Advertisement
Skip to Content
Morningstar

Lord Abbett Focused Large Cap Value R6 LVFLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.28  /  1.88 %
  • Total Assets 21.4 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.680%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 44.12%
  • Turnover 100%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis LVFLX

Will LVFLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVFLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LVFLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LVFLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Lord Abbett Focused Large Cap Value R6 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor