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Lord Abbett Value Opportunities Fund Class R6 (LVOVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
16.82+0.26 (+1.57%)
At close: 08:00PM EDT

Lord Abbett Value Opportunities Fund Class R6

Jersey City NJ 07302

90 Hudson Street 11th Floor

Lord Abbett Securities Trust

Management Information
John C. Hardy,Lead Manager since October 4, 2018
John C. Hardy, Portfolio Manager. Mr. Hardy joined Lord Abbett in 2011 and is responsible for contributing to the management for Lord Abbett’s smid-, small-and micro-cap value equity strategies.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyLord Abbett
Net Assets1.28B
YTD Return1.75%
Morningstar Rating★★★
Inception DateDec 29, 2005

Fund Operations

Last Dividend0.16
Last Cap Gain7.00
Holdings Turnover40.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLVOVXCategory Average
Annual Report Expense Ratio (net)0.90%0.94%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A