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Lord Abbett Global Equity Research R3 (LGCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.93-0.02 (-0.13%)
At close: 08:05AM EDT

Lord Abbett Global Equity Research R3

Jersey City NJ 07302

90 Hudson Street 11th Floor

Lord Abbett Securities Trust

Management information
Ryan C. Howard,Lead manager since 16 December 2019
Ryan C. Howard joined Lord Abbett in 2003.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Blend
Fund familyLord Abbett
Net assets23.95M
YTD return10.70%
Yield0.55%
Morningstar rating★★★★
Inception date3 Apr 2017

Fund operations

Last dividend0.09
Last cap gain3.00
Holdings turnover55.00%
Average for categoryN/A

Fees and expenses

ExpenseLGCRXCategory average
Annual report expense ratio (net)0.51%0.95%
Prospectus net expense ratio0.51%N/A
Prospectus gross expense ratio2.16%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A