Lord Abbett Value Opportunities R5 (LVOTX)
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Lord Abbett Value Opportunities R5
Jersey City NJ 07302
90 Hudson Street 11th Floor
Lord Abbett Securities Trust
Management Information
,Lead Manager since October 4, 2018
John Hardy is responsible for contributing to the management for the firm’s large cap value, multi cap value, mid cap value, smid cap value and small cap value strategies.
Mr. Hardy joined Lord Abbett in 2011. His previous experience includes serving as Vice President, Senior Financial Analyst – Clean Technology at Gleacher & Co. and Vice President, Senior Financial Analyst – Clean Technology, Associate Research Analyst – Technology, and Trading Assistant at American Technology Research, Inc. He has worked in the financial services industry since 2003.
He earned a BS in industrial and labor relations from Cornell University.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Blend
Fund FamilyLord Abbett
Net Assets1.2B
YTD Return3.03%
Yield0.33%
Morningstar Rating★★★
Inception DateSept 27, 2007
Fund Operations
Last Dividend0.06
Last Cap Gain10.00
Holdings Turnover19.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLVOTXCategory Average
Annual Report Expense Ratio (net)1.18%0.94%
Prospectus Net Expense Ratio1.18%N/A
Prospectus Gross Expense Ratio1.18%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
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