NasdaqGM - Delayed Quote USD

Lord Abbett Focused Large Cap V (0P0001F5VN)

12.50 +0.11 (+0.89%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.52%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 28.05%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 28.05%
Worst 3Y Total Return 6.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001F5VN
Category
YTD
13.23%
4.44%
1-Month
5.18%
-4.04%
3-Month
13.23%
4.09%
1-Year
30.63%
14.37%
3-Year
9.18%
6.04%
5-Year
0.00%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
55.88%
22.97%
Last Bear Market
-13.42%
-11.27%

Annual Total Return (%) History

Year
0P0001F5VN
Category
2024
--
--
2023
14.42%
11.63%
2022
-10.16%
-5.90%
2021
28.05%
26.22%
2020
5.00%
2.91%
2019
--
25.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.23% -- -- --
2023 -0.82% 3.84% -1.30% 12.56%
2022 -1.49% -13.42% -6.99% 13.25%
2021 14.51% 5.03% -0.27% 6.75%
2020 -36.10% 29.14% 2.09% 24.63%
2019 5.97% -- -- --

Rank in Category (By Total Return)

YTD 3
1-Month 42
3-Month 3
1-Year 6
3-Year 47
5-Year --

Load Adjusted Returns

1-Year 30.63%
3-Year 9.18%
5-Year --
10-Year --

Performance & Risk

YTD Return 11.52%
5y Average Return 0.00%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 26.31M
YTD Return 13.23%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2019

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value. The fund is non-diversified.

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