Nasdaq - Delayed Quote USD
Lord Abbett Affiliated P (LAFPX)
17.90
+1.17
+(6.99%)
At close: 8:04:01 PM EDT
Fund Summary
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. In selecting investments, the portfolio management team focuses on U.S. companies that pay dividends and seeks to identify companies that the advisor believes have the potential for capital appreciation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.26% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -8.85% |
| 5y Average Return | 12.21% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LAFPX | Category Average | LAFPX | Category Average | LAFPX | Category Average | |
| Alpha | -1.31 | -0.01 | -0.84 | -0.03 | -3.23 | -0.03 |
| BETA | 0.81 | 0.01 | 0.84 | 0.01 | 0.93 | 0.01 |
| Mean Annual Return | 0.65 | 0.01 | 1.27 | 0.01 | 0.75 | 0.01 |
| R-squared | 82.75 | 0.78 | 85.88 | 0.83 | 88.23 | 0.84 |
| Standard Deviation | 15.38 | 0.17 | 15.36 | 0.19 | 15.19 | 0.16 |
| Sharpe Ratio | 0.21 | 0 | 0.81 | 0 | 0.46 | 0.01 |
| Treynor Ratio | 2.76 | 0.04 | 14.55 | 0.07 | 6.62 | 0.08 |
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