Nasdaq - Delayed Quote USD

Lord Abbett Affiliated R6 (LAFVX)

18.29
-0.77
(-4.04%)
As of 8:06:26 AM EDT. Market Open.
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  • Previous Close 19.06
  • YTD Return 4.77%
  • Expense Ratio 0.39%
  • Category Large Value
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.24B
  • Beta (5Y Monthly) 0.81
  • Yield 1.80%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.07
  • Inception Date Sep 28, 2007

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.

Lord Abbett

Fund Family

Large Value

Fund Category

6.24B

Net Assets

2007-09-28

Inception Date

Performance Overview: LAFVX

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Trailing returns as of 4/2/2025. Category is Large Value.

YTD Return

LAFVX
4.77%
Category
4.44%
 

1-Year Return

LAFVX
16.47%
Category
14.37%
 

3-Year Return

LAFVX
9.67%
Category
6.04%
 

5-Year Return

LAFVX
12.25%
Category
9.20%
 

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Holdings: LAFVX

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Sector Weightings

SectorLAFVX
Industrials   18.89%
Technology   10.22%
Healthcare   9.36%
Energy   7.31%
Utilities   4.16%
Real Estate   0.00%

Recent News: LAFVX

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Research Reports: LAFVX

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