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Nasdaq - Delayed Quote USD

Lord Abbett Focused Large Cap Value R6 (LVFLX)

11.96
-0.75
(-5.90%)
At close: April 4 at 8:01:28 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.05%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return -3.71%
5y Average Return 22.50%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LVFLXCategory AverageLVFLXCategory AverageLVFLXCategory Average
Alpha -0.47 -0.01 2.72 -0.03 -- -0.03
BETA 0.97 0.01 0.99 0.01 -- 0.01
Mean Annual Return 0.8 0.01 1.77 0.01 -- 0.01
R-squared 79.64 0.78 75.33 0.83 -- 0.84
Standard Deviation 18.84 0.17 19.33 0.19 -- 0.16
Sharpe Ratio 0.27 0 0.95 0 -- 0.01
Treynor Ratio 3.6 0.04 18.55 0.07 -- 0.08

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