Lord Abbett Financials
| LCFYX Fund | USD 14.88 0.13 0.88% |
Lord |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lord Abbett Fund Summary
Lord Abbett competes with Growth Allocation, Franklin Moderate, Pnc Balanced, Rational Strategic, and Oppenheimer Global. The fund normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of convertible securities issued by U.S. and foreign companies. Convertible securities may include corporate bonds, debentures, notes, preferred stocks, and any other securities that can be exchanged for equity securities or provide an opportunity for equity participation.Specialization | Convertibles, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5439167124 |
| Business Address | Lord Abbett Investment |
| Mutual Fund Family | Lord Abbett |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 888 522 2388 |
| Currency | USD - US Dollar |
Lord Abbett Key Financial Ratios
Lord Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lord Abbett's current stock value. Our valuation model uses many indicators to compare Lord Abbett value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lord Abbett competition to find correlations between indicators driving Lord Abbett's intrinsic value. More Info.Lord Abbett Convertible is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lord Abbett Convertible is roughly 9.40 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lord Abbett's earnings, one of the primary drivers of an investment's value.Lord Abbett Convertible Systematic Risk
Lord Abbett's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lord Abbett volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Lord Abbett Convertible correlated with the market. If Beta is less than 0 Lord Abbett generally moves in the opposite direction as compared to the market. If Lord Abbett Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lord Abbett Convertible is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lord Abbett is generally in the same direction as the market. If Beta > 1 Lord Abbett moves generally in the same direction as, but more than the movement of the benchmark.
Lord Abbett Thematic Clasifications
Lord Abbett Convertible is part of Convertibles Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date
This theme covers Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. Get More Thematic Ideas
Lord Abbett Convertible is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 5.44 Billion. Lord Abbett retains roughly 964.47 Million in net asset claiming about 18% of funds in Convertibles category.| Convertibles Funds | View |
Lord Abbett January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lord Abbett help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lord Abbett Convertible. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lord Abbett Convertible based on widely used predictive technical indicators. In general, we focus on analyzing Lord Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lord Abbett's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7656 | |||
| Information Ratio | 0.0251 | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.12 |
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |