L Abbett Fundamental Fund Quote
LAVVX Fund | USD 17.10 0.10 0.59% |
Performance11 of 100
| Odds Of DistressLess than 18
|
L Abbett is trading at 17.10 as of the 26th of November 2024; that is 0.59% increase since the beginning of the trading day. The fund's open price was 17.0. L Abbett has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for L Abbett Fundamental are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests in equity securities of U.S. and multinational companies across all market capitalization ranges that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management teams assessment of their potential or intrinsic value. More on L Abbett Fundamental
Moving together with LAVVX Mutual Fund
LAVVX Mutual Fund Highlights
Thematic Idea | Hybrid Mix Funds (View all Themes) |
Fund Concentration | Lord Abbett Funds, Large Value Funds, Hybrid Mix Funds, Large Value, Lord Abbett, Large Value, Large Value (View all Sectors) |
Update Date | 30th of September 2024 |
L Abbett Fundamental [LAVVX] is traded in USA and was established 26th of November 2024. L Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Large Value category and is part of Lord Abbett family. The entity is thematically classified as Hybrid Mix Funds. This fund now has accumulated 2.35 B in assets with no minimum investment requirementsL Abbett Fundamental is currently producing year-to-date (YTD) return of 26.01% with the current yeild of 0.01%, while the total return for the last 3 years was 9.92%.
Check L Abbett Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on LAVVX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding LAVVX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as L Abbett Fundamental Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top L Abbett Fundamental Mutual Fund Constituents
LOW | Lowes Companies | Stock | Consumer Discretionary | |
WFC | Wells Fargo | Stock | Financials | |
GM | General Motors | Stock | Consumer Discretionary | |
C | Citigroup | Stock | Financials | |
MDT | Medtronic PLC | Stock | Health Care | |
VZ | Verizon Communications | Stock | Communication Services | |
INTC | Intel | Stock | Information Technology | |
DIS | Walt Disney | Stock | Communication Services |
L Abbett Fundamental Risk Profiles
Mean Deviation | 0.5273 | |||
Semi Deviation | 0.3907 | |||
Standard Deviation | 0.7168 | |||
Variance | 0.5138 |
L Abbett Against Markets
Other Information on Investing in LAVVX Mutual Fund
L Abbett financial ratios help investors to determine whether LAVVX 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 LAVVX with respect to the benefits of owning L Abbett security.
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |