Lord Abbett Fundamental Fund Quote

LAVYX Fund  USD 15.97  0.01  0.06%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Lord Abbett is trading at 15.97 as of the 29th of November 2024; that is 0.06 percent decrease since the beginning of the trading day. The fund's open price was 15.98. Lord Abbett has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lord Abbett Fundamental are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th 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 Lord Abbett Fundamental

Moving together with Lord Mutual Fund

  0.92LFSFX Lord Abbett FocusedPairCorr
  0.82LFRAX Floating RatePairCorr
  0.82LFRFX Floating RatePairCorr
  0.81LFRIX Floating RatePairCorr

Lord Mutual Fund Highlights

Fund ConcentrationLord Abbett Funds, Large Value Funds, Large Value, Lord Abbett, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Lord Abbett Fundamental [LAVYX] is traded in USA and was established 29th of November 2024. Lord 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. This fund now has accumulated 2.35 B in assets with no minimum investment requirementsLord Abbett Fundamental is currently producing year-to-date (YTD) return of 26.95% with the current yeild of 0.01%, while the total return for the last 3 years was 9.85%.
Check Lord 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 Lord 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 Lord 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 Lord 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 Lord Abbett Fundamental Mutual Fund Constituents

ABTAbbott LaboratoriesStockHealth Care
PFEPfizer IncStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
CSCOCisco SystemsStockInformation Technology
MSFTMicrosoftStockInformation Technology
AAPLApple IncStockInformation Technology
EWBCEast West BancorpStockFinancials
JNJJohnson JohnsonStockHealth Care
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Lord Abbett Top Holders

LIXSXLord Abbett Multi AssetMutual FundAllocation--30% to 50% Equity
ISFYXLord Abbett DiversifiedMutual FundAllocation--30% to 50% Equity
BFLAXLord Abbett BalancedMutual FundAllocation--50% to 70% Equity
LABFXLord Abbett Multi AssetMutual FundAllocation--50% to 70% Equity
BLAFXLord Abbett BalancedMutual FundAllocation--50% to 70% Equity
BLASXLord Abbett Multi AssetMutual FundAllocation--50% to 70% Equity
ISFOXLord Abbett Multi AssetMutual FundAllocation--30% to 50% Equity
BLARXLord Abbett BalancedMutual FundAllocation--50% to 70% Equity
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Lord Abbett Fundamental Risk Profiles

Lord Abbett Against Markets

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.
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