Lord Abbett Affiliated Fund Quote
| LTFOX Fund | USD 19.89 0.01 0.05% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Lord Abbett is trading at 19.89 as of the 26th of January 2025; that is 0.05% down since the beginning of the trading day. The fund's open price was 19.9. Lord Abbett has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of December 2024 and ending today, the 26th of January 2025. Click here to learn more.
The fund invests at least 80 percent 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. More on Lord Abbett Affiliated
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Moving against Lord Mutual Fund
Lord Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | Lord Abbett Funds, Large Value Funds, Large Value Funds, Large Value, Lord Abbett, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Lord Abbett Affiliated [LTFOX] is traded in USA and was established 26th of January 2025. 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. The entity is thematically classified as Large Value Funds. This fund now has accumulated 6.67 B in assets with no minimum investment requirementsLord Abbett Affiliated is currently producing year-to-date (YTD) return of 5.41% with the current yeild of 0.02%, while the total return for the last 3 years was 9.63%.
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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 Affiliated 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 Affiliated Mutual Fund Constituents
| NEE | Nextera Energy | Stock | Utilities | |
| CB | Chubb | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| SYY | Sysco | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| UNP | Union Pacific | Stock | Industrials | |
| AVGO | Broadcom | Stock | Information Technology |
Lord Abbett Affiliated Risk Profiles
| Mean Deviation | 0.5955 | |||
| Standard Deviation | 0.9253 | |||
| Variance | 0.8561 | |||
| Risk Adjusted Performance | (0.03) |
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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