Lord Abbett Short Fund One Year Return
Lord Abbett Short fundamentals help investors to digest information that contributes to Lord Abbett's financial success or failures. It also enables traders to predict the movement of Lord Mutual Fund. The fundamental analysis module provides a way to measure Lord Abbett's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lord Abbett mutual fund.
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Lord Abbett Short Mutual Fund One Year Return Analysis
Lord Abbett's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lord Abbett One Year Return | 4.65 % |
Most of Lord Abbett's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lord Abbett Short is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Lord Abbett Short has an One Year Return of 4.6519%. This is 12.91% higher than that of the Lord Abbett family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Lord One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lord Abbett's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lord Abbett could also be used in its relative valuation, which is a method of valuing Lord Abbett by comparing valuation metrics of similar companies.Lord Abbett is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Lord Abbett
The fund consists of 94.48% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Lord Abbett's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lord Fundamentals
| Total Asset | 61.01 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.38 % | |||
| One Year Return | 4.65 % | |||
| Three Year Return | 1.82 % | |||
| Five Year Return | 1.43 % | |||
| Ten Year Return | 2.45 % | |||
| Net Asset | 40.27 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 4.12 % | |||
| Equity Positions Weight | 0.09 % | |||
| Bond Positions Weight | 94.48 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Tools for Lord Mutual Fund
When running Lord Abbett's price analysis, check to measure Lord Abbett's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lord Abbett is operating at the current time. Most of Lord Abbett's value examination focuses on studying past and present price action to predict the probability of Lord Abbett's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lord Abbett's price. Additionally, you may evaluate how the addition of Lord Abbett to your portfolios can decrease your overall portfolio volatility.
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