Lord Abbett Fundamental Fund Quote
| LAVYX Fund | USD 15.30 0.11 0.71% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lord Abbett is trading at 15.30 as of the 28th of December 2024; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 15.41. Lord Abbett has about a 23 % 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 29th of September 2024 and ending today, the 28th of December 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
Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Value Funds, Large Value, Lord Abbett, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Lord Abbett Fundamental [LAVYX] is traded in USA and was established 28th of December 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 21.42% with the current yeild of 0.01%, while the total return for the last 3 years was 8.18%.
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
| CVS | CVS Health Corp | Stock | Health Care | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| CVX | Chevron Corp | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AIG | American International Group | Stock | Financials | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| CB | Chubb | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy |
Lord Abbett Top Holders
| LIXSX | Lord Abbett Multi Asset | Mutual Fund | Allocation--30% to 50% Equity | |
| ISFYX | Lord Abbett Diversified | Mutual Fund | Allocation--30% to 50% Equity | |
| BFLAX | Lord Abbett Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| LABFX | Lord Abbett Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| BLAFX | Lord Abbett Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| BLASX | Lord Abbett Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| ISFOX | Lord Abbett Multi Asset | Mutual Fund | Allocation--30% to 50% Equity | |
| BLARX | Lord Abbett Balanced | Mutual Fund | Allocation--50% to 70% Equity |
Lord Abbett Fundamental Risk Profiles
| Mean Deviation | 0.6073 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 | |||
| 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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