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Lord Abbett Affiliated P (LAFPX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Affiliated P (LAFPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Affiliated P Fund (LAFPX) ManagerFund Manager - Walter Prahl

Fund Manager Information

Fund Manager Tenure: 6.2 years
Similar Funds: LAFBX  LAFCX  LAFFX  LAFQX  LAFRX  LAFYX 
Fund Family: Lord Abbett
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Lord Abbett Affiliated P Fund (LAFPX) ProfileLord Abbett Affiliated P Fund (LAFPX) Profile

Fund Profile and Description

Lord Abbett Affiliated P Fund seeks long-term growth of capital and income. Lord Abbett Affiliated P Fund primarily purchases equity securities of large, seasoned, U.S. and multinational companies that the advisor believes are undervalued. It normally invests at least 80% of its net assets in equity securities of large companies, which are companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index.

 

Lord Abbett Affiliated P (LAFPX) Fund Strength What we like about Lord Abbett Affiliated P (LAFPX) Fund

Data for Lord Abbett Affiliated P Fund (LAFPX) as of May 30, 2016

  • Lord Abbett Affiliated P Fund (LAFPX) management has been with Lord Abbett Affiliated P Fund for 6.2 years
  • Lord Abbett Affiliated P Fund (LAFPX) has good short-term performance (1-year return -1.21% vs -2.36% Large Value category median performance)
  • Lord Abbett Affiliated P Fund (LAFPX) has good mid-term performance (3-year return 8.52% vs 7.81% Large Value category median performance)
  • Lord Abbett Affiliated P Fund (LAFPX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Affiliated P Fund (LAFPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Affiliated P Fund (LAFPX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.05, lower than category average of 11.7
  • Lord Abbett Affiliated P Fund (LAFPX) has a lower expense ratio than its Large Value average: 0.74% vs 1.10%

Lord Abbett Affiliated P Fund (LAFPX) Weakness What we are cautious about Lord Abbett Affiliated P (LAFPX) Fund

Data for Lord Abbett Affiliated P Fund (LAFPX) as of May 30, 2016

  • Lord Abbett Affiliated P Fund (LAFPX) has a less-than-ideal Long-term performance (5-year return 8.58% vs 9.15% Large Value category median performance)
  • Lord Abbett Affiliated P Fund (LAFPX) has a Morningstar rating of 3 and below
  • Lord Abbett Affiliated P Fund (LAFPX) has an annual stock turnover rate of 66.36% that is higher than the Large Value average of 44.24%. This could mean Lord Abbett Affiliated P is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Lord Abbett Affiliated P Fund carries no load, it does have a 0.45% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Affiliated P Fund (LAFPX) performance details as of May 30, 2016

 

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Compare Lord Abbett Affiliated P Fund (LAFPX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Affiliated P5.03-1.218.528.58
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Lord Abbett Affiliated P Fund (LAFPX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Lord Abbett Affiliated P Fund (LAFPX) Net Asset TrackingLord Abbett Affiliated P (LAFPX) Fund Net Asset

Track net asset change of Lord Abbett Affiliated P fund (LAFPX)

DateNet Asset
05/2016$6.24B
03/2016$6.14B
02/2016$5.83B
More historic net asset information on Lord Abbett Affiliated P Fund (LAFPX)

  

Graph of Lord Abbett Affiliated P Fund (LAFPX) Portfolio TrackingLord Abbett Affiliated P (LAFPX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Affiliated P fund (LAFPX)

DateCashStockBondOther
03/20160%98.72%0%1.28%
12/20150%99.17%0%0.83%
09/20150%93.71%0%6.29%
Click here to see more historic asset allocation information on Lord Abbett Affiliated P Fund (LAFPX)

 

graph of Lord Abbett Affiliated P Fund (LAFPX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Affiliated P (LAFPX) Fund

Discover what Lord Abbett Affiliated P Fund (LAFPX) manager is buying

Mar 30, 2016
Chevron Corporation Common Stoc [3.72%]
JP Morgan Chase & Co. Common St [3.12%]
Pfizer, Inc. Common Stock [3.09%]
General Electric Company Common [3.03%]
Intel Corporation [2.49%]
QUALCOMM Incorporated [2.01%]
International Business Machines [1.86%]
Ford Motor Company Common Stock [1.84%]
AT&T Inc. [1.75%]
Boeing Company (The) Common Sto [1.71%]

Dec 30, 2015
Chevron Corporation Common Stoc [3.64%]
JP Morgan Chase & Co. Common St [3.53%]
Pfizer, Inc. Common Stock [3.46%]
Intel Corporation [3.45%]
General Electric Company Common [2.97%]
AT&T Inc. [2.83%]
Apple Inc. [2.15%]
Ford Motor Company Common Stock [2.04%]
Johnson & Johnson Common Stock [1.94%]
Eli Lilly and Company Common St [1.88%]

Sep 29, 2015
Pfizer, Inc. Common Stock [4%]
JP Morgan Chase & Co. Common St [3.46%]
Intel Corporation [3.43%]
Chevron Corporation Common Stoc [3.33%]
AT&T Inc. [2.78%]
Cisco Systems, Inc. [2.72%]
Apple Inc. [2.37%]
Eli Lilly and Company Common St [2.29%]
Ford Motor Company Common Stock [2.11%]
Altria Group, Inc. [1.91%]
Click here for Stock Holding Change Map in Lord Abbett Affiliated P Fund (LAFPX)

  

Latest News on Lord Abbett Affiliated P (LAFPX) Fund

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Lord Abbett Affiliated P Fund (LAFPX) Related ResourcesSee more information on Lord Abbett Affiliated P (LAFPX) Fund

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