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Lord Abbett Affiliated R2 (LAFQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Affiliated R2 (LAFQX) Fund

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

 

Graph of Lord Abbett Affiliated R2 Fund (LAFQX) ManagerFund Manager - Walter Prahl

Fund Manager Information

Fund Manager Tenure: 6.2 years
Similar Funds: LAFBX  LAFCX  LAFFX  LAFPX  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 R2 Fund (LAFQX) ProfileLord Abbett Affiliated R2 Fund (LAFQX) Profile

Fund Profile and Description

Lord Abbett Affiliated R2 Fund seeks long-term growth of capital and income. Lord Abbett Affiliated R2 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 R2 (LAFQX) Fund Strength What we like about Lord Abbett Affiliated R2 (LAFQX) Fund

Data for Lord Abbett Affiliated R2 Fund (LAFQX) as of May 30, 2016

  • Lord Abbett Affiliated R2 Fund (LAFQX) management has been with Lord Abbett Affiliated R2 Fund for 6.2 years
  • Lord Abbett Affiliated R2 Fund (LAFQX) has good short-term performance (1-year return -1.52% vs -2.36% Large Value category median performance)
  • Lord Abbett Affiliated R2 Fund (LAFQX) has good mid-term performance (3-year return 8.15% vs 7.81% Large Value category median performance)
  • Asset base in Lord Abbett Affiliated R2 Fund (LAFQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Affiliated R2 Fund (LAFQX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.08, lower than category average of 11.7
  • Lord Abbett Affiliated R2 Fund (LAFQX) has a lower expense ratio than its Large Value average: 1.09% vs 1.10%

Lord Abbett Affiliated R2 Fund (LAFQX) Weakness What we are cautious about Lord Abbett Affiliated R2 (LAFQX) Fund

Data for Lord Abbett Affiliated R2 Fund (LAFQX) as of May 30, 2016

  • Lord Abbett Affiliated R2 Fund (LAFQX) has a less-than-ideal Long-term performance (5-year return 8.24% vs 9.15% Large Value category median performance)
  • Lord Abbett Affiliated R2 Fund (LAFQX) ratio of up-years vs down years can be improved
  • Lord Abbett Affiliated R2 Fund (LAFQX) has a Morningstar rating of 3 and below
  • Lord Abbett Affiliated R2 Fund (LAFQX) 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 R2 is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Lord Abbett Affiliated R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Affiliated R2 Fund (LAFQX) performance details as of May 30, 2016

 

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Compare Lord Abbett Affiliated R2 Fund (LAFQX)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 R24.86-1.528.158.24
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 R2 Fund (LAFQX)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 R2 Fund (LAFQX) Net Asset TrackingLord Abbett Affiliated R2 (LAFQX) Fund Net Asset

Track net asset change of Lord Abbett Affiliated R2 fund (LAFQX)

DateNet Asset
05/2016$6.24B
03/2016$6.14B
02/2016$5.83B
More historic net asset information on Lord Abbett Affiliated R2 Fund (LAFQX)

  

Graph of Lord Abbett Affiliated R2 Fund (LAFQX) Portfolio TrackingLord Abbett Affiliated R2 (LAFQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Affiliated R2 fund (LAFQX)

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 R2 Fund (LAFQX)

 

graph of Lord Abbett Affiliated R2 Fund (LAFQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Affiliated R2 (LAFQX) Fund

Discover what Lord Abbett Affiliated R2 Fund (LAFQX) 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 R2 Fund (LAFQX)

  

Latest News on Lord Abbett Affiliated R2 (LAFQX) Fund

See what is happening with Lord Abbett Affiliated R2 Fund (LAFQX)

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Lord Abbett Affiliated R2 Fund (LAFQX) Related ResourcesSee more information on Lord Abbett Affiliated R2 (LAFQX) Fund

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