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Lord Abbett Affiliated C LAFCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 18.64  /  +1.04 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 57%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis LAFCX

Will LAFCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

More to prove.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Affiliated’s team has more to prove.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LAFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.84 269.6 Mil
Financial Services

Comcast Corp Class A

3.14 175.2 Mil
Communication Services

UnitedHealth Group Inc

2.55 142.3 Mil
Healthcare

Walmart Inc

2.50 139.5 Mil
Consumer Defensive

Parker Hannifin Corp

2.46 137.3 Mil
Industrials

Abbott Laboratories

2.42 135.0 Mil
Healthcare

Philip Morris International Inc

2.38 132.5 Mil
Consumer Defensive

CRH PLC

2.34 130.4 Mil
Basic Materials

Roper Technologies Inc

2.28 127.0 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.26 126.0 Mil
Technology