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Morningstar

Lord Abbett Affiliated R4 LAFSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.75  /  −0.67 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.49%
  • Turnover 57%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LAFSX

Will LAFSX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LAFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LAFSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LAFSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More to prove.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Affiliated’s team has more to prove.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LAFSX

More LAFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.76 278.3 Mil
Financial Services

CRH PLC

2.62 153.2 Mil
Basic Materials

Abbott Laboratories

2.57 150.5 Mil
Healthcare

Walmart Inc

2.54 148.4 Mil
Consumer Defensive

Parker Hannifin Corp

2.50 146.0 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.45 143.5 Mil
Technology

Comcast Corp Class A

2.35 137.5 Mil
Communication Services

UnitedHealth Group Inc

2.35 137.3 Mil
Healthcare

AbbVie Inc

2.25 131.6 Mil
Healthcare

Ferguson PLC

2.25 131.3 Mil
Industrials