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Lord Abbett Affiliated C LAFCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.55  /  0.17 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • 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 0.90%
  • Turnover 57%

Morningstar’s Analysis LAFCX

Will LAFCX outperform in future?

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

Lord Abbett Comanager Steps Off Two Value Strategies; Ratings Unchanged

null Drew Carter

Drew Carter

Analyst Note

Servesh Tiwari will leave Lord Abbett for another firm on July 7, Lord Abbett announced. He will no longer comanage Lord Abbett Affiliated LAFVX and Lord Abbett Dividend Growth LAMYX as a result. Tiwari joined both funds as comanager in August 2019, serving primarily in a quantitative role to help lead manager Darnell Azeez and his comanagers with risk management and providing data to assist with portfolio construction. His duties will be absorbed by Azeez and other comanagers for each strategy, plus members of the quant team. Because Tiwari played a minor role on these strategies, his departure and the lack of replacement do not affect the strategies’ Average People ratings or their Morningstar Medalist Ratings.

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Portfolio Holdings LAFCX

  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.91
277,386,663
Financial Services
2.92
165,076,175
Communication Services
2.86
161,319,358
Healthcare
2.43
137,267,108
Basic Materials
2.43
137,217,750
Consumer Defensive
2.41
136,189,370
Industrials
2.38
134,542,567
Industrials
2.36
133,041,781
Consumer Defensive
2.34
132,367,829
Financial Services