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Morningstar

Lord Abbett Affiliated A LAFFX

Morningstar Analyst Rating
Analyst rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.80  /  0.25 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.81%
  • Turnover 53%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis LAFFX

Will LAFFX 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 LAFFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LAFFX 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 LAFFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Changes have been made, but the jury is still out.

Analyst

Summary

| by Drew Carter

Lord Abbett Affiliated’s team and process are still settling in, warranting a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor