Morningstar

Lord Abbett Affiliated Fund Class R2 LAFQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 22.31  /  +0.86 %
  • Total Assets 6.7B
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.52%
  • Turnover 50%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LAFQX

Will LAFQX outperform in the 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 LAFQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Third comanager added.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Affiliated has some encouraging trends but still doesn’t stand out in a competitive category.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LAFQX

More LAFQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

Johnson & Johnson

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Healthcare

Parker Hannifin Corp

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Industrials

Bank of America Corp

2.66 179M
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UnitedHealth Group Inc

2.54 171M
Healthcare

NVIDIA Corp

2.49 168M
Technology

ExxonMobil Holdings Corp

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Energy

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