Morningstar

Lord Abbett Affiliated Fund Class R4 LAFSX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $22.39  /  −0.58 %
  • Fund Size $6.8B
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.84%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis LAFSX

Will LAFSX 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 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.

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 LAFSX

More LAFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.89 326M
Communication Services

Microsoft Corp

4.66 311M
Technology

Morgan Stanley

3.72 248M
Financial Services

JPMorgan Chase & Co

3.55 236M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.14 209M
Technology

Johnson & Johnson

3.06 204M
Healthcare

NVIDIA Corp

2.76 184M
Technology

Bank of America Corp

2.68 179M
Financial Services

ExxonMobil Holdings Corp

2.45 164M
Energy

UnitedHealth Group Inc

2.41 161M
Healthcare

Sponsor Center