Lord Abbett Affiliated Fund Class A

 (MUTF:LAFFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.80%
   
1 week   +1.86%
   
4 week   +4.61%
   
3 month   +9.29%
   
YTD   +3.86%
   
1 year   +20.13%
   
3 years*   +11.20%
   
5 years*   +13.86%
   
*annualized
Best 3 month return+31.61%  
Worst 3 month return-27.02%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Below Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.86B 
Front load5.75%  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyLord Abbett 

Asset allocation

Cash0.00%  
Stocks100.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
IRA Initial$1,000  
AIP Initial$250  
AIP Additional$50  
16.37-0.05(-0.30%)
Jan 17, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital and income without excessive fluctuations in market value. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of large companies. It invests primarily in equity securities of companies in the Russell 1000� Index that pay dividends and that the portfolio management team believes have the potential for capital appreciation.
Fund filings (PDF) »
Asset managers:
Marc Pavese (Started: Mar 1, 2016)
Walter Prahl (Started: Jun 11, 2013)
Advisor Company:
Lord, Abbett & Co LLC
Fund family reports on Morningstar »
Lord Abbett, 90 Hudson Street, Jersey City NJ 7302, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -9.73 -1.69 -1.38 -2.89
Beta* 1.26 0.98 0.99 1.08
Mean annual return 1.27 0.79 1.14 0.60
R-squared* 70.54 92.02 92.93 94.33
Standard deviation 5.93 10.27 9.79 16.74
Sharpe ratio 2.40 0.88 1.37 0.41
* Against standard index

Top 10 holdings

Security Net Assets  
Chevron Corp (CVX) 3.25%  
Pfizer Inc (PFE) 2.95%  
JPMorgan Chase & Co (JPM) 2.77%  
Intel Corp (INTC) 2.49%  
Cisco Systems Inc (CSCO) 1.78%  
Union Pacific Corp (UNP) 1.70%  
Valero Energy Corp (VLO) 1.65%  
AT&T Inc (T) 1.59%  
Wal-Mart Stores Inc (WMT) 1.57%  
United Technologies Corp (UTX) 1.56%