Lord Abbett Affiliated Fund Class A

 (MUTF:LAFFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.18%
   
1 week   +0.24%
   
4 week   +1.77%
   
3 month   +2.90%
   
YTD   +10.61%
   
1 year   +19.92%
   
3 years*   +10.91%
   
5 years*   +13.04%
   
*annualized
Best 3 month return+31.61%  
Worst 3 month return-27.02%  

Morningstar statistics

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

Key statistics

Total assets6.69B 
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  
16.74+0.07(0.42%)
Oct 19, 8:00PM EDT 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* -5.25 -1.36 -0.86 -2.77
Beta* 1.25 0.98 0.99 1.08
Mean annual return 1.35 0.77 1.07 0.52
R-squared* 74.69 92.59 92.69 94.44
Standard deviation 7.88 10.26 9.80 16.79
Sharpe ratio 1.95 0.87 1.28 0.34
* Against standard index

Top 10 holdings

Security Net Assets  
Chevron Corp (CVX) 3.15%  
Pfizer Inc (PFE) 2.96%  
JPMorgan Chase & Co (JPM) 2.59%  
Intel Corp (INTC) 1.96%  
Cisco Systems Inc (CSCO) 1.79%  
AT&T Inc (T) 1.67%  
United Technologies Corp (UTX) 1.65%  
Qualcomm Inc (QCOM) 1.62%  
Prudential Financial Inc (PRU) 1.54%  
Union Pacific Corp (UNP) 1.52%