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   +0.49%
   
4 week   +0.36%
   
3 month   +3.40%
   
YTD   +7.30%
   
1 year   +15.00%
   
3 years*   +7.92%
   
5 years*   +14.10%
   
*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 Average Above Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.58B 
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  
16.23-0.03(-0.18%)
Jul 20, 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: Jan 1, 2013)
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* -1.86 -1.27 -0.50 -2.62
Beta* 1.12 0.97 0.99 1.08
Mean annual return 1.40 0.68 1.12 0.51
R-squared* 79.69 94.13 93.49 94.61
Standard deviation 7.63 10.38 9.76 16.86
Sharpe ratio 2.12 0.76 1.36 0.33
* Against standard index

Top 10 holdings

Security Net Assets  
JPMorgan Chase & Co (JPM) 3.10%  
Chevron Corp (CVX) 3.04%  
Pfizer Inc (PFE) 2.86%  
Apple Inc (AAPL) 2.75%  
United Technologies Corp (UTX) 2.13%  
Union Pacific Corp (UNP) 2.00%  
Intel Corp (INTC) 1.98%  
Philip Morris International Inc (PM) 1.89%  
Johnson & Johnson (JNJ) 1.89%  
Qualcomm Inc (QCOM) 1.78%