About LAAFX
Lord Abbett Affiliated Fund Class F is a mutual fund focused on delivering long-term growth of capital and income while aiming to limit excessive fluctuations in market value. The fund primarily invests in equity securities of large, established U.S. companies, with a strong emphasis on those that pay dividends. Its portfolio is diversified across various sectors, such as healthcare, financial services, energy, consumer defensive, utilities, industrials, and basic materials, ensuring exposure to multiple facets of the U.S. economy. With approximately 70 holdings and a notable allocation to top names like UnitedHealth Group, JPMorgan Chase, Exxon Mobil, and Walmart, the fund targets consistent performance and risk management. The fund maintains a below-average expense ratio for its class, reflecting its commitment to cost efficiency. Managed by an experienced team, Lord Abbett Affiliated Fund Class F plays a significant role within the large value category, appealing to investors seeking a blend of capital appreciation and regular income from a diversified basket of prominent U.S. companies.
Fund Family Lord Abbett
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LAAFX
Share Class Class F
Index Russell 1000 Value TR
LAAFX had a total return of 16.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.75%.
