About LFLTX
The Lord Abbett Focused Large Cap Value Fund R5 is a diversified mutual fund designed to pursue long-term capital growth by investing primarily in the equity securities of large U.S. companies. Leveraging a focused investment approach, the fund typically holds a concentrated portfolio—around 29 holdings as of the latest report—targeting stocks that the management team deems undervalued relative to their intrinsic potential or market value. At least 80% of its net assets are allocated to large-cap companies, generally those within the market capitalization range of the Russell 1000® Index, and the fund also has the flexibility to invest up to 20% in foreign securities, including emerging markets.
The fund’s strategy incorporates active and frequent portfolio adjustments, with investment decisions informed by fundamental analysis, valuation factors, and environmental, social, and governance (ESG) considerations. In addition to common stocks, eligible investments may include preferred stocks, real estate investment trusts, and other equity-like instruments, with up to 10% exposure to debt securities. The fund plays a significant role in the value investing segment of the market, appealing to investors seeking diversified exposure to high-quality, attractively priced large-cap companies in the U.S. and select global markets.
Fund Family Lord Abbett
Category Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LFLTX
Share Class Class R5
Index Russell 1000 Value TR
LFLTX had a total return of 17.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 26.05%.
