Returns Chart

Lord Abbett Focused Large Cap Value Fund A (LAFLX) Total Return
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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '250.00%12.20%

Key Stats

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Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.96% 35.30M 1.45% 58.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
5.640M 12.20% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund will invest at least 80% of its net assets in securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Lord Abbett
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 20
-1.419B Peer Group Low
482.51M Peer Group High
1 Year
% Rank: 21
5.640M
-5.713B Peer Group Low
8.405B Peer Group High
3 Months
% Rank: 32
-2.591B Peer Group Low
1.515B Peer Group High
3 Years
% Rank: 84
-9.326B Peer Group Low
12.34B Peer Group High
6 Months
% Rank: 24
-3.231B Peer Group Low
4.435B Peer Group High
5 Years
% Rank: 69
-13.06B Peer Group Low
39.45B Peer Group High
YTD
% Rank: 24
-3.815B Peer Group Low
2.822B Peer Group High
10 Years
% Rank: 44
-26.56B Peer Group Low
68.42B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
5.08%
4.61%
27.77%
-10.35%
14.06%
21.00%
3.82%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
1.49%
-9.15%
25.78%
2.17%
28.53%
-8.34%
9.16%
15.64%
2.14%
-9.67%
27.68%
2.36%
26.79%
-6.28%
9.62%
13.35%
2.82%
-15.09%
19.88%
0.91%
27.02%
-7.01%
18.50%
15.58%
-0.65%
-8.45%
22.76%
2.64%
29.02%
-9.45%
13.10%
20.59%
1.53%
As of June 03, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (6-2-25) 0.66%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 26.82
Weighted Average Price to Sales Ratio 3.957
Weighted Average Price to Book Ratio 6.142
Weighted Median ROE 28.25%
Weighted Median ROA 6.47%
ROI (TTM) 13.90%
Return on Investment (TTM) 13.90%
Earning Yield 0.0508
LT Debt / Shareholders Equity 1.606
As of March 31, 2025

Growth Metrics

EPS Growth (1Y) 4.17%
EPS Growth (3Y) 5.26%
EPS Growth (5Y) 7.88%
Sales Growth (1Y) 7.91%
Sales Growth (3Y) 7.72%
Sales Growth (5Y) 9.17%
Sales per Share Growth (1Y) 8.71%
Sales per Share Growth (3Y) 8.04%
Operating Cash Flow - Growth Ratge (3Y) 6.83%
As of March 31, 2025

Asset Allocation

Created with Highcharts 11.1.0
As of March 31, 2025.
Type % Net
Cash 0.84%
Stock 99.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Top 10 Holdings

Created with Highcharts 11.1.0
Name % Weight Price % Change
Aon PLC 4.99% 376.16 1.10%
JPMorgan Chase & Co 4.77% 264.66 0.25%
Charles Schwab Corp 4.52% 88.11 -0.26%
AbbVie Inc 4.37% 186.99 0.47%
Gilead Sciences Inc 4.22% 108.91 -1.06%
Fiserv Inc 4.22% 162.00 -0.49%
BJ's Wholesale Club Holdings Inc 4.12% 111.70 -1.33%
RTX Corp 3.81% 137.46 0.72%
RenaissanceRe Holdings Ltd 3.80% 253.95 1.82%
Alphabet Inc 3.78% 169.03 -1.58%

Fees & Availability

Fees
Actual 12B-1 Fee 0.25%
Actual Management Fee --
Administration Fee 1.31K%
Maximum Front Load 5.75%
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1500.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund will invest at least 80% of its net assets in securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Lord Abbett
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (6-2-25) 0.66%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 26.82
Weighted Average Price to Sales Ratio 3.957
Weighted Average Price to Book Ratio 6.142
Weighted Median ROE 28.25%
Weighted Median ROA 6.47%
ROI (TTM) 13.90%
Return on Investment (TTM) 13.90%
Earning Yield 0.0508
LT Debt / Shareholders Equity 1.606
As of March 31, 2025

Growth Metrics

EPS Growth (1Y) 4.17%
EPS Growth (3Y) 5.26%
EPS Growth (5Y) 7.88%
Sales Growth (1Y) 7.91%
Sales Growth (3Y) 7.72%
Sales Growth (5Y) 9.17%
Sales per Share Growth (1Y) 8.71%
Sales per Share Growth (3Y) 8.04%
Operating Cash Flow - Growth Ratge (3Y) 6.83%
As of March 31, 2025

Fund Details

Key Dates
Inception Date 7/31/2019
Last Annual Report Date 10/31/2024
Last Prospectus Date 3/1/2025
Share Classes
LCFLX C
LFFLX F
LFLTX Retirement
LIFLX Inst
LOFLX F3
LQFLX Retirement
LSFLX Retirement
LVFLX Retirement
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:LAFLX", "name")
Broad Asset Class: =YCI("M:LAFLX", "broad_asset_class")
Broad Category: =YCI("M:LAFLX", "broad_category_group")
Prospectus Objective: =YCI("M:LAFLX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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