Nasdaq - Delayed Quote USD

Lord Abbett Dividend Growth R3 (LAMRX)

22.62
-0.37
(-1.61%)
At close: 8:01:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.57%
5y Average Return 14.70%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 20, 2025) 27.63%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 27.63%
Worst 3Y Total Return 6.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAMRX
Category
YTD
-2.69%
5.31%
1-Month
-0.37%
-4.19%
3-Month
-5.23%
3.90%
1-Year
12.52%
20.31%
3-Year
11.19%
6.48%
5-Year
14.02%
11.78%
10-Year
10.61%
10.96%
Last Bull Market
21.35%
25.56%
Last Bear Market
-12.41%
-15.11%

Annual Total Return (%) History

Year
LAMRX
Category
2025
--
--
2024
22.02%
--
2023
16.05%
22.32%
2022
-13.74%
-16.96%
2021
25.31%
26.07%
2020
15.27%
15.83%
2019
26.25%
28.78%
2018
-4.94%
-6.27%

2017
18.75%
20.44%
2016
14.93%
10.37%
2015
-2.62%
-1.07%
2014
11.29%
10.96%
2013
27.63%
31.50%
2012
12.81%
14.96%
2011
-0.36%
-1.27%
2010
14.73%
14.01%
2009
23.04%
28.17%
2008
-27.43%
-37.79%
2007
--
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.33% -- -- --
2024 10.71% 2.97% 7.49% -0.42%
2023 2.42% 5.84% -2.89% 10.24%
2022 -6.78% -12.41% -4.48% 10.60%
2021 4.16% 7.48% 0.01% 11.92%
2020 -19.91% 19.12% 9.52% 10.33%
2019 11.85% 3.98% 4.15% 4.24%
2018 -2.83% 1.25% 8.31% -10.79%
2017 4.32% 2.41% 3.33% 7.56%
2016 6.03% 4.85% 0.64% 2.73%

2015 -0.18% -2.27% -5.74% 5.90%
2014 1.47% 4.65% -1.49% 6.40%
2013 10.36% 1.29% 5.19% 8.55%
2012 10.80% -3.86% 5.74% 0.16%
2011 5.49% -0.25% -14.06% 10.19%
2010 4.78% -8.19% 10.21% 8.22%
2009 -5.19% 9.76% 12.35% 5.23%
2008 -8.68% -0.45% -9.10% -12.18%
2007 -3.30% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 27
3-Month 13
1-Year 14
3-Year 48
5-Year 65

Load Adjusted Returns

1-Year 12.52%
3-Year 11.19%
5-Year 14.02%
10-Year 10.61%

Performance & Risk

YTD Return 2.57%
5y Average Return 14.70%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Lord Abbett
Net Assets 4.03B
YTD Return -2.69%
Yield 0.42%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund invests in equity securities of large and mid-sized companies that the fund's portfolio management team believes have potential for long-term total return and consistent increases in their dividends over time resulting from their earnings growth. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs").

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