Nasdaq - Delayed Quote USD
Lord Abbett Dividend Growth R3 (LAMRX)
22.62
-0.37
(-1.61%)
At close: 8:01:52 PM EDT
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LAMRX | Category Average | LAMRX | Category Average | LAMRX | Category Average | |
| Alpha | -0.18 | -0.01 | -0.42 | -0.01 | -0.64 | -0.01 |
| BETA | 0.89 | 0.01 | 0.91 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.98 | 0.01 | 1.19 | 0.01 | 0.93 | 0.01 |
| R-squared | 93.74 | 0.94 | 94.59 | 0.95 | 94 | 0.95 |
| Standard Deviation | 15.01 | 0.17 | 15.14 | 0.19 | 14.32 | 0.15 |
| Sharpe Ratio | 0.48 | 0 | 0.76 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | 7.3 | 0.03 | 12.22 | 0.1 | 9.54 | 0.1 |
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