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Lord Abbett Dividend Growth F3 (LRMAX)

23.69
-0.07
(-0.29%)
At close: 8:01:27 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 26.98%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return 3.06%
5y Average Return 15.81%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LRMAXCategory AverageLRMAXCategory AverageLRMAXCategory Average
Alpha 0.38 -0.01 0.14 -0.01 -0.08 -0.01
BETA 0.89 0.01 0.91 0.01 0.9 0.01
Mean Annual Return 1.03 0.01 1.24 0.01 0.98 0.01
R-squared 93.71 0.94 94.57 0.95 93.98 0.95
Standard Deviation 15.03 0.17 15.16 0.19 14.31 0.15
Sharpe Ratio 0.52 0 0.79 0.01 0.68 0.01
Treynor Ratio 8 0.03 12.91 0.1 10.22 0.1

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