Lord Abbett Balanced Fund Quote
| BFLAX Fund | USD 12.63 0.05 0.40% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Lord Abbett is trading at 12.63 as of the 1st of December 2024; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 12.58. Lord Abbett has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Lord Abbett Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund is a fund-of-funds that invests in affiliated investment companies managed by Lord, Abbett Co. LLC . Under normal conditions, through the underlying funds, it indirectly invests in U.S. equity securities, fixed income securities and select foreign securities. More on Lord Abbett Balanced
Moving together with Lord Mutual Fund
Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Lord Abbett (View all Sectors) |
| Update Date | 30th of September 2024 |
Lord Abbett Balanced [BFLAX] is traded in USA and was established 1st of December 2024. Lord Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Lord Abbett family. This fund currently has accumulated 1.7 B in assets under management (AUM) with minimum initial investment of 1.5 K. Lord Abbett Balanced is currently producing year-to-date (YTD) return of 17.54% with the current yeild of 0.02%, while the total return for the last 3 years was 2.55%.
Check Lord Abbett Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lord Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lord Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lord Abbett Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lord Abbett Balanced Mutual Fund Constituents
| LLDYX | Lord Abbett Short | Mutual Fund | Short-Term Bond | |
| LAIDX | Lord Abbett International | Mutual Fund | Foreign Large Value | |
| LUBYX | Lord Abbett Ultra | Mutual Fund | Ultrashort Bond | |
| LMGYX | Lord Abbett Growth | Mutual Fund | Mid-Cap Growth | |
| LMCYX | Lord Abbett Mid | Mutual Fund | Mid-Cap Value | |
| LIFLX | Lord Abbett Focused | Mutual Fund | Large Value | |
| LIFIX | Lord Abbett Inflation | Mutual Fund | Short-Term Inflation-Protected Bond | |
| LICYX | Lord Abbett International | Mutual Fund | Foreign Large Blend |
Lord Abbett Balanced Risk Profiles
| Mean Deviation | 0.3454 | |||
| Semi Deviation | 0.3265 | |||
| Standard Deviation | 0.4614 | |||
| Variance | 0.2129 |
Lord Abbett Against Markets
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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