Lord Abbett Multi Asset Fund Fundamentals
| BLAVX Fund | USD 12.47 0.06 0.48% |
Lord Abbett Multi Asset fundamentals help investors to digest information that contributes to Lord Abbett's financial success or failures. It also enables traders to predict the movement of Lord Mutual Fund. The fundamental analysis module provides a way to measure Lord Abbett's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lord Abbett mutual fund.
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Lord Abbett Multi Asset Mutual Fund Three Year Return Analysis
Lord Abbett's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lord Abbett Three Year Return | 4.23 % |
Most of Lord Abbett's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lord Abbett Multi Asset is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Lord Abbett Multi Asset has a Three Year Return of 4.2303%. This is 64.48% lower than that of the Lord Abbett family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Lord Abbett Multi Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lord Abbett's current stock value. Our valuation model uses many indicators to compare Lord Abbett value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lord Abbett competition to find correlations between indicators driving Lord Abbett's intrinsic value. More Info.Lord Abbett Multi Asset is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 679.15 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lord Abbett's earnings, one of the primary drivers of an investment's value.Lord Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lord Abbett's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lord Abbett could also be used in its relative valuation, which is a method of valuing Lord Abbett by comparing valuation metrics of similar companies.Lord Abbett is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Lord Abbett
The fund invests 56.67% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (9.13%) , cash (1.67%) and various exotic instruments.Asset allocation divides Lord Abbett's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lord Fundamentals
| Total Asset | 2.11 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 15.82 % | ||||
| One Year Return | 17.25 % | ||||
| Three Year Return | 4.23 % | ||||
| Five Year Return | 7.80 % | ||||
| Ten Year Return | 6.95 % | ||||
| Net Asset | 1.7 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.67 % | ||||
| Equity Positions Weight | 56.67 % | ||||
| Bond Positions Weight | 9.13 % |
About Lord Abbett Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lord Abbett Multi Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lord Abbett using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lord Abbett Multi Asset based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. The fund uses a blend strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |