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Lord Abbett Affiliated Fd, Inc - Cl R3: (MF: LAFRX)

(NASDAQ Mutual Funds) As of Dec 9, 2025 04:47 PM ET

$19.85 USD

-0.06 (-0.30%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 11.94 57
3 months 3.97 64
6 months 13.30 58
1 Year 11.01 59
3 Year 13.76 50
5 Year 13.54 55
10 Year 9.42 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.14
Bull Market (2/09 - 3/21) 584.60

Load Adjusted Returns as of Oct 31, 2025

1 Year 12.61
5 Year 13.17
10 Year 10.26
Since Inception 6.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.36 6.31 5.62 NA
2024 10.18 -1.01 7.29 -0.07
2023 -2.66 3.87 -1.73 10.99
2022 -4.45 -11.89 -4.18 11.44
2021 8.66 5.56 -0.10 10.31
2020 -27.98 15.50 5.25 12.45

Annual Return

20252024202320222021202020192018201720162015
% Total Return 11.9416.9210.26-10.1126.40-1.5424.97-7.6615.8517.03-4.40
% Total Return Rel to Index -5.26-8.10-15.978.09-2.28-19.94-6.51-3.27-5.945.09-5.79
% Total Return Rel to Peer -0.581.08-5.010.672.06-9.75-0.66-0.10-1.555.70-1.19
% Perf Quintile vs Peer* 0.000.004.003.003.005.004.003.004.001.004.00
% Dividends 0.130.270.240.250.210.250.300.280.310.330.32
% Yield 0.621.341.311.461.091.591.801.891.711.982.01
Capital Gains ($) 0.000.850.000.920.450.000.331.221.550.811.14
Expense Ratio 0.940.940.950.970.960.970.960.960.930.970.98

* 1 = Top 20%, 5 = Bottom 20%