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

(NASDAQ Mutual Funds) As of Jun 12, 2026 04:48 PM ET

$22.24 USD

+0.18 (0.82%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.98 52
3 months 2.10 68
6 months 9.44 54
1 Year 22.22 54
3 Year 19.25 35
5 Year 9.66 54
10 Year 10.47 67

* 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) 669.48

Load Adjusted Returns as of May 31, 2026

1 Year 16.73
5 Year 9.57
10 Year 9.94
Since Inception 6.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.48 NA NA NA
2025 0.36 6.31 5.62 2.44
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.9815.4416.9210.26-10.1126.40-1.5424.97-7.6615.8517.03
% Total Return Rel to Index 2.43-2.77-8.10-15.978.09-2.28-19.94-6.51-3.27-5.945.09
% Total Return Rel to Peer 1.550.391.08-5.010.672.06-9.75-0.66-0.10-1.555.70
% Perf Quintile vs Peer* 2.003.002.004.003.002.005.004.004.004.001.00
% Dividends 0.040.160.270.240.250.210.250.300.280.310.33
% Yield 0.190.750.790.881.461.091.591.801.891.711.98
Capital Gains ($) 0.001.280.850.000.920.450.000.331.221.550.81
Expense Ratio 0.000.940.940.950.970.960.970.960.960.930.97

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