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Lord Abbett Mid Cap Stock Fd Cl A: (MF: LAVLX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$36.66 USD

-0.02 (-0.06%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 14.76 52
3 months 4.98 70
6 months 8.61 51
1 Year 21.88 54
3 Year 7.72 29
5 Year 11.43 62
10 Year 7.34 86

* Annual for three years and beyond.

Zacks Premium Research for LAVLX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

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Portfolio Statistics

% Unrealized Gain 24.71
% Yield 0.46
% SEC Yield NA
Net Assets (Mil $) 8/31/2024 928.91
% Turnover 8/31/2024 41.00

Risk

3 Year 5 Year 10 Year
Beta 0.94 1.04 1.04
Alpha -0.90 -3.83 -5.12
R Squared 0.80 0.80 0.82
Std. Dev. 18.56 20.88 17.52
Sharpe 0.31 0.54 3.00

Sector / Country Weightings

As of 8/31/2024 % of Portfolio
Finance 24.63
Industrial Cyclical 21.99
Technology 13.13
Retail Trade 13.08
Energy 6.10
Utilities 5.65
Services 4.52
Health 3.89
Other 3.25
Non-Durable 2.26
Consumer Durables 1.50

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2024)
% of Portfolio Value (Mil$)
MOLINA HEALTHCARE INC 2.47 30.14
PARKER HANNIFIN CORP 2.41 29.37
MASCO CORP 2.32 28.24
AMERISOURCEBERGEN CORP 2.26 27.51
KKR & CO INC 2.26 27.49
TARGET CORP 2.17 26.45
PERMIAN RESOURCES CORP CL 2.08 25.37
DEVON ENERGY CORP 2.02 24.59
LABORATORY CRP OF AMER HL 2.02 24.57

Stock Holding % of Net Assets

As Of 3/31/2024
Total Issues 65
Avg. P/E 21.90
Avg. P/Book 2.74
Avg. EPS Growth 13.94
Avg. Market Value (Mil $) 23,219

Allocation

% of Portfolio
Large Growth 0.00
Large Value 35.56
Small Growth 18.53
Small Value 25.95
Foreign Stock 5.47
Emerging Market 0.00
Precious Metal 0.66
Intermediate Bond 5.18
Foreign Bond 0.00
High Yield Bond 0.00