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Lord Abbett Global Equity Fund - Class A: (MF: LGCAX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$15.05 USD
-0.02 (-0.13%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.76 | 19 |
| 3 months | 10.76 | 19 |
| 6 months | 25.27 | 15 |
| 1 Year | 27.80 | 15 |
| 3 Year | 7.55 | 18 |
| 5 Year | 12.48 | 14 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 8.41 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 6.97 |
| % Turnover 3/31/2024 | 55.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.96 | 0.97 | NA |
| Alpha | -3.15 | -1.81 | 0.00 |
| R Squared | 0.95 | 0.93 | NA |
| Std. Dev. | 17.17 | 18.45 | NA |
| Sharpe | 0.36 | 0.66 | NA |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| United States | 57.51 |
| United Kingdom | 9.66 |
| France | 3.66 |
| China | 3.57 |
| Ireland | 3.23 |
| Japan | 2.84 |
| Denmark | 2.66 |
| Canada | 2.29 |
| Argentina | 2.02 |
| Mexico | 1.91 |
Portfolio Holdings
| Top Equity Holdings (As of 10/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| ALPHABET INC CLASS A | 4.94 | 0.69 |
| MICROSOFT CORP | 4.85 | 0.67 |
| META PLATFORMS INC | 3.53 | 0.49 |
| UNITEDHEALTH GROUP INC | 3.09 | 0.43 |
| APPLE INC | 2.97 | 0.41 |
| VISA INC | 2.79 | 0.39 |
| ADOBE INC | 2.48 | 0.35 |
| MARATHON PETROLEUM CORP | 2.45 | 0.34 |
| NVIDIA CORP | 2.41 | 0.33 |
Stock Holding % of Net Assets
| As Of | 10/31/2023 |
| Total Issues | NA |
| Avg. P/E | 35.11 |
| Avg. P/Book | 4.93 |
| Avg. EPS Growth | 14.09 |
| Avg. Market Value (Mil $) | 394,116 |
Allocation
| % of Portfolio | |
| Large Growth | 38.31 |
| Large Value | 2.86 |
| Small Growth | 3.50 |
| Small Value | 0.00 |
| Foreign Stock | 27.74 |
| Emerging Market | 16.23 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |