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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1003 | 1151 | 1080 | 1425 | 1824 |
Fund Return | 15.11% | 0.26% | 15.11% | 2.59% | 7.33% | 6.2% |
Place in category | 97 | 122 | 97 | 359 | 201 | 293 |
% in Category | 15 | 22 | 15 | 53 | 33 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.51B | 5.10 | 8.79 | 9.16 | ||
Lord Abbett Growth Leaders I | 3.31B | 4.73 | 12.32 | 16.57 | ||
Lord Abbett Calibrated Dividend GrA | 2.75B | 2.70 | 10.54 | 11.83 | ||
Lord Abbett Natl Tax-Free Income A | 2.72B | 0.05 | -0.45 | 2.17 | ||
Lord Abbett Intermediate Tax Free I | 2.7B | 0.51 | 0.56 | 2.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.65B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.01B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lord Abbett Dividend Growth I | - | 15.41 | - | - | |
Lord Abbett Core Fixed Income I | - | 14.63 | - | - | |
Lord Abbett Fundamental Equity I | - | 13.65 | - | - | |
Lord Abbett Growth Leaders I | - | 11.40 | - | - | |
Lord Abbett Affiliated I | - | 10.12 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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