LFRAX Mutual Fund Buy Hold or Sell Recommendation

LFRAX -  USA Fund  

USD 8.41  0.01  0.12%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Lord Abbett Inv is 'Strong Sell'. Macroaxis provides Lord Abbett buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LFRAX positions. The advice algorithm takes into account all of Lord Abbett's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Lord Abbett's buy-and-hold perspective. Additionally, see Lord Abbett Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as LFRAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Lord Abbett Inv.

Execute Lord Abbett Buy or Sell Advice

The LFRAX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lord Abbett Inv. Macroaxis does not own or have any residual interests in Lord Abbett Inv or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lord Abbett's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Lord AbbettBuy Lord Abbett
Strong Sell

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Lord Abbett Inv has a Mean Deviation of 0.0407, Standard Deviation of 0.0688, Variance of 0.0047, Downside Variance of 0.0235, Semi Variance of (0.004723) and Expected Short fall of (0.12)
We provide investment recommendation to complement the last-minute expert consensus on Lord Abbett Inv. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please exercise Lord Abbett Inv total asset, net asset, as well as the relationship between the Net Asset and bond positions weight to make buy, hold, or sell decision on Lord Abbett Inv.

Lord Abbett Trading Alerts and Improvement Suggestions

Lord Abbett Inv is unlikely to experience financial distress in the next 2 years
On 30th of June 2021 Lord Abbett paid $ 0.027 per share dividend to its current shareholders
The fund generated three year return of -1.0%
Lord Abbett Inv maintains about 97.38% of its assets in bonds

Lord Abbett Returns Distribution Density

The distribution of Lord Abbett's historical returns is an attempt to chart the future uncertainty of Lord Abbett's future price movements. The chart of the probability distribution of Lord Abbett stock daily returns describes the distribution of returns around its average expected value. We use Lord Abbett Inv price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lord Abbett returns is essential to provide solid investment advice for Lord Abbett stock.
Mean Return0.007247Value At Risk-0.12
Potential Upside0.12Standard Deviation0.07
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lord Abbett historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Lord Abbett Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Lord Abbett or Lord Abbett sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Lord Abbett stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a LFRAX stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.0025
β
Beta against DOW-0.0085
σ
Overall volatility
0.07
Ir
Information ratio -0.52

Lord Abbett Volatility Alert

Lord Abbett Inv exhibits very low volatility with skewness of -0.48 and kurtosis of 2.11. However, we advise investors to further study Lord Abbett Inv technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lord Abbett's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Lord Abbett's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Lord Abbett Fundamentals Vs Peers

Comparing Lord Abbett's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Lord Abbett's direct or indirect competition across all of the common fundamentals between Lord Abbett and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lord Abbett or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Lord Abbett's fundamental indicators could also be used in its relative valuation, which is a method of valuing Lord Abbett by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Lord Abbett to competition
FundamentalsLord AbbettPeer Average
One Year Return(7.84) %4.15 %
Three Year Return(0.51) %3.60 %
Five Year Return1.35 %3.24 %
Ten Year Return3.38 %1.79 %
Net Asset6.41 B4.11 B
Minimum Initial Investment1.5 K976.16 K
Last Dividend Paid0.030.65
Cash Position Weight0.05 %10.61 %
Equity Positions Weight0.59 %63.90 %
Bond Positions Weight97.38 %11.24 %

About Lord Abbett Buy or Sell Advice

When is the right time to buy or sell Lord Abbett Inv? Buying financial instruments such as LFRAX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Lord Abbett investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Additionally, see Lord Abbett Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Lord Abbett Inv information on this page should be used as a complementary analysis to other Lord Abbett's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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Please note, there is a significant difference between Lord Abbett's value and its price as these two are different measures arrived at by different means. Investors typically determine Lord Abbett value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lord Abbett's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.