LORD ABBETT Competition

ALFRX Fund

USD 20.90 0.47 2.30%

LORD ABBETT ALPHA competes with Transamerica Intermediate, BBH Intermediate, Overlay Shares, PIONEER AMT-FREE, and LOW-DURATION BOND; as well as few others. The fund is listed under Small Growth category and is part of Lord Abbett family. Analyzing LORD ABBETT competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of LORD ABBETT to its intrinsic valuation because they are able to contrast its competitors on a relative basis.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of LORD ABBETT competition on your existing holdings. Check out LORD ABBETT Correlation with its peers.

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of LORD ABBETT's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of LORD ABBETT in the context of predictive analytics.

Hype

Prediction

Low	Estimated	High
19.78	20.90	22.02

Details

Intrinsic

Valuation

Low	Real	High
19.62	20.74	21.86

Details

Naive

Forecast

Low	Next	High
19.56	20.68	21.80

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
19.99	20.49	20.98

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as LORD ABBETT. Your research has to be compared to or analyzed against LORD ABBETT's peers to derive any actionable benefits. When done correctly, LORD ABBETT's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in LORD ABBETT ALPHA.

LORD ABBETT Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between LORD ABBETT and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of LORD and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of LORD ABBETT ALPHA does not affect the price movement of the other competitor.

Related Correlations

	TIMTX	BBINX	OVM	MNBCX	GLDZX	FYMNX
TIMTX		0.99	0.91	0.98	0.77	1.0	TIMTX
BBINX	0.99		0.91	0.99	0.73	0.99	BBINX
OVM	0.91	0.91		0.87	0.78	0.9	OVM
MNBCX	0.98	0.99	0.87		0.7	0.99	MNBCX
GLDZX	0.77	0.73	0.78	0.7		0.73	GLDZX
FYMNX	1.0	0.99	0.9	0.99	0.73		FYMNX
	TIMTX	BBINX	OVM	MNBCX	GLDZX	FYMNX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

Nowadays, there is a big difference between LORD Mutual Fund performing well and LORD ABBETT Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze LORD ABBETT's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Information Ratio	Expected Shortfall	Potential Upside	Value At Risk	Maximum Drawdown
TIMTX	0.18	0.01	0.08	(0.26)	0.21	0.11	(0.21)	0.38	(0.47)	1.51	Transamerica Intermediate Profile Transamerica Intermediate Dashboard Technical analysis Backtest News Timeline
BBINX	0.13	0.00	0.07	(0.14)	0.13	0.11	(0.17)	0.30	(0.39)	0.98	BBH Intermediate Profile BBH Intermediate Dashboard Technical analysis Backtest
OVM	0.26	0.03	0.13	5.15	0.25	0.12	(0.29)	0.51	(0.50)	2.50	Overlay Shares Profile Overlay Shares Dashboard Technical analysis Backtest News Timeline
MNBCX	0.27	0.03	0.07	(0.92)	0.37	0.1	(0.37)	0.79	(0.63)	2.48	PIONEER AMT-FREE Profile PIONEER AMT-FREE Dashboard Technical analysis Backtest
GLDZX	0.17	0.01	0.13	(0.08)	0.07	0.11	(0.24)	0.40	(0.31)	1.27	LOW-DURATION BOND Profile LOW-DURATION BOND Dashboard Technical analysis Backtest
FYMNX	0.16	0.01	0.08	(0.21)	0.17	0.11	(0.20)	0.38	(0.47)	1.12	NUVEEN MINNESOTA Profile NUVEEN MINNESOTA Dashboard Technical analysis Backtest

LORD ABBETT Competitive Analysis

The better you understand LORD ABBETT competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, LORD ABBETT's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across LORD ABBETT's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ALFRX	TIMTX	BBINX	OVM	MNBCX	GLDZX	FYMNX
	2.30 20.90 LORD	0.38 10.59 Transamerica	0.1 10.15 BBH	0.18 21.91 Overlay	0.71 12.81 PIONEER	0.16 12.70 LOW-DURATION	0.38 10.70 NUVEEN
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	OK	OK	Modest	OK	Modest	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Very Small	Very Small	Very Small	Very Small	Very Small	Very Small	Very Small
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Cautious Hold	Cautious Hold	Strong Buy	Cautious Hold	Cautious Hold	Cautious Hold
Net Asset	641.89 M	2.8 B	691.81 M	14.2 M	1.17 B	1.07 B	755.49 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	1 K	100 K
Five Year Return	3.87 %	3.66 %	3.88 %	N/A	3.69 %	1.69 %	3.59 %
One Year Return	(0.43) %	3.19 %	4.14 %	(14.01) %	6.01 %	2.96 %	2.61 %
Last Dividend Paid	0.21	0.02	0.01	0.24	0.01	0.05	0.02
Price to Sales	1.59 X	N/A	N/A	N/A	N/A	N/A	N/A
Price to Book	2.34 X	N/A	N/A	N/A	N/A	N/A	N/A
Equity Positions Weight	99.94 %	N/A	N/A	(2.71) %	N/A	N/A	N/A
Cash Position Weight	N/A	4.54 %	0.19 %	N/A	2.47 %	20.03 %	0.54 %
Three Year Return	4.22 %	3.54 %	3.95 %	(1.57) %	3.94 %	2.16 %	3.42 %
Bond Positions Weight	N/A	95.46 %	N/A	N/A	0.21 %	74.92 %	99.46 %
Ten Year Return	9.37 %	N/A	N/A	N/A	4.37 %	1.77 %	4.59 %
Price to Earning	20.56 X	N/A	N/A	N/A	N/A	N/A	N/A
Coefficient Of Variation	(29,654)	1031.87	1227.81	895.64	1183.56	1085.71	1108.11
Mean Deviation	0.8982	0.1823	0.1327	0.2603	0.274	0.1687	0.1605
Jensen Alpha	0.0025	0.014	0.0046	0.0299	0.0264	0.0088	0.0095
Total Risk Alpha	0.0037	0.0188	0.0081	0.0354	0.0336	0.0141	0.0137
Sortino Ratio	N/A	0.0824	0.0746	0.1267	0.0658	0.1273	0.0786
Downside Variance	N/A	0.1279	0.0702	0.1231	0.3974	0.0394	0.0996
Standard Deviation	1.13	0.2564	0.1863	0.357	0.4362	0.2244	0.2239
Kurtosis	(0.43)	2.54	1.34	4.55	3.48	2.09	1.49
Potential Upside	1.83	0.3791	0.2964	0.5104	0.7924	0.3953	0.377
Treynor Ratio	(0.012377)	(0.26)	(0.14)	5.15	(0.92)	(0.08)	(0.21)
Maximum Drawdown	4.15	1.51	0.9801	2.5	2.48	1.27	1.12
Variance	1.28	0.0657	0.0347	0.1275	0.1902	0.0504	0.0501
Market Risk Adjusted Performance	(0.002377)	(0.25)	(0.13)	5.16	(0.91)	(0.07)	(0.20)
Risk Adjusted Performance	(0.001502)	0.0645	0.0361	0.0887	0.0679	0.0547	0.0529
Skewness	(0.28)	(0.94)	(0.67)	0.6581	(1.04)	0.9243	(0.71)
Semi Deviation	N/A	0.2101	0.1326	0.2492	0.3741	0.0736	0.166
Information Ratio	7.0E-4	0.1149	0.1062	0.1245	0.095	0.1126	0.1108
Value At Risk	(2.00)	(0.47)	(0.39)	(0.50)	(0.63)	(0.31)	(0.47)
Expected Short fall	N/A	(0.21)	(0.17)	(0.29)	(0.37)	(0.24)	(0.20)
Downside Deviation	N/A	0.3576	0.265	0.3508	0.6304	0.1985	0.3155
Semi Variance	N/A	0.0441	0.0176	0.0621	0.1399	0.0054	0.0276

LORD ABBETT Competition Performance Charts

Five steps to successful analysis of LORD ABBETT Competition

LORD ABBETT's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by LORD ABBETT ALPHA in relation to its competition. LORD ABBETT's competition analysis typically involves several steps, including::

Identifying the key players in the market: This involves identifying the major competitors of LORD ABBETT in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact LORD ABBETT's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to LORD ABBETT ALPHA, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your LORD ABBETT position

In addition to having LORD ABBETT in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies involved in production of aluminum. The Aluminum theme has 41 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aluminum Theme or any other thematic opportunities.

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Check out LORD ABBETT Correlation with its peers. You can also try the Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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When running LORD ABBETT's price analysis, check to measure LORD ABBETT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LORD ABBETT is operating at the current time. Most of LORD ABBETT's value examination focuses on studying past and present price action to predict the probability of LORD ABBETT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LORD ABBETT's price. Additionally, you may evaluate how the addition of LORD ABBETT to your portfolios can decrease your overall portfolio volatility.

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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 if LORD ABBETT is a good investment 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.

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LORD ABBETT Competition

Specify up to 10 symbols:

LORD ABBETT Competition Correlation Matrix

Related Correlations

Risk-Adjusted Indicators

LORD ABBETT Competitive Analysis

LORD ABBETT Competition Performance Charts

Five steps to successful analysis of LORD ABBETT Competition

Complement your LORD ABBETT position

Did You Try This Idea?

Run Aluminum Thematic Idea Now

Aluminum

Complementary Tools for LORD Mutual Fund analysis

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