Lord Abbett Alpha Fund Cash Position Weight
ALFRX Fund | USD 20.72 1.94 1.22% |
Lord Abbett Alpha fundamentals help investors to digest information that contributes to Lord Abbett's financial success or failures. It also enables traders to predict the movement of Lord Mutual Fund. The fundamental analysis module provides a way to measure Lord Abbett's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lord Abbett mutual fund.
Lord |
Lord Cash Position Weight Analysis
Lord Abbett's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Competition |
Lord Abbett Cash Position Weight Component Assessment
In accordance with the recently published financial statements, Lord Abbett Alpha has 0.0% in Cash Position Weight. This indicator is about the same for the Lord Abbett average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. The cash position weight for all United States funds is 100.0% higher than that of the company.
Lord Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lord Abbett's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lord Abbett could also be used in its relative valuation, which is a method of valuing Lord Abbett by comparing valuation metrics of similar companies.Lord Abbett is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Lord Abbett
The fund invests 99.94% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Lord Abbett's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lord Fundamentals
Price To Earning | 20.56 X | |||
Price To Book | 2.34 X | |||
Price To Sales | 1.59 X | |||
Total Asset | 641.89 M | |||
Year To Date Return | 5.81 % | |||
One Year Return | 18.37 % | |||
Three Year Return | (2.23) % | |||
Five Year Return | 7.71 % | |||
Ten Year Return | 9.37 % | |||
Net Asset | 1.16 B | |||
Last Dividend Paid | 0.21 | |||
Equity Positions Weight | 99.94 % |
About Lord Abbett Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lord Abbett Alpha's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lord Abbett using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lord Abbett Alpha based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund is a fund of funds that invests in affiliated mutual funds managed by Lord, Abbett Co. Lord Abbett is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Lord Abbett in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Lord Abbett's short interest history, or implied volatility extrapolated from Lord Abbett options trading.
Pair Trading with Lord Abbett
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Lord Abbett position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Lord Abbett will appreciate offsetting losses from the drop in the long position's value.Moving together with Lord Mutual Fund
0.87 | VSGAX | Vanguard Small-cap Growth | PairCorr |
0.87 | VSGIX | Vanguard Small-cap Growth | PairCorr |
0.87 | VISGX | Vanguard Small-cap Growth | PairCorr |
0.86 | VEXPX | Vanguard Explorer Fund | PairCorr |
0.85 | VEXRX | Vanguard Explorer Fund | PairCorr |
The ability to find closely correlated positions to Lord Abbett could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lord Abbett when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lord Abbett - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lord Abbett Alpha to buy it.
The correlation of Lord Abbett is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lord Abbett moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lord Abbett Alpha moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lord Abbett can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Lord Abbett Piotroski F Score and Lord Abbett Altman Z Score analysis. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Complementary Tools for Lord Mutual Fund analysis
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.
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
AI Investment Finder Use AI to screen and filter profitable investment opportunities | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |