LGLIX Fundamentals

LGLIX -  USA Fund  

USD 44.13  1.01  2.24%

Lord Abbett Growth 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 LGLIX Mutual Fund. This fundamental analysis module provides a way for investors to measures Lord Abbett's intrinsic value by examining all of its available economic and financial indicators and drivers, 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. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

LGLIX Fundamentals 

 
Refresh

LGLIX Five Year Return Analysis

Lord Abbett's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Lord Abbett Five Year Return

    
  15.82 %  
Most of Lord Abbett's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lord Abbett Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Lord Abbett Five Year Return Component Assessment

According to the company disclosure, Lord Abbett Growth has a Five Year Return of 15.82%. This is 17.48% lower than that of the Lord Abbett family and significantly higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.

Lord Abbett Growth Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Lord Abbett's current stock value. Our valuation model uses many indicators to compare Lord Abbett value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lord Abbett competition to find correlations between indicators driving Lord Abbett's intrinsic value. More Info.
Lord Abbett Growth is number one fund in three year return among similar funds. It is number one fund in five year return among similar funds reporting about  0.75  of Five Year Return per Three Year Return. The ratio of Three Year Return to Five Year Return for Lord Abbett Growth is roughly  1.34 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Lord Abbett by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Lord Abbett's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lord Abbett's earnings, one of the primary drivers of an investment's value.

LGLIX Net Asset 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 Net Asset 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 net asset among similar funds.

Fund Asset Allocation for Lord Abbett

The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .
 Value 
      Instrument Type 

LGLIX Fundamentals

About Lord Abbett Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Lord Abbett Growth'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 Growth 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 invests in equity securities of U.S. and foreign companies across all market capitalization ranges that the portfolio management team believes demonstrate above-average, long-term growth potential. Lord Abbett is traded on NASDAQ Exchange in the United States.

Lord Abbett Investors Sentiment

The influence of Lord Abbett's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in LGLIX. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.

Current Sentiment - LGLIX

Lord Abbett Growth Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Lord Abbett Growth. What is your trading attitude regarding investing in Lord Abbett Growth? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
Skip

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Lord Abbett Growth using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see Lord Abbett Piotroski F Score and Lord Abbett Altman Z Score analysis. Note that the Lord Abbett Growth 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Complementary Tools for LGLIX Mutual Fund analysis

When running Lord Abbett Growth 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 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.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Fund Screener
Find activelly-traded funds from around the world traded on over 30 global exchanges
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
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.