Lord Abbett Growth Fund Manager Performance Evaluation
| LGLFX Fund | USD 38.16 0.63 1.62% |
The fund secures a Beta (Market Risk) of 1.32, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lord Abbett will likely underperform.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Lord Abbett may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more| Expense Ratio | 0.6600 |
Lord |
Lord Abbett Relative Risk vs. Return Landscape
If you would invest 3,589 in Lord Abbett Growth on January 19, 2024 and sell it today you would earn a total of 227.00 from holding Lord Abbett Growth or generate 6.32% return on investment over 90 days. Lord Abbett Growth is currently producing 0.1067% returns and takes up 1.3805% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Lord, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lord Abbett Current Valuation
Fairly Valued
Today
Please note that Lord Abbett's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lord Abbett Growth secures a last-minute Real Value of $38.18 per share. The latest price of the fund is $38.16. We determine the value of Lord Abbett Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Lord Abbett Growth is useful when determining the fair value of the Lord mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Lord Abbett. Since Lord Abbett is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lord Mutual Fund. However, Lord Abbett's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 38.16 | Real 38.18 | Hype 38.16 | Naive 37.44 |
The real value of Lord Mutual Fund, also known as its intrinsic value, is the underlying worth of Lord Abbett Growth Mutual Fund, which is reflected in its stock price. It is based on Lord Abbett's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Lord Abbett's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lord Abbett's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lord Abbett Growth helps investors to forecast how Lord mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lord Abbett more accurately as focusing exclusively on Lord Abbett's fundamentals will not take into account other important factors: Lord Abbett Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lord Abbett's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lord Abbett Growth, and traders can use it to determine the average amount a Lord Abbett's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0773
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | LGLFX | High Risk | Huge Risk |
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Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Lord Abbett is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lord Abbett by adding it to a well-diversified portfolio.
Lord Abbett Fundamentals Growth
Lord Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lord Abbett, and Lord Abbett fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lord Mutual Fund performance.
| Price To Earning | 29.82 X | |||
| Price To Book | 6.21 X | |||
| Price To Sales | 3.97 X | |||
| Total Asset | 9.17 B | |||
About Lord Abbett Performance
To evaluate Lord Abbett Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lord Abbett generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lord Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lord Abbett Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lord's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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. Under normal conditions, it invests at least 50 percent of its net assets in companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index.Things to note about Lord Abbett Growth performance evaluation
Checking the ongoing alerts about Lord Abbett for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lord Abbett Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Lord Abbett Growth maintains all of its assets in stocks |
- Analyzing Lord Abbett's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lord Abbett's stock is overvalued or undervalued compared to its peers.
- Examining Lord Abbett's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lord Abbett's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lord Abbett's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lord Abbett's mutual fund. These opinions can provide insight into Lord Abbett's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lord Abbett Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. 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 the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.