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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1028 | 1126 | 1007 | 1361 | 1694 |
Fund Return | 4.11% | 2.84% | 12.56% | 0.25% | 6.35% | 5.41% |
Place in category | 41 | 49 | 173 | 584 | 293 | 343 |
% in Category | 7 | 9 | 25 | 87 | 46 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.07B | 5.61 | 5.36 | 8.04 | ||
Lord Abbett Growth Leaders I | 2.69B | 10.85 | -0.94 | 13.94 | ||
Lord Abbett Natl Tax-Free Income A | 2.52B | -0.82 | -2.20 | 2.61 | ||
Lord Abbett Intermediate Tax Free I | 2.41B | -0.28 | -1.15 | 2.26 | ||
Lord Abbett Calibrated Dividend GrA | 2.45B | 5.60 | 6.87 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.17B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lord Abbett Dividend Growth I | - | 15.61 | - | - | |
Lord Abbett Core Fixed Income I | - | 15.57 | - | - | |
Lord Abbett Fundamental Equity I | - | 12.87 | - | - | |
Lord Abbett Growth Leaders I | - | 11.38 | - | - | |
Lord Abbett Affiliated I | - | 9.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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