Lord Abbett Affiliated Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Management generally looks for value stocks of established large-cap companies and a few multinational names. Generally, the fund holds about 100 different companies, with an average annual turnover of about 50 percent. Frascarelli says, "We think it could be a foundational or core holding for any investor."

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 94.96 94.96
Bonds 0.0 0.0
Other 2.8 2.8
Foreign Bonds 0.0 0.0
Foreign Stocks 2.24 2.24
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM -3.23 3.62
Pfizer Inc PFE 5.26 3.58
Occidental Petroleum Corporation OXY 1.0 3.03
Wal-Mart Stores Inc WMT -5.81 2.83
Verizon Communications Inc VZ -2.65 2.61
Microsoft Corporation MSFT 1.74 2.48
Philip Morris International, Inc. PM -7.67 2.46
Apple Inc AAPL -5.38 2.45
McDonald's Corporation MCD -1.96 2.36
Chevron Corp CVX -7.26 2.35