Lord Abbett Affiliated Fund

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

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 0.47 0.47
Stocks 95.18 95.18
Bonds 0.0 0.0
Other 3.08 3.08
Foreign Bonds 0.0 0.0
Foreign Stocks 1.27 1.27
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Pfizer Inc PFE -0.1 4.02
JPMorgan Chase & Co JPM 0.43 3.57
Occidental Petroleum Corp OXY 9.61 3.02
Wal-Mart Stores Inc WMT -3.11 2.87
Apple Inc AAPL 17.82 2.57
Bristol-Myers Squibb Company BMY -8.11 2.51
McDonald's Corp MCD 5.76 2.35
Cisco Systems Inc CSCO 13.42 2.25
Verizon Communications Inc VZ 2.63 2.23
International Business Machines Corp IBM 0.44 2.2

Large Value Funds

Highest Returns (10-year)

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