LAFYX Mutual Fund

LAFYX Mutual Fund (Lord Abbett Affiliated Fund Inc. Class I) is managed by Lord Abbett Family of Funds with $109.4M in net assets. LAFYX expense ratio is 0.44%, holding 68 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-03-27.

LAFYX performance shows a YTD return of 13.22%. The 1-year return is 19.18% and the 5-year return is 11.67%. LAFYX dividend yield stands at 6.81%, paid quarterly.

LAFYX top holdings include Alphabet Inc,class A (4.9%), Morgan Stanley (3.6%), Jpmorgan Chase (3.5%), Taiwan Semiconductor - Adr (3.2%), Johnson & Johnson - Common (2.9%). Go to all LAFYX holdings, LAFYX sectors, or LAFYX dividends.

LAFYX can be compared against other funds. Use LAFYX overlap to find shared positions, or LAFYX vs another fund for a side-by-side view. LAFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.