Notable companies
The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), Comcast Corp (NASDAQ:CMCSA).
Industry description
The investment seeks long-term growth of capital and income without excessive fluctuations in market value.
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. In selecting investments, the portfolio management team focuses on U.S. companies that pay dividends and seeks to identify companies that the advisor believes have the potential for capital appreciation.
Market Cap
The average market capitalization across the Lord Abbett Affiliated R5 MF is 351B. The market cap for tickers in the group ranges from 44.25B to 867.17B. TSM holds the highest valuation in this group at 867.17B. The lowest valued company is FERG at 44.25B.
Volume
The average weekly volume growth across all stocks in the Lord Abbett Affiliated R5 MF was -1%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 43
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 22
Seasonality Score: 34 (-100 ... +100)