The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Adobe (NASDAQ:ADBE), MARATHON PETROLEUM Corp (NYSE:MPC).
The investment seeks long-term capital appreciation.
The fund invests in a diversified portfolio of equity securities of global issuers across all market capitalizations. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of foreign and U.S. companies. The fund invests a percentage of its net assets in securities of non-U.S. companies equal to at least the lesser of 40% or the percentage of non-U.S. companies in the index designated by the fund as its benchmark less 10%.
The average market capitalization across the Lord Abbett Global Equity R5 MF is 693.5B. The market cap for tickers in the group ranges from 57.16B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is MPC at 57.16B.
The average weekly volume growth across all stocks in the Lord Abbett Global Equity R5 MF was 90%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 44
Price Growth Rating: 33
SMR Rating: 42
Profit Risk Rating: 24
Seasonality Score: 12 (-100 ... +100)