Nasdaq - Delayed Quote USD

Lord Abbett Dividend Growth R2 (LAMQX)

20.80 +0.17 (+0.82%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.74%
5y Average Return 11.01%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 27.47%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 27.47%
Worst 3Y Total Return 7.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAMQX
Category
YTD
10.67%
14.84%
1-Month
2.98%
1.65%
3-Month
10.67%
7.55%
1-Year
25.25%
40.47%
3-Year
9.94%
16.77%
5-Year
12.44%
16.15%
10-Year
10.73%
13.21%
Last Bull Market
33.87%
24.09%
Last Bear Market
-12.45%
-17.61%

Annual Total Return (%) History

Year
LAMQX
Category
2024
--
--
2023
15.95%
--
2022
-13.83%
--
2021
25.21%
--
2020
15.11%
15.83%
2019
26.13%
28.78%
2018
-5.08%
-6.27%
2017
18.66%
20.44%

2016
14.73%
10.37%
2015
-2.68%
-1.07%
2014
11.14%
10.96%
2013
27.47%
31.50%
2012
12.80%
14.96%
2011
-0.41%
-1.27%
2010
14.45%
14.01%
2009
23.21%
28.17%
2008
-27.16%
-37.79%
2007
--
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.67% -- -- --
2023 2.45% 5.81% -2.97% 10.23%
2022 -6.77% -12.45% -4.51% 10.55%
2021 4.18% 7.42% -0.01% 11.89%
2020 -19.94% 19.06% 9.47% 10.31%
2019 11.86% 3.86% 4.18% 4.21%
2018 -2.87% 1.21% 8.29% -10.84%
2017 4.31% 2.35% 3.33% 7.56%
2016 5.92% 4.80% 0.65% 2.68%
2015 -0.25% -2.28% -5.78% 5.96%

2014 1.42% 4.64% -1.53% 6.36%
2013 10.35% 1.17% 5.26% 8.47%
2012 10.78% -3.85% 5.67% 0.21%
2011 5.48% -0.28% -13.99% 10.08%
2010 4.70% -8.26% 10.20% 8.13%
2009 -5.15% 9.87% 12.34% 5.24%
2008 -8.72% -0.49% -8.68% -12.19%
2007 -3.32% -- -- --

Rank in Category (By Total Return)

YTD 36
1-Month 73
3-Month 36
1-Year 70
3-Year 56
5-Year 76

Load Adjusted Returns

1-Year 25.25%
3-Year 9.94%
5-Year 12.44%
10-Year 10.73%

Performance & Risk

YTD Return 5.74%
5y Average Return 11.01%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Lord Abbett
Net Assets 3.94B
YTD Return 10.67%
Yield 0.42%
Morningstar Rating
Inception Date Dec 27, 2001

Fund Summary

The fund invests in equity securities of large and mid-sized companies that the fund's portfolio management team believes have potential for long-term total return and consistent increases in their dividends over time resulting from their earnings growth. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs").

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