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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.03 | 15.53 |
Price to Book | 2.64 | 2.42 |
Price to Sales | 2.07 | 1.64 |
Price to Cash Flow | 11.32 | 10.24 |
Dividend Yield | 2.16 | 2.60 |
5 Years Earnings Growth | 8.66 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.03 | 20.41 |
Industrials | 16.75 | 11.74 |
Technology | 10.79 | 12.73 |
Healthcare | 10.70 | 15.36 |
Consumer Defensive | 8.98 | 8.58 |
Energy | 8.96 | 8.36 |
Basic Materials | 5.98 | 3.78 |
Consumer Cyclical | 5.64 | 6.43 |
Utilities | 4.33 | 5.19 |
Communication Services | 3.83 | 5.43 |
Number of long holdings: 67
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.79 | 210.50 | +0.34% | |
Exxon Mobil | US30231G1022 | 3.55 | 115.82 | +2.68% | |
UnitedHealth | US91324P1021 | 3.00 | 581.85 | +1.22% | |
Philip Morris | US7181721090 | 2.78 | 120.62 | -0.19% | |
Taiwan Semiconductor | US8740391003 | 2.61 | 177.97 | -4.74% | |
Walmart | US9311421039 | 2.61 | 79.78 | -0.18% | |
CRH | IE0001827041 | 2.47 | 6,906.0 | -0.63% | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 2.40 | - | - | |
Bank of America | US0605051046 | 2.30 | 39.40 | -0.30% | |
AbbVie | US00287Y1091 | 2.29 | 194.79 | +1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.34B | 16.01 | 6.75 | 8.50 | ||
Lord Abbett Growth Leaders I | 2.83B | 23.17 | -0.12 | 14.29 | ||
Lord Abbett Calibrated Dividend GrA | 2.68B | 20.88 | 8.78 | 11.58 | ||
Lord Abbett Natl Tax-Free Income A | 2.69B | 2.79 | -1.62 | 2.58 | ||
Lord Abbett Intermediate Tax Free I | 2.49B | 2.53 | -0.71 | 2.29 |
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