Back to top
Lord Abbett Affiliated Fund, Inc Class R4: (MF: LAFSX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$19.89 USD
+0.02 (0.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.84 | 34 |
| 3 months | 6.38 | 44 |
| 6 months | 6.84 | 34 |
| 1 Year | 14.71 | 31 |
| 3 Year | 13.97 | 43 |
| 5 Year | 13.38 | 56 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.71 |
| 5 Year | 13.37 |
| 10 Year | NA |
| Since Inception | 9.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.42 | 6.38 | NA | NA |
| 2024 | 10.26 | -1.01 | 7.37 | -0.01 |
| 2023 | -2.61 | 3.95 | -1.67 | 11.07 |
| 2022 | -4.40 | -11.85 | -4.13 | 11.53 |
| 2021 | 8.74 | 5.57 | -0.04 | 10.39 |
| 2020 | -27.95 | 15.60 | 5.25 | 12.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.84 | 17.18 | 10.56 | -9.89 | 26.69 | -1.26 | 25.22 | -7.48 | 16.08 | 17.39 |
| % Total Return Rel to Index | 0.63 | -7.83 | -15.68 | 8.30 | -1.99 | -19.66 | -6.26 | -3.08 | -5.70 | 5.45 |
| % Total Return Rel to Peer | 0.58 | 1.34 | -4.71 | 0.89 | 2.35 | -9.47 | -0.41 | 0.08 | -1.32 | 6.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.11 | 0.32 | 0.28 | 0.29 | 0.26 | 0.29 | 0.34 | 0.32 | 0.36 | 0.37 |
| % Yield | 0.56 | 1.58 | 1.70 | 1.71 | 1.31 | 1.83 | 2.02 | 2.16 | 1.99 | 2.23 |
| Capital Gains ($) | 0.00 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.54 | 0.81 |
| Expense Ratio | 0.00 | 0.69 | 0.70 | 0.72 | 0.71 | 0.72 | 0.71 | 0.71 | 0.69 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%