BFLAX Mutual Fund Buy Hold or Sell Recommendation

BFLAX
 Fund
  

USD 10.09  0.02  0.20%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding LORD ABBETT BALANCED is 'Strong Hold'. Macroaxis provides LORD ABBETT buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BFLAX positions. The advice algorithm takes into account all of LORD ABBETT's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from LORD ABBETT's buy-and-hold perspective. Continue to LORD ABBETT Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as BFLAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards LORD ABBETT BALANCED.

Execute LORD ABBETT Buy or Sell Advice

The BFLAX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on LORD ABBETT BALANCED. Macroaxis does not own or have any residual interests in LORD ABBETT BALANCED or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute LORD ABBETT's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell LORD ABBETTBuy LORD ABBETT
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon LORD ABBETT BALANCED has a Risk Adjusted Performance of 0.0251, Jensen Alpha of (0.03041), Total Risk Alpha of (0.031911), Sortino Ratio of (0.08) and Treynor Ratio of 0.0157
Our investment recommendation tool can cross-verify current analyst consensus on LORD ABBETT BALANCED and to analyze the entity potential to grow next year. Use LORD ABBETT BALANCED three year return and cash position weight to ensure your buy or sell decision on LORD ABBETT BALANCED is adequate.

LORD ABBETT Trading Alerts and Improvement Suggestions

LORD ABBETT BALANCED generated a negative expected return over the last 90 days
LORD ABBETT BALANCED is unlikely to experience financial distress in the next 2 years
On 28th of October 2022 LORD ABBETT paid $ 0.0022 per share dividend to its current shareholders
The fund holds about 28.46% of its assets under management (AUM) in fixed income securities

LORD ABBETT Returns Distribution Density

The distribution of LORD ABBETT's historical returns is an attempt to chart the uncertainty of LORD ABBETT's future price movements. The chart of the probability distribution of LORD ABBETT stock daily returns describes the distribution of returns around its average expected value. We use LORD ABBETT BALANCED price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of LORD ABBETT returns is essential to provide solid investment advice for LORD ABBETT.
Mean Return0.0188Value At Risk-1.15
Potential Upside1.27Standard Deviation0.87
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of LORD ABBETT historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

LORD ABBETT Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to LORD ABBETT or Lord Abbett sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that LORD ABBETT's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BFLAX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.03
β
Beta against NYSE Composite0.56
σ
Overall volatility
0.87
Ir
Information ratio -0.07

LORD ABBETT Volatility Alert

LORD ABBETT BALANCED exhibits relatively low volatility with skewness of 0.55 and kurtosis of 1.41. However, we advice investors to further investigate LORD ABBETT BALANCED to ensure all market statistics is disseminated and is consistent with investors' estimations about LORD ABBETT upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure LORD ABBETT's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact LORD ABBETT's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

LORD ABBETT Fundamentals Vs Peers

Comparing LORD ABBETT's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze LORD ABBETT's direct or indirect competition across all of the common fundamentals between LORD ABBETT and the related equities. This way, we can detect undervalued stocks with similar characteristics as LORD ABBETT or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of LORD ABBETT's fundamental indicators could also be used in its relative valuation, which is a method of valuing LORD ABBETT by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare LORD ABBETT to competition
FundamentalsLORD ABBETTPeer Average
Price to Earning15.72 X6.53 X
Price to Book1.57 X0.74 X
Price to Sales1.30 X0.61 X
One Year Return3.14 %4.15 %
Three Year Return2.62 %3.60 %
Five Year Return2.52 %3.24 %
Ten Year Return6.03 %1.79 %
Net Asset2.57 B4.11 B
Minimum Initial Investment1.5 K976.16 K
Cash Position Weight0.47 %10.61 %
Equity Positions Weight69.03 %63.90 %
Bond Positions Weight28.46 %11.24 %

About LORD ABBETT Buy or Sell Advice

When is the right time to buy or sell LORD ABBETT BALANCED? Buying financial instruments such as BFLAX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having LORD ABBETT in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run IT Thematic Idea Now

IT
IT Theme
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Continue to LORD ABBETT Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the LORD ABBETT BALANCED information on this page should be used as a complementary analysis to other LORD ABBETT's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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Please note, there is a significant difference between LORD ABBETT's value and its price as these two are different measures arrived at by different means. Investors typically determine LORD ABBETT value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LORD ABBETT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.