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Morningstar

Lord Abbett Multi-Asset Balanced Opp R3 BLARX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.25  /  −0.18 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.98%
  • Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BLARX

Will BLARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BLARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BLARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Multi-Asset Balanced Opp R3's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BLARX

More BLARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Dividend Growth I

17.07 335.4 Mil
—

Lord Abbett Core Fixed Income I

15.85 311.6 Mil
—

Lord Abbett Growth Leaders I

12.45 244.6 Mil
—

Lord Abbett Fundamental Equity I

11.03 216.7 Mil
—

Lord Abbett Income I

10.05 197.5 Mil
—

Lord Abbett Affiliated I

9.77 192.1 Mil
—

Lord Abbett High Yield I

5.94 116.7 Mil
—

Lord Abbett International Equity I

4.55 89.5 Mil
—

Lord Abbett International Value I

3.85 75.6 Mil
—

Lord Abbett Emerging Markets Bond I

3.68 72.3 Mil
—