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Morningstar

Lord Abbett Multi-Asset Income R4 LIXSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.27  /  −0.72 %
  • Total Assets 805.0 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.08%
  • Turnover 19%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis LIXSX

Will LIXSX 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 LIXSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIXSX 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 LIXSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This revised strategy is building a new track record.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Lord Abbett Multi-Asset Income portfolio underwent a revamp to lower the strategy’s volatility. While the changes are encouraging, the fund’s multi-asset resources, particularly related to risk management, remain a step below peers.

by Nour Al Twal
Rated on Published on

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Portfolio Holdings LIXSX

More LIXSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

33.88 277.5 Mil
—

Lord Abbett Income I

10.88 89.1 Mil
—

Lord Abbett High Yield I

8.47 69.4 Mil
—

Lord Abbett Dividend Growth I

8.29 67.9 Mil
—

Lord Abbett Growth Leaders I

7.25 59.4 Mil
—

Lord Abbett Fundamental Equity I

7.04 57.6 Mil
—

Lord Abbett Affiliated I

5.35 43.8 Mil
—

Lord Abbett International Equity I

4.86 39.8 Mil
—

Lord Abbett International Value I

3.72 30.5 Mil
—

Lord Abbett Short Duration Income I

3.41 27.9 Mil
—