Skip to Content

Lord Abbett Multi-Asset Balanced Opp C BFLAX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.20  /  −0.18 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.910%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.50%
  • Turnover 24%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis BFLAX

Will BFLAX outperform in future?

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

Lord Abbett Multi-Asset Balanced Opp C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BFLAX

  • 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