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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 9.93  /  1.29 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • 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 1.97%
  • Turnover 104%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:09 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
Rated on Published on

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Portfolio Holdings BLARX

More BLARX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 94.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Dividend Growth I

19.75
390,347,208
—

Lord Abbett Fundamental Equity I

19.37
382,846,802
—

Lord Abbett Core Fixed Income I

16.27
321,533,247
—

Lord Abbett Growth Leaders I

9.70
191,652,094
—

Lord Abbett Ultra Short Bond I

6.65
131,468,416
—

Lord Abbett High Yield I

6.14
121,377,192
—

Lord Abbett International Equity I

4.59
90,726,948
—

Lord Abbett International Value I

4.04
79,830,297
—

Lord Abbett Income I

3.90
77,073,353
—

Lord Abbett Inflation Focused I

3.83
75,787,826
—