Morningstar

Lord Abbett Multi-Asset Balanced Opportunity Fund Class R3 BLARX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 14.17  /  +0.07 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 0.730%
  • 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 31%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis BLARX

Will BLARX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Multi-Asset Balanced Opp R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BLARX

More BLARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

14.95 308M
—

Lord Abbett Dividend Growth I

13.62 280M
—

Lord Abbett Growth Leaders I

13.56 279M
—

Lord Abbett Fundamental Equity I

12.63 260M
—

Lord Abbett Core Plus Bond I

10.97 226M
—

Lord Abbett Affiliated I

8.55 176M
—

Lord Abbett High Yield I

5.80 119M
—

Lord Abbett International Equity I

5.13 106M
—

Lord Abbett International Value I

4.38 90M
—

Lord Abbett Short Duration High Yield I

3.92 81M
—

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