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Lord Abbett Multi-Asset Balanced Opp R6 BLAVX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.77  /  +0.43 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.42%
  • Turnover 24%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BLAVX

Will BLAVX outperform in future?

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

Lord Abbett Multi-Asset Balanced Opp R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings BLAVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 95.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Dividend Growth I

16.72 321.5 Mil

Lord Abbett Core Fixed Income I

16.58 318.7 Mil

Lord Abbett Growth Leaders I

12.70 244.1 Mil

Lord Abbett Fundamental Equity I

10.78 207.2 Mil

Lord Abbett Income I

10.47 201.2 Mil

Lord Abbett Affiliated I

9.61 184.7 Mil

Lord Abbett High Yield I

6.19 118.9 Mil

Lord Abbett International Equity I

4.46 85.8 Mil

Lord Abbett International Value I

3.89 74.8 Mil

Lord Abbett Emerging Markets Bond I

3.76 72.3 Mil