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Lord Abbett Multi-Asset Income A ISFAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lord Abbett Investment Hub

Morningstar’s Analysis ISFAX

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

  • People Pillar

    The People Pillar is our evaluation of the ISFAX 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 ISFAX’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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