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Lord Abbett Multi-Asset Income A ISFAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.54  /  0.23 %
Total Assets
1.3 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
Above Average
Longest Manager Tenure
5.74 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.36%
Turnover
75%

USD | NAV as of Jul 27, 2021 | 1-Day Return as of Jul 27, 2021, 10:05 PM GMT+00:00

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Morningstar’s Analysis

Will ISFAX outperform in future?

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

Process Pillar

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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

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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

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The Parent Pillar is our rating of ISFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

We're not convinced that this fund's process and people are up to the challenge.

Senior Analyst

Summary

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Lord Abbett Multi-Asset Income leans on an unstructured tactical allocation component and has a relatively small team; we are maintaining the Below Average ratings for both Process and People. All share classes of the fund have a Morningstar Analyst Rating of Negative; some Neutral-rated shares were downgraded owing to changes in the competitive landscape.

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