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.
Will ISFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISFCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ISFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ISFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.