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.
Lord Abbett Multi-Asset Income C ISFCX
- NAV / 1-Day Return 16.08 / +0.56 %
- Total Assets 795.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.850%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.44%
- Turnover 19%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis ISFCX
Will ISFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 92.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lord Abbett Core Fixed Income I | 33.22 | 265.8 Mil | — |
Lord Abbett Income I | 10.75 | 86.0 Mil | — |
Lord Abbett Fundamental Equity I | 9.23 | 73.8 Mil | — |
Lord Abbett High Yield I | 8.21 | 65.7 Mil | — |
Lord Abbett Dividend Growth I | 6.85 | 54.8 Mil | — |
Lord Abbett Affiliated I | 5.36 | 42.9 Mil | — |
Lord Abbett Growth Leaders I | 5.18 | 41.4 Mil | — |
Lord Abbett International Equity I | 5.03 | 40.3 Mil | — |
Lord Abbett Short Duration Income I | 4.88 | 39.0 Mil | — |
Lord Abbett International Value I | 3.97 | 31.8 Mil | — |