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Lord Abbett Multi-Asset Income C ISFCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.78  /  +0.57 %
  • Total Assets 826.2 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.28%
  • Turnover 19%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis ISFCX

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Portfolio Manager Change at Lord Abbett Multi-Asset Income; Ratings Unaffected

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Nour Al Twal

Analyst Note

Lord Abbett announced Jeff Herzog's appointment as co-chief investment risk officer for the firm and that effective Sept. 15, 2023, he was no longer serving as a portfolio manager on Lord Abbett Multi-Asset Income after a roughly five-year tenure on the fund. The firm named Jahiz Barlas to the management roster. Barlas will work alongside lead manager Giulio Martini on the day-to-day responsibilities. While Barlas brings a quantitative background and around 14 years of industry experience, he only joined this team in January 2022. The firm's multi-asset resources remain less defined than those of many competitors. The changes to the management roster do not affect the fund's Morningstar Medalist Rating or People Pillar rating.

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Portfolio Holdings ISFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

35.11 286.9 Mil

Lord Abbett Dividend Growth I

9.36 76.5 Mil

Lord Abbett Income I

9.26 75.7 Mil

Lord Abbett High Yield I

8.66 70.8 Mil

Lord Abbett Growth Leaders I

6.85 56.0 Mil

Lord Abbett Fundamental Equity I

5.71 46.6 Mil

Lord Abbett Affiliated I

5.62 45.9 Mil

Lord Abbett International Equity I

5.06 41.3 Mil

Lord Abbett Ultra Short Bond I

4.26 34.8 Mil

Lord Abbett International Value I

4.13 33.7 Mil