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 I ISFYX
- NAV / 1-Day Return 15.55 / −0.08 %
- Total Assets 826.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.35%
- Turnover 19%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis ISFYX
Will ISFYX 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 94.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lord Abbett Core Fixed Income I | 34.85 | 281.9 Mil | — |
Lord Abbett Income I | 11.14 | 90.2 Mil | — |
Lord Abbett High Yield I | 8.66 | 70.0 Mil | — |
Lord Abbett Dividend Growth I | 7.99 | 64.7 Mil | — |
Lord Abbett Fundamental Equity I | 6.77 | 54.7 Mil | — |
Lord Abbett Growth Leaders I | 6.75 | 54.6 Mil | — |
Lord Abbett Affiliated I | 5.17 | 41.9 Mil | — |
Lord Abbett International Equity I | 4.68 | 37.9 Mil | — |
Lord Abbett Short Duration Income I | 4.48 | 36.2 Mil | — |
Lord Abbett International Value I | 3.70 | 29.9 Mil | — |