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Morningstar

Lord Abbett Multi-Asset Income I ISFYX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 14.08  /  0.14 %
  • Total Assets 807.6 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.33%
  • Turnover 83%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISFYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ISFYX 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

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

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

null Nour Al Twal

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.

by Nour Al Twal
Published on

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Portfolio Holdings ISFYX

More ISFYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 95.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

32.72
284,787,592
—

Lord Abbett Fundamental Equity I

11.26
97,987,293
—

Lord Abbett Dividend Growth I

11.13
96,899,281
—

Lord Abbett High Yield I

8.50
73,988,378
—

Lord Abbett Ultra Short Bond I

7.71
67,130,233
—

Lord Abbett Inflation Focused I

5.89
51,278,699
—

Lord Abbett International Equity I

5.17
44,999,122
—

Lord Abbett Growth Leaders I

4.85
42,203,499
—

Lord Abbett International Value I

4.21
36,603,367
—

Lord Abbett Income I

3.95
34,359,248
—