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Lord Abbett Multi-Asset Balanced Opp A LABFX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.50  /  +0.70 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.19%
  • Turnover 24%

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

Morningstar’s Analysis LABFX

Will LABFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Lord Abbett Multi-Asset Balanced Opp A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings LABFX

  • 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 Dividend Growth I

17.66 339.4 Mil

Lord Abbett Core Fixed Income I

16.79 322.7 Mil

Lord Abbett Growth Leaders I

12.17 234.0 Mil

Lord Abbett Fundamental Equity I

9.76 187.6 Mil

Lord Abbett Affiliated I

9.67 185.9 Mil

Lord Abbett Income I

9.47 182.0 Mil

Lord Abbett High Yield I

6.24 119.9 Mil

Lord Abbett International Equity I

4.48 86.0 Mil

Lord Abbett International Value I

3.95 76.0 Mil

Lord Abbett Emerging Markets Bond I

3.86 74.2 Mil