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Morningstar

Lord Abbett Multi-Asset Balanced Opp A LABFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.43  /  +0.70 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.35%
  • Turnover 24%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis LABFX

Will LABFX 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 LABFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LABFX 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 LABFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Multi-Asset Balanced Opp A's Average Process Pillar and People 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LABFX

More LABFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Dividend Growth I

15.61 311.1 Mil
—

Lord Abbett Core Fixed Income I

15.57 310.3 Mil
—

Lord Abbett Fundamental Equity I

12.87 256.5 Mil
—

Lord Abbett Growth Leaders I

11.38 226.7 Mil
—

Lord Abbett Affiliated I

9.93 197.9 Mil
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Lord Abbett Income I

9.91 197.6 Mil
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Lord Abbett High Yield I

5.82 116.1 Mil
—

Lord Abbett International Equity I

4.63 92.3 Mil
—

Lord Abbett International Value I

3.92 78.1 Mil
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Lord Abbett Emerging Markets Bond I

3.65 72.8 Mil
—