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Lord Abbett Multi-Asset Balanced Opp P LABPX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.66  /  −0.17 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Limited
  • TTM Yield 2.11%
  • Turnover 24%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LABPX

Will LABPX outperform in future?

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

Lord Abbett Multi-Asset Balanced Opp P'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 most expensive quintile among peers.

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Portfolio Holdings LABPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 93.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Fundamental Equity I

17.07 324.7 Mil

Lord Abbett Core Fixed Income I

15.72 299.0 Mil

Lord Abbett Dividend Growth I

12.61 239.9 Mil

Lord Abbett Income I

9.99 190.1 Mil

Lord Abbett Affiliated I

9.82 186.9 Mil

Lord Abbett Growth Leaders I

9.57 182.2 Mil

Lord Abbett High Yield I

5.95 113.2 Mil

Lord Abbett International Equity I

4.64 88.3 Mil

Lord Abbett International Value I

4.00 76.2 Mil

Lord Abbett Emerging Markets Bond I

3.71 70.6 Mil