Morningstar

Lord Abbett Multi-Asset Balanced Opportunity Fund Class I LABYX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $13.99  /  +0.43 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 0.230%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.56%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis LABYX

Will LABYX outperform in the 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 LABYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Multi-Asset Balanced Opp I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LABYX

More LABYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

14.79 300M
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Lord Abbett Dividend Growth I

13.78 279M
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Lord Abbett Fundamental Equity I

13.14 266M
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Lord Abbett Growth Leaders I

12.75 258M
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Lord Abbett Core Plus Bond I

10.85 220M
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Lord Abbett Affiliated I

8.83 179M
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Lord Abbett High Yield I

5.60 113M
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Lord Abbett International Equity I

4.98 101M
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Lord Abbett International Value I

4.62 93M
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Lord Abbett Short Duration High Yield I

3.92 79M
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