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Lord Abbett Multi-Asset Income F LIGFX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.72  /  +0.38 %
  • Total Assets 823.8 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.24%
  • Turnover 19%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis LIGFX

Will LIGFX outperform in future?

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

This revised strategy is building a new track record.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Lord Abbett Multi-Asset Income portfolio underwent a revamp to lower the strategy’s volatility. While the changes are encouraging, the fund’s multi-asset resources, particularly related to risk management, remain a step below peers.

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Portfolio Holdings LIGFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lord Abbett Core Fixed Income I

34.85 281.9 Mil

Lord Abbett Income I

11.14 90.2 Mil

Lord Abbett High Yield I

8.66 70.0 Mil

Lord Abbett Dividend Growth I

7.99 64.7 Mil

Lord Abbett Fundamental Equity I

6.77 54.7 Mil

Lord Abbett Growth Leaders I

6.75 54.6 Mil

Lord Abbett Affiliated I

5.17 41.9 Mil

Lord Abbett International Equity I

4.68 37.9 Mil

Lord Abbett Short Duration Income I

4.48 36.2 Mil

Lord Abbett International Value I

3.70 29.9 Mil