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Lord Abbett Multi-Asset Income R2 LIGQX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.98  /  −0.56 %
  • Total Assets 802.7 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.85%
  • Turnover 19%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LIGQX

Will LIGQX 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 LIGQX

  • 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

33.48 275.3 Mil

Lord Abbett Income I

10.80 88.8 Mil

Lord Abbett Fundamental Equity I

8.82 72.5 Mil

Lord Abbett High Yield I

8.38 68.9 Mil

Lord Abbett Dividend Growth I

6.86 56.4 Mil

Lord Abbett Growth Leaders I

5.74 47.2 Mil

Lord Abbett Affiliated I

5.47 45.0 Mil

Lord Abbett International Equity I

4.97 40.9 Mil

Lord Abbett Short Duration Income I

4.85 39.8 Mil

Lord Abbett International Value I

3.81 31.3 Mil