Skip to Content
Morningstar

Lord Abbett Multi-Asset Balanced Opp F3 LOBFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.49  /  +0.70 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.58%
  • 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 LOBFX

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

  • People Pillar

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

Lord Abbett Multi-Asset Balanced Opp F3's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LOBFX

More LOBFX Holdings
  • 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 Dividend Growth I

17.07 335.4 Mil
—

Lord Abbett Core Fixed Income I

15.85 311.6 Mil
—

Lord Abbett Growth Leaders I

12.45 244.6 Mil
—

Lord Abbett Fundamental Equity I

11.03 216.7 Mil
—

Lord Abbett Income I

10.05 197.5 Mil
—

Lord Abbett Affiliated I

9.77 192.1 Mil
—

Lord Abbett High Yield I

5.94 116.7 Mil
—

Lord Abbett International Equity I

4.55 89.5 Mil
—

Lord Abbett International Value I

3.85 75.6 Mil
—

Lord Abbett Emerging Markets Bond I

3.68 72.3 Mil
—