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Lord Abbett Multi Asset Balanced: (MF: LABFX)

(MF) As of Apr 22, 2014 06:05 PM ET

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$12.60 USD

+0.04 (0.32%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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General Information as of Mar 31, 2014

% Yield 4.42
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 2.74
Objective* Balanced
Peer* BA LV

*Key

Zacks Premium Research for LABFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 11.82
Net Assets (Mil $) 3/31/2014 1,366.01
%Turnover 3/31/2014 29.96

Allocation

% of Portfolio
Large Growth 8.33
Large Value 37.46
Small Growth 9.42
Small Value 0.00
Foreign Stock 17.45
Emerging Market 10.46
Precious Metal 0.75
Intermediate Bond 13.62
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Finance 82.49
Other 17.51

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2013)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 17.49 310.96
LORD ABBETT MID CAP VALUE 15.24 271.03
LORD ABBETT TR INT DIV IN 14.17 251.87
LORD ABBETT CONVERTIBLE F 11.51 204.70
LORD ABBETT EQ TR-CALIB M 10.19 181.26
LORD ABBETT EQ TR-CALIB L 8.82 156.78
LORD ABBETT DEV LOC MKTS 8.26 146.83
LORD ABBETT SHORT DUR INC 4.81 85.56
LORD ABBETT CORE FIXED IN 4.43 78.83

Stock Holding % of Net Assets

As Of 11/30/2013
Total Issues 11
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Risk

3 Year 5 Year 10 Year
Beta 0.85 0.83 0.77
Alpha -3.37 -1.39 0.02
R Squared 0.92 0.93 0.93
Std. Dev. 11.15 12.09 11.85
Sharpe 0.84 1.37 3.00