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Lord Abbett Multi Asset Balanced: (MF: LABFX)

(MF) As of Jul 2, 2015 06:25 PM ET

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$12.01 USD

0.00 (0.00%)

Zacks MF Rank : 3 - Hold [?]     3    

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

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Latest Performance as of May 31, 2015

Total Return %* Percentile Rank Objective
YTD 3.58 19
3 months 1.02 10
6 months 2.62 27
1 Year 4.60 63
3 Year 13.35 18
5 Year 10.45 36
10 Year 6.55 34

* Annual for three years and beyond.

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 [?] Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 5.37
% Yield 4.72
% SEC Yield NA
Net Assets (Mil $) 5/31/2015 1,526.90
%Turnover 5/31/2015 44.87

Risk

3 Year 5 Year 10 Year
Beta 0.68 0.80 0.76
Alpha 0.17 -2.44 -0.34
R Squared 0.81 0.91 0.92
Std. Dev. 6.43 10.32 11.82
Sharpe 2.10 1.06 3.00

Sector / Country Weightings

As of 5/31/2015 % of Portfolio
Finance 73.28
Other 26.72

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2015)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 25.24 543.01
LORD ABBETT TR INT DIV IN 15.65 336.55
LORD ABBETT EQ TR-CALIB M 12.58 270.63
LORD ABBETT MID CAP STOCK 11.49 247.07
LORD ABBETT CONVERTIBLE F 9.92 213.32
LORD ABBETT EQ TR-CALIB L 9.28 199.66
LORD ABBETT DEV LOC MKTS 7.93 170.56
LORD ABBETT SHORT DUR INC 3.45 74.27
LORD ABBETT CORE FIXED IN 2.99 64.39

Stock Holding % of Net Assets

As Of 2/28/2015
Total Issues 10
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 4.28
Large Value 33.97
Small Growth 7.45
Small Value 0.00
Foreign Stock 15.07
Emerging Market 6.86
Precious Metal 0.00
Intermediate Bond 10.82
Foreign Bond 0.00
High Yield Bond 18.80