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Lord Abbett Multi-asset Balanced Opportunity Fund- Class C: (MF: BFLAX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$12.06 USD
-0.04 (-0.33%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.68 | 71 |
| 3 months | -0.68 | 71 |
| 6 months | -0.52 | 21 |
| 1 Year | 5.70 | 31 |
| 3 Year | 3.94 | 53 |
| 5 Year | 10.44 | 43 |
| 10 Year | 5.13 | 57 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 12.23 |
| % Yield | 1.81 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2025 | 45.69 |
| % Turnover 3/31/2025 | 31.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.66 | 0.66 | 0.69 |
| Alpha | -3.51 | -2.48 | -3.85 |
| R Squared | 0.93 | 0.88 | 0.89 |
| Std. Dev. | 11.69 | 11.98 | 11.29 |
| Sharpe | 0.03 | 0.70 | 5.00 |
Sector / Country Weightings
| As of 3/31/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 11/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| LORD ABBETT DIVIDEND GROW | 15.41 | 313.34 |
| LORD ABBETT CORE FIXED IN | 14.62 | 297.39 |
| LORD ABBETT FUNDAMENT EQ | 13.65 | 277.57 |
| LORD ABBETT GROWTH LEADER | 11.40 | 231.83 |
| LORD ABBETT AFFILIATED FU | 10.12 | 205.83 |
| LORD ABBETT INCOME FUND C | 9.44 | 191.93 |
| LORD ABBETT SEC TR VAL OP | 5.55 | 112.91 |
| LORD ABBETT HIGH YIELD C | 5.04 | 102.57 |
| LORD ABBETT INTL CORE EQU | 4.25 | 86.48 |
Stock Holding % of Net Assets
| As Of | 11/30/2024 |
| Total Issues | 13 |
| Avg. P/E | NA |
| Avg. P/Book | NA |
| Avg. EPS Growth | NA |
| Avg. Market Value (Mil $) | NA |
Composition
| % of Portfolio | |
| Stocks | 0.83 |
| Foreign Stocks | 0.00 |
| Cash | 0.02 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 99.15 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 16.51 |
| Large Value | 13.89 |
| Small Growth | 10.57 |
| Small Value | 0.00 |
| Foreign Stock | 8.95 |
| Emerging Market | 0.56 |
| Precious Metal | 0.16 |
| Intermediate Bond | 14.82 |
| Foreign Bond | 1.68 |
| High Yield Bond | 26.45 |