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Lord Abbett Multi-asset Balanced Opportunity Fund- Class C: (MF: BFLAX)

(NASDAQ Mutual Funds) As of Apr 16, 2021 08:00 PM ET

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$13.93 USD

+0.02 (0.14%)

Zacks MF Rank More Info

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

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NA

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Latest Performance as of Mar 31, 2021

Total Return %* Percentile Rank Objective
YTD 4.26 32
3 months 4.26 32
6 months 18.45 23
1 Year 48.89 23
3 Year 10.46 31
5 Year 10.07 39
10 Year 6.98 51

* Annual for three years and beyond.

Zacks Premium Research for BFLAX

Zacks MF Rank More Info

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

Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 10.06
% Yield 2.81
% SEC Yield NA
Net Assets (Mil $) 3/31/2021 254.52
%Turnover 3/31/2021 60.00

Risk

3 Year 5 Year 10 Year
Beta 0.75 0.74 0.76
Alpha -2.27 -1.95 -3.40
R Squared 0.90 0.89 0.89
Std. Dev. 14.66 11.66 10.97
Sharpe 0.69 0.82 4.00

Sector / Country Weightings

As of 3/31/2021 % of Portfolio
Finance 72.55
Other 27.45

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2020)
% of Portfolio Value (Mil$)
LORD ABBETT FOC LARGE CAP 17.38 438.86
LORD ABBETT HIGH YIELD C 14.15 357.14
LORD ABBETT GROWTH LEADER 13.25 334.40
LORD ABBETT FUNDAMENTAL E 8.03 202.67
LORD ABBETT GLOBAL FUND 7.40 186.83
LORD ABBETT TR INT DIV IN 5.62 141.91
LORD ABBETT GROWTH OPP 5.61 141.51
LORD ABBETT DURATION GROW 5.49 138.51
LORD ABBETT INTL CORE EQU 5.27 133.09

Stock Holding % of Net Assets

As Of 11/30/2020
Total Issues 15
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 16.42
Large Value 22.05
Small Growth 23.29
Small Value 0.00
Foreign Stock 17.17
Emerging Market 8.68
Precious Metal 0.00
Intermediate Bond 0.75
Foreign Bond 0.00
High Yield Bond 0.77