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

(NASDAQ Mutual Funds) As of May 14, 2021 08:00 PM ET

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$13.98 USD

+0.17 (1.23%)

Zacks MF Rank

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2021

Total Return %* Percentile Rank Objective
YTD 6.87 44
3 months 7.28 43
6 months 22.13 37
1 Year 41.49 22
3 Year 11.46 33
5 Year 10.24 42
10 Year 6.97 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 79.97
Bear Market (10/07 - 2/09) -38.30
Bull Market (2/09 - 9/19) 240.87

Load Adjusted Returns as of Apr 30, 2021

1 Year 48.89
5 Year 10.06
10 Year 6.98
Since Inception 6.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 4.26 NA NA NA
2020 -17.06 18.20 6.33 13.61
2019 10.75 2.79 -0.64 5.43
2018 -1.03 -0.05 3.94 -11.90
2017 3.03 1.36 2.07 2.92
2016 0.30 2.74 4.39 2.90

Annual Return

20212020201920182017201620152014201320122011
% Total Return 6.8718.4319.27-9.439.7310.71-6.025.0817.2613.82-4.08
% Total Return Rel to Index -4.960.03-12.21-5.04-12.06-1.22-7.41-8.56-15.11-2.16-6.18
% Total Return Rel to Peer 0.737.752.07-2.93-3.724.43-3.660.993.492.07-2.33
% Perf Quintile vs Peer* 2.001.003.005.004.001.005.003.003.002.004.00
% Dividends 0.000.400.160.310.360.290.290.520.470.330.31
% Yield 2.713.001.393.003.012.572.624.153.762.973.14
Capital Gains ($) 0.000.270.140.340.240.000.440.490.000.000.00
Expense Ratio 0.001.271.271.261.241.121.091.081.051.030.97

* 1 = Top 20%, 5 = Bottom 20%