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Lord Abbett Multi-asset Balanced Opportunity Fund- Class F: (MF: BLAFX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$12.80 USD
-0.06 (-0.47%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.75 | 68 |
| 3 months | 6.14 | 56 |
| 6 months | 5.75 | 68 |
| 1 Year | 12.61 | 31 |
| 3 Year | 11.74 | 41 |
| 5 Year | 9.03 | 43 |
| 10 Year | 6.78 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -38.40 |
| Bull Market (2/09 - 3/21) | 349.75 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.61 |
| 5 Year | 9.02 |
| 10 Year | 6.78 |
| Since Inception | 6.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.37 | 6.14 | NA | NA |
| 2024 | 7.53 | 0.56 | 6.17 | 0.29 |
| 2023 | 2.60 | 2.92 | -2.57 | 9.00 |
| 2022 | -6.38 | -12.20 | -2.48 | 4.74 |
| 2021 | 4.51 | 3.10 | -0.58 | 3.33 |
| 2020 | -16.84 | 18.45 | 6.60 | 13.84 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.75 | 15.16 | 12.15 | -16.04 | 10.70 | 19.54 | 20.31 | -8.64 | 10.75 | 11.74 | -5.18 |
| % Total Return Rel to Index | -0.45 | -9.85 | -14.09 | 2.15 | -17.98 | 1.14 | -11.18 | -4.24 | -11.03 | -0.19 | -6.56 |
| % Total Return Rel to Peer | -0.88 | 5.24 | -1.00 | -3.08 | -0.80 | 8.85 | 3.11 | -2.14 | -2.70 | 5.47 | -2.82 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.14 | 0.32 | 0.25 | 0.19 | 0.93 | 0.51 | 0.26 | 0.42 | 0.47 | 0.39 | 0.39 |
| % Yield | 1.10 | 2.50 | 2.88 | 1.85 | 6.53 | 3.60 | 2.13 | 3.84 | 3.71 | 3.26 | 3.39 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 | 0.44 |
| Expense Ratio | 0.00 | 0.35 | 0.35 | 0.35 | 0.34 | 0.37 | 0.37 | 0.36 | 0.35 | 0.22 | 0.20 |
* 1 = Top 20%, 5 = Bottom 20%