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Lord Abbett Multi-asset Balanced Opportunity Fund- Class R2: (MF: BLAQX)

(NASDAQ Mutual Funds) As of Jun 11, 2026 06:09 PM ET

$14.54 USD

+0.22 (1.54%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.05 76
3 months 2.07 71
6 months 5.29 77
1 Year 15.75 67
3 Year 14.05 52
5 Year 5.17 67
10 Year 7.92 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.52
Bull Market (2/09 - 3/21) 368.36

Load Adjusted Returns as of May 31, 2026

1 Year 11.58
5 Year 4.59
10 Year 7.50
Since Inception 5.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.37 NA NA NA
2025 -0.56 6.06 5.08 1.51
2024 7.44 0.42 6.02 0.23
2023 2.50 2.71 -2.71 8.89
2022 -6.39 -12.38 -2.63 4.68
2021 4.34 3.04 -0.69 3.11

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.0512.5114.6611.54-16.4010.0918.8619.86-9.1710.1511.24
% Total Return Rel to Index -2.20-5.70-10.35-14.701.79-18.580.46-11.62-4.78-11.64-0.69
% Total Return Rel to Peer -1.59-1.994.74-1.61-3.43-1.408.172.66-2.67-3.314.97
% Perf Quintile vs Peer* 4.004.001.004.003.004.001.003.005.004.001.00
% Dividends 0.090.250.260.200.140.860.440.200.360.410.33
% Yield 0.501.751.982.161.295.873.071.633.233.162.74
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.000.830.850.840.850.840.870.870.860.850.73

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