Back to top
more

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

(NASDAQ Mutual Funds) As of Nov 21, 2025 05:30 PM ET

$13.67 USD

+0.08 (0.59%)

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

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

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 11.52 66
3 months 4.71 66
6 months 12.23 57
1 Year 12.56 58
3 Year 13.04 54
5 Year 8.48 52
10 Year 7.25 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.53
Bull Market (2/09 - 3/21) 341.91

Load Adjusted Returns as of Oct 31, 2025

1 Year 11.09
5 Year 8.20
10 Year 7.64
Since Inception 5.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.56 6.06 5.08 NA
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
2020 -16.99 18.28 6.46 13.70

Annual Return

20252024202320222021202020192018201720162015
% Total Return 11.5214.6611.54-16.4010.0918.8619.86-9.1710.1511.24-5.65
% Total Return Rel to Index -5.68-10.35-14.701.79-18.580.46-11.62-4.78-11.64-0.69-7.04
% Total Return Rel to Peer -1.674.74-1.61-3.43-1.408.172.66-2.67-3.314.97-3.29
% Perf Quintile vs Peer* 0.000.004.003.004.001.003.005.004.001.005.00
% Dividends 0.190.260.200.140.860.440.200.360.410.330.33
% Yield 1.321.972.361.295.873.071.633.233.162.742.82
Capital Gains ($) 0.000.000.000.001.410.270.140.340.240.000.44
Expense Ratio 0.840.850.840.850.840.870.870.860.850.730.70

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