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Lord Abbett Multi-asset Balanced Opportunity Fund- Class R3: (MF: BLARX)
(NASDAQ Mutual Funds) As of Nov 21, 2025 05:30 PM ET
$13.20 USD
+0.08 (0.61%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.62 | 64 |
| 3 months | 4.76 | 65 |
| 6 months | 12.32 | 56 |
| 1 Year | 12.72 | 57 |
| 3 Year | 13.16 | 53 |
| 5 Year | 8.56 | 52 |
| 10 Year | 7.36 | 46 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 8.74 |
| % Yield | 2.22 |
| % SEC Yield | NA |
| Net Assets (Mil $) 10/31/2025 | 45.06 |
| % Turnover 10/31/2025 | 16.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.65 | 0.66 | 0.69 |
| Alpha | -2.66 | -3.70 | -3.11 |
| R Squared | 0.90 | 0.89 | 0.89 |
| Std. Dev. | 8.82 | 11.03 | 11.09 |
| Sharpe | 0.96 | 0.54 | 4.00 |
Sector / Country Weightings
| As of 10/31/2025 | % of Portfolio |
|---|---|
| Finance | 98.80 |
| Other | 1.20 |
Portfolio Holdings
| Top Equity Holdings (As of 8/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| LORD ABBETT CORE FIXED IN | 25.26 | 507.47 |
| LORD ABBETT DIVIDEND GROW | 14.11 | 283.37 |
| LORD ABBETT FUNDAMENT EQ | 12.37 | 248.40 |
| LORD ABBETT GROWTH LEADER | 11.27 | 226.49 |
| LORD ABBETT AFFILIATED FU | 9.07 | 182.15 |
| LORD ABBETT HIGH YIELD C | 6.40 | 128.60 |
| LORD ABBETT INV TRUST ULT | 5.49 | 110.31 |
| LORD ABBETT INTL CORE EQU | 4.40 | 88.41 |
| LORD ABBETT INTL VALUE FD | 3.93 | 78.87 |
Stock Holding % of Net Assets
| As Of | 5/31/2025 |
| Total Issues | 13 |
| Avg. P/E | NA |
| Avg. P/Book | NA |
| Avg. EPS Growth | NA |
| Avg. Market Value (Mil $) | NA |
Composition
| % of Portfolio | |
| Stocks | 1.23 |
| Foreign Stocks | 0.00 |
| Cash | 0.04 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 98.74 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 24.12 |
| Large Value | 21.83 |
| Small Growth | 4.30 |
| Small Value | 0.00 |
| Foreign Stock | 6.25 |
| Emerging Market | 0.00 |
| Precious Metal | 0.69 |
| Intermediate Bond | 36.20 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |