Back to top
more

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

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 11.62 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.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.80
Bull Market (2/09 - 3/21) 355.83

Load Adjusted Returns as of Oct 31, 2025

1 Year 11.11
5 Year 8.30
10 Year 7.76
Since Inception 5.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.47 6.05 5.06 NA
2024 7.45 0.46 6.08 0.19
2023 2.52 2.72 -2.67 8.93
2022 -6.40 -12.31 -2.59 4.65
2021 4.42 3.08 -0.69 3.16
2020 -16.88 18.25 6.51 13.66

Annual Return

20252024202320222021202020192018201720162015
% Total Return 11.6214.7411.65-16.3310.2819.0019.88-8.9310.2511.22-5.53
% Total Return Rel to Index -5.58-10.27-14.581.86-18.400.60-11.61-4.54-11.54-0.71-6.92
% Total Return Rel to Peer -1.564.83-1.50-3.37-1.228.322.68-2.44-3.204.94-3.18
% Perf Quintile vs Peer* 0.000.004.003.004.001.003.005.004.001.005.00
% Dividends 0.200.270.220.150.870.460.220.370.420.340.34
% Yield 1.462.142.571.466.163.281.773.433.362.913.01
Capital Gains ($) 0.000.000.000.001.410.270.140.340.240.000.44
Expense Ratio 0.740.750.740.750.740.770.760.760.730.610.59

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