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Lord Abbett Multi-asset Balanced Opportunity Fund- Class R3: (MF: BLARX)

(NASDAQ Mutual Funds) As of Sep 10, 2026 05:54 PM ET

$13.91 USD

-0.11 (-0.78%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.93 74
3 months 1.37 72
6 months 3.08 76
1 Year 10.96 72
3 Year 12.17 48
5 Year 5.32 61
10 Year 7.67 50

* 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) 383.39

Load Adjusted Returns as of Jul 31, 2026

1 Year 13.52
5 Year 5.64
10 Year 8.13
Since Inception 6.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.32 7.77 NA NA
2025 -0.47 6.05 5.06 1.60
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9312.6714.7411.65-16.3310.2819.0019.88-8.9310.2511.22
% Total Return Rel to Index -3.85-5.54-10.27-14.581.86-18.400.60-11.61-4.54-11.54-0.71
% Total Return Rel to Peer -1.54-1.834.83-1.50-3.37-1.228.322.68-2.44-3.204.94
% Perf Quintile vs Peer* 4.004.001.004.003.004.001.003.005.004.001.00
% Dividends 0.150.270.270.220.150.870.460.220.370.420.34
% Yield 0.871.912.142.431.466.163.281.773.433.362.91
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.000.730.750.740.750.740.770.760.760.730.61

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