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Lord Abbett Multi-asset Balanced Opportunity Fund Class R6: (MF: BLAVX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:54 PM ET

$13.43 USD

+0.01 (0.07%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.01 72
3 months 3.40 72
6 months 7.20 64
1 Year 13.70 65
3 Year 14.18 44
5 Year 6.47 57
10 Year 9.25 39

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.31
5 Year 6.50
10 Year 8.41
Since Inception 7.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.34 6.22 5.15 1.79
2024 7.62 0.59 6.17 0.40
2023 2.63 2.94 -2.53 9.10
2022 -6.25 -12.22 -2.44 4.76
2021 4.54 3.20 -0.55 3.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0113.3115.4112.36-15.8910.9019.7620.55-8.5110.8811.78
% Total Return Rel to Index 0.37-4.90-9.61-13.882.31-17.781.36-10.94-4.12-10.91-0.15
% Total Return Rel to Peer -0.42-1.195.49-0.79-2.92-0.609.073.35-2.02-2.585.50
% Perf Quintile vs Peer* 4.004.000.004.003.003.001.003.004.004.001.00
% Dividends 0.040.330.330.270.210.950.520.270.430.480.40
% Yield 0.122.442.683.022.056.863.832.314.113.963.50
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.230.00
Expense Ratio 0.000.170.180.170.170.170.190.190.180.000.00

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