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Lord Abbett Multi-asset Income Fund- Class A: (MF: ISFAX)

(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET

$16.37 USD

+0.02 (0.12%)

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 May 31, 2025

Total Return %* Percentile Rank Objective
YTD 2.72 75
3 months -0.01 83
6 months 0.22 76
1 Year 8.34 58
3 Year 5.30 73
5 Year 6.32 66
10 Year 4.50 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -26.56
Bull Market (2/09 - 3/21) 239.13

Load Adjusted Returns as of May 31, 2025

1 Year 3.83
5 Year 7.50
10 Year 4.24
Since Inception 5.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.02 NA NA NA
2024 4.62 0.23 5.84 -0.95
2023 2.58 1.24 -2.38 7.54
2022 -5.59 -10.44 -2.22 3.67
2021 3.21 2.48 -0.57 2.24
2020 -13.49 13.27 5.04 10.56

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.729.949.02-14.297.5313.8115.86-6.869.179.28-3.33
% Total Return Rel to Index 1.66-15.07-17.213.90-21.14-4.58-15.62-2.47-12.62-2.65-4.72
% Total Return Rel to Peer -0.640.02-4.13-1.33-3.973.12-1.33-0.36-4.293.01-0.97
% Perf Quintile vs Peer* 0.000.005.002.004.002.004.003.004.001.004.00
% Dividends 0.200.550.460.340.870.600.380.430.550.570.55
% Yield 1.233.383.612.375.023.532.483.143.653.943.92
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.36
Expense Ratio 0.000.500.500.490.480.500.500.500.480.370.35

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