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Lord Abbett Invt Trust Milti Asset Growth Fd R3: (MF: LABFX)

(NASDAQ Mutual Funds) As of Aug 19, 2019 08:00 PM ET

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$11.27 USD

+0.04 (0.36%)

Zacks MF Rank 3-Hold     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jul 31, 2019

Total Return %* Percentile Rank Objective
YTD 15.14 21
3 months 1.19 46
6 months 7.36 26
1 Year 4.27 34
3 Year 6.72 46
5 Year 4.40 57
10 Year 7.85 47

* Annual for three years and beyond.

Zacks Premium Research for LABFX

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

Zacks MF Rank Hold 3
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Portfolio Statistics

%Unrealized Gain YTD -1.46
% Yield 3.36
% SEC Yield
Net Assets (Mil $) 7/31/2019 1,214.16
%Turnover 7/31/2019 31.00

Risk

3 Year 5 Year 10 Year
Beta 0.68 0.69 0.76
Alpha -2.62 -3.44 -2.63
R Squared 0.91 0.90 0.91
Std. Dev. 8.65 8.70 10.03
Sharpe 0.64 0.44 4.00

Sector / Country Weightings

As of 7/31/2019 % of Portfolio
Finance 59.51
Other 40.49

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2019)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 17.57 262.69
LORD ABBETT MID CAP STOCK 14.12 211.07
NA 13.64 203.90
LORD ABBETT GROWTH LEADER 10.92 163.25
LORD ABBETT CONVERTIBLE F 10.45 156.22
LORD ABBETT GROWTH OPP 9.07 135.55
LORD ABBETT INTL CORE EQU 5.54 82.85
LORD ABBETT SEC TR INTNL 5.49 82.07
LORD ABBETT DEV LOC MKTS 5.37 80.32

Stock Holding % of Net Assets

As Of 2/28/2019
Total Issues 13
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 19.43
Large Value 25.29
Small Growth 16.81
Small Value 0.00
Foreign Stock 14.51
Emerging Market 7.28
Precious Metal 0.00
Intermediate Bond 11.81
Foreign Bond 0.00
High Yield Bond 0.00