Lord Abbett Multi-asset Balanced Opportunity Fund- Class A: (MF: LABFX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$12.32 USD
+0.12 (0.98%)
Fund Description
The fund was incepted in December 1994 and is managed by Lord Abbett and Co. The investment objective of the fund is current income and capital growth. The fund invests in other mutual funds rather than directly in portfolio securities like stocks, bonds, and money market instruments. The fund uses an asset allocation investment process by investing in other funds managed by Lord Abbett and Co. The fund generally focus their investment in either equity or fixed income securities. The fund offers dividends monthly and capital gains annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Lord Abbett MultiAsset Bal Opp A | LABFX | 2.25 | NA | 0.00 | 0.25 | 0.10 | 0.48 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Lord Abbett Balanced Strategy A | LABFX | 12.32 | 12/27/1994 | 2.33 | 19.19 | 2.24 | 8.19 |
Lord Abbett Balanced Strategy C | BFLAX | 12.02 | 7/15/1996 | 1.63 | 18.22 | 1.47 | 7.38 |
Lord Abbett Balanced Strategy P | LABPX | 11.93 | 12/31/2002 | 2.12 | 18.82 | 2.01 | 7.95 |
Lord Abbett Balanced Strategy I | LABYX | 12.12 | 6/29/2005 | 2.55 | 19.48 | 2.50 | 8.45 |
Lord Abbett Balanced Strategy F | BLAFX | 12.12 | 9/28/2007 | 2.46 | 19.25 | 2.39 | 8.34 |
Lord Abbett Balanced Strategy R2 | BLAQX | 12.45 | 9/28/2007 | 1.92 | 18.73 | 1.87 | 7.80 |
Lord Abbett Balanced Strategy R3 | BLARX | 12.09 | 9/28/2007 | 2.10 | 18.82 | 1.97 | 7.91 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Lord Abbett MultiAsset Bal Opp A | LABFX | 1500 | 0 | 0 | M |
Contact Information
Family | Lord Abbett |
Address | 30 Hudson Street Jersey City, NJ 07302 |
Phone | 888 522-2388 |