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Lord Abbett Multi-asset Balanced Opportunity Fund- Class A: (MF: LABFX)

(NASDAQ Mutual Funds) As of Aug 20, 2026 05:36 PM ET

$14.14 USD

-0.09 (-0.63%)

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 5.15 72
3 months 1.50 69
6 months 3.27 73
1 Year 11.30 70
3 Year 12.45 46
5 Year 5.59 58
10 Year 7.93 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 86.33
Bear Market (10/07 - 2/09) -37.74
Bull Market (2/09 - 3/21) 392.36

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.35
5 Year 5.45
10 Year 8.15
Since Inception 7.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.25 7.90 NA NA
2025 -0.40 6.10 5.11 1.66
2024 7.59 0.53 6.13 0.26
2023 2.57 2.88 -2.60 8.87
2022 -6.41 -12.23 -2.52 4.71
2021 4.48 3.06 -0.62 3.29

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.1512.9315.1011.90-16.1610.5319.3620.13-8.7710.4811.56
% Total Return Rel to Index -3.66-5.28-9.91-14.342.03-18.140.96-11.35-4.38-11.30-0.36
% Total Return Rel to Peer -1.34-1.575.18-1.25-3.20-0.978.682.93-2.27-2.975.29
% Perf Quintile vs Peer* 4.004.001.004.003.004.001.003.005.004.001.00
% Dividends 0.170.300.300.240.180.910.490.240.400.450.37
% Yield 1.022.222.462.821.776.603.602.073.823.703.24
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.000.480.500.500.500.490.520.520.510.500.37

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