Back to top
more

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

(NASDAQ Mutual Funds) As of Oct 16, 2026 06:06 PM ET

$13.84 USD

-0.08 (-0.57%)

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

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.06 73
3 months -2.33 90
6 months 5.38 66
1 Year 5.79 75
3 Year 13.77 51
5 Year 5.56 60
10 Year 7.65 49

* 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) 395.42

Load Adjusted Returns as of Sep 30, 2026

1 Year 3.46
5 Year 5.09
10 Year 7.41
Since Inception 7.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.25 7.90 -2.33 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 4.0512.9315.1011.90-16.1610.5319.3620.13-8.7710.4811.56
% Total Return Rel to Index -8.68-5.28-9.91-14.342.03-18.140.96-11.35-4.38-11.30-0.36
% Total Return Rel to Peer -3.24-1.575.18-1.25-3.20-0.978.682.93-2.27-2.975.29
% Perf Quintile vs Peer* 4.004.001.004.003.004.001.003.005.004.001.00
% Dividends 0.220.300.300.240.180.910.490.240.400.450.37
% Yield 2.252.222.462.821.776.603.602.073.823.703.24
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.470.480.500.500.500.490.520.520.510.500.37

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