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

(NASDAQ Mutual Funds) As of Dec 19, 2025 05:51 PM ET

$13.55 USD

+0.07 (0.52%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.62 62
3 months 3.63 58
6 months 10.13 51
1 Year 9.09 69
3 Year 12.16 46
5 Year 6.99 51
10 Year 7.80 41

* 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) 366.94

Load Adjusted Returns as of Nov 30, 2025

1 Year 8.92
5 Year 8.09
10 Year 7.78
Since Inception 7.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.40 6.10 5.11 NA
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
2020 -16.88 18.41 6.56 13.80

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.6215.1011.90-16.1610.5319.3620.13-8.7710.4811.56-5.30
% Total Return Rel to Index -4.88-9.91-14.342.03-18.140.96-11.35-4.38-11.30-0.36-6.69
% Total Return Rel to Peer -1.175.18-1.25-3.20-0.978.682.93-2.27-2.975.29-2.95
% Perf Quintile vs Peer* 0.000.004.003.004.001.003.005.004.001.005.00
% Dividends 0.250.300.240.180.910.490.240.400.450.370.37
% Yield 1.802.462.951.776.603.602.073.823.703.243.36
Capital Gains ($) 0.000.000.000.001.410.270.140.340.240.000.44
Expense Ratio 0.490.500.500.500.490.520.520.510.500.370.35

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