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Lord Abbett Multi-asset Balanced Opportunity Fund- Class A: (MF: LABFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$12.78 USD
+0.03 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.67 | 70 |
| 3 months | 6.10 | 56 |
| 6 months | 5.67 | 70 |
| 1 Year | 12.45 | 33 |
| 3 Year | 11.58 | 42 |
| 5 Year | 8.87 | 44 |
| 10 Year | 6.61 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.33 |
| Bear Market (10/07 - 2/09) | -37.74 |
| Bull Market (2/09 - 3/21) | 338.13 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 9.98 |
| 5 Year | 8.38 |
| 10 Year | 6.38 |
| Since Inception | 7.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.40 | 6.10 | NA | NA |
| 2024 | 7.59 | 0.53 | 6.13 | 0.26 |
| 2023 | 2.57 | 2.88 | -2.60 | 8.87 |
| 2022 | -6.41 | -12.23 | -2.52 | 4.71 |
| 2021 | 4.48 | 3.06 | -0.62 | 3.29 |
| 2020 | -16.88 | 18.41 | 6.56 | 13.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.67 | 15.10 | 11.90 | -16.16 | 10.53 | 19.36 | 20.13 | -8.77 | 10.48 | 11.56 | -5.30 |
| % Total Return Rel to Index | -0.53 | -9.91 | -14.34 | 2.03 | -18.14 | 0.96 | -11.35 | -4.38 | -11.30 | -0.36 | -6.69 |
| % Total Return Rel to Peer | -0.96 | 5.18 | -1.25 | -3.20 | -0.97 | 8.68 | 2.93 | -2.27 | -2.97 | 5.29 | -2.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.14 | 0.30 | 0.24 | 0.18 | 0.91 | 0.49 | 0.24 | 0.40 | 0.45 | 0.37 | 0.37 |
| % Yield | 1.07 | 2.46 | 2.83 | 1.77 | 6.60 | 3.60 | 2.07 | 3.82 | 3.70 | 3.24 | 3.36 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 | 0.44 |
| Expense Ratio | 0.00 | 0.50 | 0.50 | 0.50 | 0.49 | 0.52 | 0.52 | 0.51 | 0.50 | 0.37 | 0.35 |
* 1 = Top 20%, 5 = Bottom 20%