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Lord Abbett Multi-asset Balanced Opportunity Fund- Class A: (MF: LABFX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:13 PM ET
$13.85 USD
+0.20 (1.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.93 | 63 |
| 3 months | 1.66 | 76 |
| 6 months | 6.86 | 56 |
| 1 Year | 12.93 | 63 |
| 3 Year | 13.30 | 47 |
| 5 Year | 6.15 | 54 |
| 10 Year | 8.07 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.33 |
| Bear Market (10/07 - 2/09) | -37.74 |
| Bull Market (2/09 - 3/21) | 368.22 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.44 |
| 5 Year | 5.68 |
| 10 Year | 7.83 |
| Since Inception | 7.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.40 | 6.10 | 5.11 | 1.66 |
| 2024 | 7.59 | 0.53 | 6.13 | 0.26 |
| 2023 | 2.57 | 2.88 | -2.60 | 8.87 |
| 2022 | -6.41 | -12.23 | -2.52 | 4.71 |
| 2021 | 4.48 | 3.06 | -0.62 | 3.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.93 | 15.10 | 11.90 | -16.16 | 10.53 | 19.36 | 20.13 | -8.77 | 10.48 | 11.56 |
| % Total Return Rel to Index | -5.28 | -9.91 | -14.34 | 2.03 | -18.14 | 0.96 | -11.35 | -4.38 | -11.30 | -0.36 |
| % Total Return Rel to Peer | -1.57 | 5.18 | -1.25 | -3.20 | -0.97 | 8.68 | 2.93 | -2.27 | -2.97 | 5.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.30 | 0.30 | 0.24 | 0.18 | 0.91 | 0.49 | 0.24 | 0.40 | 0.45 | 0.37 |
| % Yield | 2.22 | 2.46 | 2.95 | 1.77 | 6.60 | 3.60 | 2.07 | 3.82 | 3.70 | 3.24 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 |
| Expense Ratio | 0.49 | 0.50 | 0.50 | 0.50 | 0.49 | 0.52 | 0.52 | 0.51 | 0.50 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%