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Lord Abbett Multi-asset Balanced Opportunity Fund- Class P: (MF: LABPX)

(NASDAQ Mutual Funds) As of Mar 13, 2026 05:13 PM ET

$13.19 USD

-0.04 (-0.30%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.30 85
3 months 2.57 85
6 months 6.27 77
1 Year 12.37 73
3 Year 13.35 51
5 Year 5.77 66
10 Year 8.62 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.79
Bull Market (2/09 - 3/21) 360.23

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.71
5 Year 5.93
10 Year 7.85
Since Inception 7.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.45 6.09 5.09 1.54
2024 7.49 0.39 6.12 0.20
2023 2.54 2.75 -2.67 8.94
2022 -6.34 -12.34 -2.59 4.69
2021 4.45 3.02 -0.68 3.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.3012.7114.7711.71-16.2810.2819.0320.00-8.9910.3211.29
% Total Return Rel to Index 0.03-5.50-10.25-14.531.92-18.390.63-11.48-4.60-11.47-0.63
% Total Return Rel to Peer -0.75-1.794.85-1.44-3.31-1.218.342.80-2.50-3.145.02
% Perf Quintile vs Peer* 4.004.000.004.003.004.001.003.005.004.001.00
% Dividends 0.000.280.280.220.150.880.470.220.380.430.35
% Yield 0.001.982.202.441.516.233.331.823.493.412.96
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.000.680.700.700.700.690.720.720.710.700.57

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