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Lord Abbett Multi-asset Balanced Opportunity Fund- Class P: (MF: LABPX)
(NASDAQ Mutual Funds) As of Oct 10, 2025 08:00 PM ET
$13.14 USD
-0.19 (-1.43%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.50 | 65 |
| 3 months | 6.09 | 47 |
| 6 months | 5.73 | 68 |
| 1 Year | 10.22 | 45 |
| 3 Year | 11.17 | 48 |
| 5 Year | 7.51 | 47 |
| 10 Year | 7.26 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.79 |
| Bull Market (2/09 - 3/21) | 336.55 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 12.31 |
| 5 Year | 8.64 |
| 10 Year | 6.40 |
| Since Inception | 6.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.45 | 6.09 | NA | NA |
| 2024 | 7.49 | 0.39 | 6.12 | 0.20 |
| 2023 | 2.54 | 2.75 | -2.67 | 8.94 |
| 2022 | -6.34 | -12.34 | -2.59 | 4.69 |
| 2021 | 4.45 | 3.02 | -0.68 | 3.18 |
| 2020 | -16.91 | 18.33 | 6.45 | 13.72 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.50 | 14.77 | 11.71 | -16.28 | 10.28 | 19.03 | 20.00 | -8.99 | 10.32 | 11.29 | -5.51 |
| % Total Return Rel to Index | -2.28 | -10.25 | -14.53 | 1.92 | -18.39 | 0.63 | -11.48 | -4.60 | -11.47 | -0.63 | -6.90 |
| % Total Return Rel to Peer | -0.96 | 4.85 | -1.44 | -3.31 | -1.21 | 8.34 | 2.80 | -2.50 | -3.14 | 5.02 | -3.15 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.16 | 0.28 | 0.22 | 0.15 | 0.88 | 0.47 | 0.22 | 0.38 | 0.43 | 0.35 | 0.35 |
| % Yield | 1.20 | 2.20 | 2.58 | 1.51 | 6.23 | 3.33 | 1.82 | 3.49 | 3.41 | 2.96 | 3.05 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 | 0.44 |
| Expense Ratio | 0.68 | 0.70 | 0.70 | 0.70 | 0.69 | 0.72 | 0.72 | 0.71 | 0.70 | 0.57 | 0.55 |
* 1 = Top 20%, 5 = Bottom 20%