Back to top
more

Lord Abbett Multi-asset Balanced Opportunity Fund- Class I: (MF: LABYX)

(NASDAQ Mutual Funds) As of Nov 21, 2025 05:30 PM ET

$13.24 USD

+0.08 (0.61%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 12.06 61
3 months 4.88 62
6 months 12.57 54
1 Year 13.25 53
3 Year 13.73 48
5 Year 9.11 47
10 Year 7.88 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.47
Bull Market (2/09 - 3/21) 384.00

Load Adjusted Returns as of Oct 31, 2025

1 Year 11.65
5 Year 8.84
10 Year 8.29
Since Inception 6.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.34 6.17 5.18 NA
2024 7.66 0.59 6.19 0.32
2023 2.64 2.94 -2.54 8.93
2022 -6.35 -12.18 -2.46 4.77
2021 4.54 3.12 -0.56 3.36
2020 -16.82 18.48 6.63 13.87

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.0615.3812.17-15.9510.8119.6620.42-8.5410.8511.75-5.07
% Total Return Rel to Index -5.14-9.63-14.062.24-17.871.26-11.06-4.15-10.93-0.18-6.46
% Total Return Rel to Peer -1.125.47-0.98-2.99-0.698.973.22-2.05-2.605.47-2.72
% Perf Quintile vs Peer* 0.000.004.003.003.001.003.004.004.001.005.00
% Dividends 0.260.330.270.200.940.520.270.430.480.400.40
% Yield 1.842.603.121.966.643.692.223.963.813.373.50
Capital Gains ($) 0.000.000.000.001.410.270.140.340.240.000.44
Expense Ratio 0.240.250.250.250.240.270.260.260.240.120.10

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