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

(NASDAQ Mutual Funds) As of Aug 20, 2026 05:36 PM ET

$14.15 USD

-0.08 (-0.56%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.30 71
3 months 1.56 67
6 months 3.40 71
1 Year 11.57 69
3 Year 12.73 44
5 Year 5.87 54
10 Year 8.20 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.46
Bull Market (2/09 - 3/21) 414.68

Load Adjusted Returns as of Jul 31, 2026

1 Year 14.14
5 Year 6.18
10 Year 8.67
Since Inception 6.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.19 7.96 NA NA
2025 -0.34 6.17 5.18 1.72
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.3013.2115.3812.17-15.9510.8119.6620.42-8.5410.8511.75
% Total Return Rel to Index -3.53-5.00-9.63-14.062.24-17.871.26-11.06-4.15-10.93-0.18
% Total Return Rel to Peer -1.21-1.295.47-0.98-2.99-0.698.973.22-2.05-2.605.47
% Perf Quintile vs Peer* 4.004.001.004.003.004.001.003.004.004.001.00
% Dividends 0.190.330.330.270.200.940.520.270.430.480.40
% Yield 1.102.372.603.021.966.643.692.223.963.813.37
Capital Gains ($) 0.000.000.000.000.001.410.270.140.340.240.00
Expense Ratio 0.000.230.250.250.250.240.270.260.260.240.12

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