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Lord Abbett Multiasset Bal Opp A: (MF: LABFX)

(MF) As of Apr 26, 2017 06:05 PM ET

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$11.74 USD

0.00 (0.00%)

Zacks MF Rank 2-Buy   2      

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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Latest Performance as of Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 3.20 73
3 months 3.20 73
6 months 6.48 11
1 Year 14.59 3
3 Year 3.96 56
5 Year 7.40 40
10 Year 5.19 44

* Annual for three years and beyond.

Zacks Premium Research for LABFX

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

Zacks MF Rank Buy 2
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Portfolio Statistics

%Unrealized Gain YTD -.70
% Yield 3.02
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 1,431.26
%Turnover 3/31/2017 25.18

Risk

3 Year 5 Year 10 Year
Beta 0.69 0.73 0.76
Alpha -3.01 -2.02 -1.02
R Squared 0.87 0.86 0.92
Std. Dev. 7.70 7.98 12.28
Sharpe 0.53 0.95 3.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
Finance 77.91
Other 22.09

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2016)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 22.15 424.24
LORD ABBETT EQ TR-CALIB M 13.49 258.25
LORD ABBETT MID CAP STOCK 13.48 258.12
LORD ABBETT SEC TR INTNL 12.65 242.35
LORD ABBETT EQ TR-CALIB L 10.78 206.41
LORD ABBETT CONVERTIBLE F 10.13 193.98
LORD ABBETT DEV LOC MKTS 10.08 193.13
LORD ABBETT INV TRUST-INF 3.75 71.86
LORD ABBETT INTL CORE EQU 2.21 42.39

Stock Holding % of Net Assets

As Of 11/30/2016
Total Issues 10
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 7.39
Large Value 29.04
Small Growth 0.00
Small Value 7.37
Foreign Stock 5.08
Emerging Market 9.53
Precious Metal 0.00
Intermediate Bond 10.36
Foreign Bond 8.53
High Yield Bond 14.27