Back to top
more

Lord Abbett Multi Asset Balanced: (MF: LABFX)

(MF) As of Dec 6, 2016 06:05 PM ET

 Add to portfolio

$11.34 USD

+0.05 (0.44%)

Zacks MF Rank [?]: 1-Strong Buy 1        

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

Latest Performance as of Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 7.36 4
3 months 0.77 5
6 months 4.98 4
1 Year 3.97 17
3 Year 3.30 57
5 Year 7.62 40
10 Year 4.89 45

* 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 [?] Strong Buy 1
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD -1.65
% Yield 3.07
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 1,496.51
%Turnover 10/31/2016 22.54

Risk

3 Year 5 Year 10 Year
Beta 0.69 0.74 0.76
Alpha -2.64 -2.18 -0.77
R Squared 0.86 0.85 0.92
Std. Dev. 7.90 8.29 12.25
Sharpe 0.44 0.95 3.00

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
Finance 74.59
Other 25.41

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2016)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 25.16 500.65
LORD ABBETT TR INT DIV IN 13.70 272.60
LORD ABBETT EQ TR-CALIB M 12.77 254.15
LORD ABBETT MID CAP STOCK 12.70 252.77
LORD ABBETT EQ TR-CALIB L 10.28 204.61
LORD ABBETT CONVERTIBLE F 10.03 199.67
LORD ABBETT DEV LOC MKTS 8.86 176.31
LORD ABBETT INV TRUST-INF 2.01 40.10
LORD ABBETT CORE FIXED IN 1.88 37.49

Stock Holding % of Net Assets

As Of 8/31/2016
Total Issues 12
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 8.42
Large Value 24.88
Small Growth 0.00
Small Value 7.48
Foreign Stock 8.35
Emerging Market 8.14
Precious Metal 0.00
Intermediate Bond 12.01
Foreign Bond 0.00
High Yield Bond 28.36