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Lord Abbett Multi Asset Balanced: (MF: LABFX)

(MF) As of Sep 22, 2016 06:05 PM ET

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$11.19 USD

+0.08 (0.72%)

Zacks MF Rank [?]: 4-Sell       4  

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 Aug 31, 2016

Total Return %* Percentile Rank Objective
YTD 7.47 11
3 months 4.27 6
6 months 12.72 4
1 Year 5.73 54
3 Year 5.48 60
5 Year 7.92 47
10 Year 5.16 52

* 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 [?] Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD -5.25
% Yield 3.13
% SEC Yield NA
Net Assets (Mil $) 8/31/2016 1,496.51
%Turnover 8/31/2016 22.54

Risk

3 Year 5 Year 10 Year
Beta 0.70 0.78 0.76
Alpha -2.90 -3.19 -1.11
R Squared 0.87 0.89 0.92
Std. Dev. 8.20 9.73 12.25
Sharpe 0.70 0.86 3.00

Sector / Country Weightings

As of 8/31/2016 % of Portfolio
Finance 74.69
Other 25.31

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2016)
% of Portfolio Value (Mil$)
LORD ABBETT HIGH YIELD C 25.15 504.81
LORD ABBETT TR INT DIV IN 15.17 304.55
LORD ABBETT MID CAP STOCK 12.09 242.66
LORD ABBETT EQ TR-CALIB M 11.80 236.75
LORD ABBETT CONVERTIBLE F 10.13 203.37
LORD ABBETT EQ TR-CALIB L 9.62 193.00
LORD ABBETT DEV LOC MKTS 8.90 178.69
LORD ABBETT CORE FIXED IN 3.89 78.10
LORD ABBETT SHORT DUR INC 1.67 33.52

Stock Holding % of Net Assets

As Of 5/31/2016
Total Issues 11
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 0.00
Large Value 30.02
Small Growth 4.40
Small Value 0.00
Foreign Stock 6.80
Emerging Market 5.80
Precious Metal 0.00
Intermediate Bond 15.06
Foreign Bond 0.00
High Yield Bond 27.92