Lord Abbett Balanced Strategy C
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Moderate Allocation | | Fund Family: | Lord Abbett | | Net Assets: | 174.16M | | Year-to-Date Return: | 26.07% | | Yield: | 2.98% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-96 |
|
Christopher J. Towle
Lead Manager since
30-Jun-05 | | | Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks current income and capital growth. The fund allocates assets among equity securities, fixed income securities, and money market instruments by investing in a weighted combination of other funds managed by the fund's advisor that hold such instruments. The underlying funds may invest in a broad range of domestic, foreign and multinational equity securities (including common and preferred stocks, warrants and similar instruments), fixed income securities (which may include investment grade or high-yield debt securities and mortgage- related securities) and money market instruments. |
| Last Dividend
(6-Oct-09):
| 0.02 | | Last Cap Gain
(23-Dec-08):
| 0.09 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
|
| Expense | BFLAX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 1.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ 630 | $632 | | 5 Yr Expense Projection*: |
$ 1,089 | $951 | | 10 Yr Expense Projection*: |
$ 2,361 | $1,857 |
|
|
2.03% Nasdaq 
Profile
