Lord Abbett Balanced Strategy F (BLAFX)
12.03 
0.09(0.74%) May 22
| Prev Close: | 12.12 |
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| YTD Return*: | 6.78% |
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| Net Assets*: | 1.55B |
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| Yield*: | 3.47% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BLAFX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Lord Abbett High Yield I | 19.26 | N/A |
| Lord Abbett Mid Cap Stock I | 15.86 | N/A |
| Lord Abbett Intl Dividend Inc I | 15.69 | N/A |
| Lord Abbett Affiliated I | 14.07 | N/A |
| Lord Abbett Convertible I | 11.39 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.55B |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.15% |
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Performance & Risk
| YTD Return: | 6.78% |
| 5y Avg Return: | 6.15% |
| Rank in Category (ytd): | 21 |
| % Rank in Category (ytd): | 2.06% |
| Beta (3y): | 1.33 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks current income and capital growth.
The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal market conditions, through the underlying funds, the fund indirectly invests principally in U.S. equity securities and fixed income securities and selects foreign (including emerging market) securities. It uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
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