Nasdaq - Delayed Quote USD

Lord Abbett Multi-Asset Balanced Opp A (LABFX)

11.40 +0.05 (+0.44%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.84%
5y Average Return 6.56%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 31.96%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 31.96%
Worst 3Y Total Return 1.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LABFX
Category
YTD
7.60%
9.69%
1-Month
2.70%
0.91%
3-Month
7.60%
5.21%
1-Year
17.38%
27.06%
3-Year
2.21%
11.00%
5-Year
7.57%
10.26%
10-Year
5.80%
8.34%
Last Bull Market
25.71%
15.58%
Last Bear Market
-12.24%
-12.16%

Annual Total Return (%) History

Year
LABFX
Category
2024
--
--
2023
11.90%
--
2022
-16.17%
--
2021
10.52%
--
2020
19.37%
11.72%
2019
20.16%
19.23%
2018
-8.76%
-5.76%
2017
10.49%
13.21%

2016
11.57%
7.34%
2015
-5.25%
-1.93%
2014
5.85%
6.21%
2013
18.03%
16.48%
2012
14.70%
11.72%
2011
-3.40%
-0.11%
2010
11.87%
11.83%
2009
31.96%
24.13%
2008
-28.59%
-28.00%
2007
5.89%
5.99%
2006
12.65%
11.29%
2005
2.47%
5.13%
2004
10.22%
8.86%
2003
24.45%
20.35%
2002
-10.93%
-12.02%
2001
-1.81%
-5.05%
2000
7.43%
1.82%
1999
11.01%
10.71%
1998
8.82%
13.52%
1997
17.32%
19.63%
1996
9.05%
13.70%
1995
22.78%
25.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.60% -- -- --
2023 2.58% 2.88% -2.61% 8.87%
2022 -6.41% -12.24% -2.52% 4.71%
2021 4.48% 3.07% -0.63% 3.28%
2020 -16.88% 18.41% 6.57% 13.80%
2019 11.08% 2.86% -0.43% 5.62%
2018 -0.85% 0.14% 4.11% -11.74%
2017 3.21% 1.55% 2.25% 3.10%
2016 0.49% 2.92% 4.57% 3.17%
2015 2.09% -0.61% -7.78% 1.26%

2014 2.75% 3.92% -2.57% 1.75%
2013 6.73% 0.15% 4.66% 5.51%
2012 9.37% -3.67% 5.31% 3.38%
2011 4.43% -0.10% -14.27% 8.01%
2010 3.94% -8.59% 9.80% 7.23%
2009 -5.13% 15.78% 15.27% 4.23%
2008 -6.47% -1.58% -8.08% -15.60%
2007 1.55% 3.29% 2.49% -1.51%
2006 3.79% -0.59% 4.88% 4.10%
2005 -2.02% 0.51% 2.59% 1.42%
2004 2.23% 0.24% 0.06% 7.49%
2003 -2.06% 13.18% 2.37% 9.67%
2002 1.81% -7.58% -11.91% 7.46%
2001 -4.15% 3.18% -8.28% 8.25%
2000 0.73% -1.25% 4.96% 2.90%
1999 2.36% 5.94% -4.16% 6.82%
1998 5.66% 0.39% -8.57% 12.21%
1997 1.25% 8.66% 5.01% 1.54%
1996 1.77% -0.12% 1.44% 5.75%
1995 6.05% 5.86% 4.43% 4.72%

Rank in Category (By Total Return)

YTD 8
1-Month 31
3-Month 8
1-Year 25
3-Year 87
5-Year 45

Load Adjusted Returns

1-Year 14.74%
3-Year 1.44%
5-Year 7.08%
10-Year 5.56%

Performance & Risk

YTD Return 4.84%
5y Average Return 6.56%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Lord Abbett
Net Assets 1.99B
YTD Return 7.60%
Yield 2.20%
Morningstar Rating
Inception Date Oct 19, 2004

Fund Summary

The fund is a "fund-of-funds" that invests in affiliated investment companies (the "underlying funds") managed by Lord, Abbett & Co. LLC ("Lord Abbett"). Under normal conditions, through the underlying funds, it indirectly invests in U.S. equity securities, fixed income securities and select foreign (including emerging market) securities. The fund 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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