Nasdaq - Delayed Quote USD

Lord Abbett Multi-Asset Income C (ISFCX)

15.49 -0.01 (-0.06%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.26%
5y Average Return 3.37%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 34.94%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 34.94%
Worst 3Y Total Return -0.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ISFCX
Category
YTD
4.40%
5.91%
1-Month
2.08%
0.61%
3-Month
4.40%
4.02%
1-Year
10.38%
18.59%
3-Year
-0.16%
8.56%
5-Year
4.27%
7.44%
10-Year
3.44%
6.20%
Last Bull Market
18.42%
11.89%
Last Bear Market
-10.57%
-8.23%

Annual Total Return (%) History

Year
ISFCX
Category
2024
--
--
2023
8.27%
--
2022
-14.97%
--
2021
6.69%
--
2020
13.03%
8.86%
2019
14.97%
14.81%
2018
-7.09%
-5.04%
2017
8.29%
9.86%

2016
8.56%
6.62%
2015
-4.14%
-2.32%
2014
2.75%
4.02%
2013
9.97%
7.23%
2012
11.98%
9.40%
2011
0.32%
1.70%
2010
11.87%
10.03%
2009
34.94%
20.77%
2008
-23.90%
-18.61%
2007
2.27%
4.53%
2006
9.36%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.40% -- -- --
2023 2.39% 1.08% -2.61% 7.40%
2022 -5.80% -10.57% -2.39% 3.40%
2021 3.02% 2.30% -0.81% 2.07%
2020 -13.66% 13.08% 4.88% 10.38%
2019 8.14% 2.38% -0.48% 4.34%
2018 -0.36% 0.22% 2.63% -9.35%
2017 2.70% 1.45% 1.90% 2.00%
2016 0.38% 2.65% 3.79% 1.50%
2015 1.89% -0.26% -5.43% -0.25%

2014 2.21% 2.83% -2.17% -0.07%
2013 3.90% -0.83% 3.38% 3.25%
2012 6.59% -2.02% 4.24% 2.87%
2011 3.82% 0.69% -8.79% 5.21%
2010 3.87% -3.30% 7.17% 3.93%
2009 0.66% 13.73% 12.55% 4.72%
2008 -4.93% 0.43% -8.09% -13.28%
2007 2.12% 1.12% 0.58% -1.53%
2006 1.85% -0.09% 3.34% 4.00%
2005 0.83% 0.34% -- --

Rank in Category (By Total Return)

YTD 12
1-Month 30
3-Month 12
1-Year 37
3-Year 96
5-Year 66

Load Adjusted Returns

1-Year 9.38%
3-Year -0.16%
5-Year 4.27%
10-Year 3.44%

Performance & Risk

YTD Return 1.26%
5y Average Return 3.37%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Lord Abbett
Net Assets 823.29M
YTD Return 4.40%
Yield 2.28%
Morningstar Rating
Inception Date Jun 30, 2005

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 fixed income securities, select U.S. equity securities, and 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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