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Lord Abbett Multi-Asset Growth A (LWSAX)


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Lord Abbett Multi-Asset Growth A

Lord Abbett Investment Trust90 Hudson StreetJersey City, NJ 7302
888-522-2388
Management Information
Giulio A. Martini,Lead Manager since November 1, 2015
Martini is chief investment officer-currency & quantitative strategies of AllianceBernstein with which he has been associated since prior to 2001. Previously, he was named chief international economist and portfolio manager on the international and global value equities team in 1992. He also served as a senior economist since joining Bernstein in 1985. Prior to AllianceBernstein, he conducted economic research and taught at the Institute of Employment Policy at Boston University for three years.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--70% to 85% Equity
Fund FamilyLord Abbett
Net Assets1.04B
YTD Return4.48%
Yield2.65%
Morningstar Rating★★★★
Inception DateJun 29, 2005

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover20.96%
Average for CategoryN/A

Fees & Expenses

ExpenseLWSAXCategory Average
Annual Report Expense Ratio (net)0.37%0.81%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio1.25%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load2.25%5.28%
Max Deferred Sales LoadN/A1.82%
3 Yr Expense Projection613N/A
5 Yr Expense Projection896N/A
10 Yr Expense Projection1,702N/A