LAGQX - Lord Abbett Multi-Asset Global Opp R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

Lord Abbett Multi-Asset Global Opp R2

Lord Abbett Global Fund Inc90 Hudson StreetJersey City NJ 07302
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
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryWorld Allocation
Fund FamilyLord Abbett
Net Assets244.56M
YTD Return12.21%
Morningstar Rating★★
Inception DateJun 29, 2008

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover23.80%
Average for CategoryN/A

Fees & Expenses

ExpenseLAGQXCategory Average
Annual Report Expense Ratio (net)0.73%1.05%
Prospectus Net Expense Ratio1.71%N/A
Prospectus Gross Expense Ratio1.86%N/A
Max 12b1 Fee0.60%N/A
Max Front End Sales LoadN/A4.75%
Max Deferred Sales LoadN/A1.45%
3 Yr Expense Projection569N/A
5 Yr Expense Projection991N/A
10 Yr Expense Projection2,166N/A