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Lord Abbett Multi-Asset Balanced Opp P (LABPX)

12.23
-0.02
(-0.16%)
At close: May 23 at 8:01:26 PM EDT
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  • Previous Close 12.25
  • YTD Return -0.60%
  • Expense Ratio 1.43%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.88B
  • Beta (5Y Monthly) 0.89
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.08
  • Inception Date Sep 28, 2007

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.

Lord Abbett

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.88B

Net Assets

2007-09-28

Inception Date

Performance Overview: LABPX

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Trailing returns as of 5/22/2025. Category is Allocation--50% to 70% Equity.

YTD Return

LABPX
0.60%
Category
9.69%
 

1-Year Return

LABPX
9.72%
Category
27.06%
 

3-Year Return

LABPX
6.64%
Category
11.00%
 

5-Year Return

LABPX
9.33%
Category
10.26%
 

Holdings: LABPX

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Sector Weightings

SectorLABPX
Technology   20.34%
Industrials   13.62%
Healthcare   12.40%
Energy   5.77%
Utilities   3.61%
Real Estate   1.21%

Recent News: LABPX

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Research Reports: LABPX

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