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Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX)

Fund performance review and position details on Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX)

    Last Trade: $ on , Change: (0%)

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) HighlightLord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Fund Summary

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: Lord Abbett
Net Asset: $2.01B
Yield: 2.97%
Year-to-Date Return: 2.95%
Morningstar rating: 2

 

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) CostLord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Cost

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.70% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 17.62%

 

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) PerformanceLord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Performance

Most current Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.74% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 7.95% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -6.05% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 3.47% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 4.62% (5.94%)
Number of Years of positive return: 5 years
Number of Years of negative return: 3 years
3 year Alpha (Allocation--50% to 70% Equity category average): -1.96 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 1.18 (1.03)
3 year Sharpe Ratio: 0.43
3 year Treynor: 2.87

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) topholdingTop Stock Holdings in Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Lord Abbett High Yield I23.33%N/A
Lord Abbett Intl Dividend Inc I15.41%N/A
Lord Abbett Mid Cap Stock I11.7%N/A
Lord Abbett Calibrated Mid Cap Value I10.81%N/A
Lord Abbett Convertible I10.19%N/A
Lord Abbett Calibrated Large Cap Val I9.54%N/A
Lord Abbett Emerging Markets Currency I9.03%N/A
Lord Abbett Short Duration Income I4.14%N/A
Lord Abbett Core Fixed Income I3.88%N/A
WisdomTree Japan Hedged Equity ETF0.86%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Portfolio AllocationLord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Fund Portfolio Allocation

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) Fund Portfolio Allocation data as of 03/2016

Stock50.09%
Bond34.77%
Cash4.74%
Other2.16%

 

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Multi-Asset Balanced Opp R2-6.053.474.62
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX) PerformanceOther Financial Data Web Sites on Lord Abbett Multi-Asset Balanced Opp R2 Fund (BLAQX)

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