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Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX)

Fund performance review and position details on Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX)

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

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) HighlightLord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Fund Summary

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: Lord Abbett
Net Asset: $2.01B
Yield: 3.17%
Year-to-Date Return: 2.97%
Morningstar rating: 2

 

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) CostLord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Cost

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.59% (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 R3 Fund (BLARX) PerformanceLord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Performance

Most current Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.86% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 8.05% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -5.95% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 3.61% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 4.74% (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): -1.84 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 1.19 (1.03)
3 year Sharpe Ratio: 0.45
3 year Treynor: 2.98

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) topholdingTop Stock Holdings in Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX)

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 R3 Fund (BLARX) Portfolio AllocationLord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Fund Portfolio Allocation

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Fund Portfolio Allocation data as of 03/2016

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

 

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) 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 R3-5.953.614.74
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 R3 Fund (BLARX) PerformanceOther Financial Data Web Sites on Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX)

Addition research sites for Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX)

 

Lord Abbett Multi-Asset Balanced Opp R3 Fund (BLARX) Related ResourcesSee more information on Lord Abbett Multi-Asset Balanced Opp R3 (BLARX) Fund

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