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Lord Abbett Multi-Asset Income B Fund (ISFBX)

Fund performance review and position details on Lord Abbett Multi-Asset Income B Fund (ISFBX)

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Lord Abbett Multi-Asset Income B Fund (ISFBX) HighlightLord Abbett Multi-Asset Income B Fund (ISFBX) Fund Summary

Lord Abbett Multi-Asset Income B Fund (ISFBX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: Lord Abbett
Net Asset: $1.91B
Yield: 3.04%
Year-to-Date Return: 2.44%
Morningstar rating: 3

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) CostLord Abbett Multi-Asset Income B Fund (ISFBX) Cost

Lord Abbett Multi-Asset Income B Fund (ISFBX) various investment related cost

Initial Investment: 1,500
Total Expense Ratio (Allocation--30% to 50% Equity average): 1.10% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 26.36%

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) PerformanceLord Abbett Multi-Asset Income B Fund (ISFBX) Performance

Most current Lord Abbett Multi-Asset Income B Fund (ISFBX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): 0.46% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 5.65% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): -4.79% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 1.83% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 3.35% (4.31%)
Number of Years of positive return: 8 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--30% to 50% Equity category average): -1.86 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.79 (0.77)
3 year Sharpe Ratio: 0.33
3 year Treynor: 2.23

Lord Abbett Multi-Asset Income B Fund (ISFBX) topholdingTop Stock Holdings in Lord Abbett Multi-Asset Income B Fund (ISFBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Lord Abbett High Yield I33.31%N/A
Lord Abbett Short Duration Income I25.42%N/A
Lord Abbett Convertible I10.32%N/A
Lord Abbett Intl Dividend Inc I9.49%N/A
Lord Abbett Emerging Markets Currency I9.03%N/A
Lord Abbett Mid Cap Stock I3.79%N/A
Lord Abbett Core Fixed Income I3.51%N/A
Lord Abbett Calibrated Mid Cap Value I3.01%N/A
WisdomTree Japan Hedged Equity ETF0.93%N/A
Lord Abbett Intl Core Equity I0.52%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) Portfolio AllocationLord Abbett Multi-Asset Income B Fund (ISFBX) Fund Portfolio Allocation

Lord Abbett Multi-Asset Income B Fund (ISFBX) Fund Portfolio Allocation data as of 03/2016

Stock20.26%
Bond61.16%
Cash7.03%
Other3.02%

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) CompareCompare with other Allocation--30% to 50% Equity category mutual funds

Below are some additional Allocation--30% to 50% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Multi-Asset Income B-4.791.833.35
Hartford Balanced Income I (HBLIX)3.656.257.99 Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)0.124.475.27 Compare
Berwyn Income (BERIX)0.444.235.21 Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) PerformanceOther Financial Data Web Sites on Lord Abbett Multi-Asset Income B Fund (ISFBX)

Addition research sites for Lord Abbett Multi-Asset Income B Fund (ISFBX)

 

Lord Abbett Multi-Asset Income B Fund (ISFBX) Related ResourcesSee more information on Lord Abbett Multi-Asset Income B (ISFBX) Fund

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