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Lord Abbett Multi-Asset Income R2 Fund (LIGQX)

Fund performance review and position details on Lord Abbett Multi-Asset Income R2 Fund (LIGQX)

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

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) HighlightLord Abbett Multi-Asset Income R2 Fund (LIGQX) Fund Summary

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: Lord Abbett
Net Asset: $1.91B
Yield: 3.4%
Year-to-Date Return: 2.57%
Morningstar rating: 2

 

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) CostLord Abbett Multi-Asset Income R2 Fund (LIGQX) Cost

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Allocation--30% to 50% Equity average): 0.70% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 26.36%

 

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) PerformanceLord Abbett Multi-Asset Income R2 Fund (LIGQX) Performance

Most current Lord Abbett Multi-Asset Income R2 Fund (LIGQX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): 0.49% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 5.69% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): -4.44% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 2.22% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 3.76% (4.31%)
Number of Years of positive return: 6 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--30% to 50% Equity category average): -1.48 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.79 (0.77)
3 year Sharpe Ratio: 0.4
3 year Treynor: 2.72

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) topholdingTop Stock Holdings in Lord Abbett Multi-Asset Income R2 Fund (LIGQX)

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 R2 Fund (LIGQX) Portfolio AllocationLord Abbett Multi-Asset Income R2 Fund (LIGQX) Fund Portfolio Allocation

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) Fund Portfolio Allocation data as of 03/2016

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

 

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) 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 R2-4.442.223.76
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 R2 Fund (LIGQX) PerformanceOther Financial Data Web Sites on Lord Abbett Multi-Asset Income R2 Fund (LIGQX)

Addition research sites for Lord Abbett Multi-Asset Income R2 Fund (LIGQX)

 

Lord Abbett Multi-Asset Income R2 Fund (LIGQX) Related ResourcesSee more information on Lord Abbett Multi-Asset Income R2 (LIGQX) Fund

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