Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LWSBX Insights | LWSBX Score | LWSBX Performance | LWSBX News | LWSBX Allocation | LWSBX Holdings Change

Lord Abbett Multi-Asset Growth B Fund (LWSBX)

Fund performance review and position details on Lord Abbett Multi-Asset Growth B Fund (LWSBX)

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

Lord Abbett Multi-Asset Growth B Fund (LWSBX) HighlightLord Abbett Multi-Asset Growth B Fund (LWSBX) Fund Summary

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

Category: Allocation--70% to 85% Equity
Fund Family: Lord Abbett
Net Asset: $1.14B
Yield: 2.59%
Year-to-Date Return: 3.19%
Morningstar rating: 2

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) CostLord Abbett Multi-Asset Growth B Fund (LWSBX) Cost

Lord Abbett Multi-Asset Growth B Fund (LWSBX) various investment related cost

Initial Investment: 1,500
Total Expense Ratio (Allocation--70% to 85% Equity average): 1.10% (0.89%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 17.50%

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) PerformanceLord Abbett Multi-Asset Growth B Fund (LWSBX) Performance

Most current Lord Abbett Multi-Asset Growth B Fund (LWSBX) Performance

1-month Performance (Allocation--70% to 85% Equity category median performance): 1.09% (0.77%)
3-month Performance (Allocation--70% to 85% Equity category median performance): 8.74% (7.94%)
1 Year Performance (Allocation--70% to 85% Equity category median performance): -6.08% (-3.85%)
3 Year Performance (Allocation--70% to 85% Equity category median performance): 4.15% (5.62%)
5 Year Performance (Allocation--70% to 85% Equity category median performance): 4.93% (5.88%)
Number of Years of positive return: 7 years
Number of Years of negative return: 3 years
3 year Alpha (Allocation--70% to 85% Equity category average): -1.81 (-0.41)
3 year Beta (Allocation--70% to 85% Equity category average): 1.31 (1.28)
3 year Sharpe Ratio: 0.47
3 year Treynor: 3.12

Lord Abbett Multi-Asset Growth B Fund (LWSBX) topholdingTop Stock Holdings in Lord Abbett Multi-Asset Growth B Fund (LWSBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Lord Abbett High Yield I23.93%N/A
Lord Abbett Intl Dividend Inc I20.26%N/A
Lord Abbett Mid Cap Stock I17.93%N/A
Lord Abbett Calibrated Mid Cap Value I16.38%N/A
Lord Abbett Calibrated Large Cap Val I10%N/A
Lord Abbett Core Fixed Income I3.53%N/A
Lord Abbett Affiliated I3.23%N/A
Lord Abbett Short Duration Income I2.94%N/A
WisdomTree Japan Hedged Equity ETF0.85%N/A
Lord Abbett Intl Core Equity I0.55%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) Portfolio AllocationLord Abbett Multi-Asset Growth B Fund (LWSBX) Fund Portfolio Allocation

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

Stock67.89%
Bond26.81%
Cash2.26%
Other2.19%

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) CompareCompare with other Allocation--70% to 85% Equity category mutual funds

Below are some additional Allocation--70% to 85% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Multi-Asset Growth B-6.084.154.93
American Funds Income Fund of Amer R6 (RIDGX)0.676.887.98 Compare
Delaware Dividend Income Instl (DDIIX)-0.726.057.28 Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)1.8410.728.76 Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) PerformanceOther Financial Data Web Sites on Lord Abbett Multi-Asset Growth B Fund (LWSBX)

Addition research sites for Lord Abbett Multi-Asset Growth B Fund (LWSBX)

 

Lord Abbett Multi-Asset Growth B Fund (LWSBX) Related ResourcesSee more information on Lord Abbett Multi-Asset Growth B (LWSBX) Fund

Popular pages on Lord Abbett Multi-Asset Growth B (LWSBX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update