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Mutual Fund Insights: Lord Abbett Balanced Strategy R3 Fund (BLARX)

In-depth Analysis of Lord Abbett Balanced Strategy R3 Fund (BLARX)

Mutual fund chart: Lord Abbett Balanced Strategy R3 Fund (BLARX)

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See Lord Abbett Balanced Strategy R3 Fund (BLARX) performance details as of January 31, 2010

  

    Last Trade: $10.16 on 3/17/2010, Change: +0.05 (0.49%)
Experiment our closing price forecasting tool for Lord Abbett Balanced Strategy R3 Fund (BLARX) (alpha release)

  

Fund Manager - Christopher J. Towle

Fund Manager Tenure: 4.7 years   [Similar Funds: BLAFX  BLAQX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980.  Get more insights on Christopher J. Towle

  

What we like about Lord Abbett Balanced Strategy R3 Fund (BLARX) What we like about Lord Abbett Balanced Strategy R3 Fund (BLARX)

Data for Lord Abbett Balanced Strategy R3 Fund (BLARX) as of January 31, 2010

  • Lord Abbett Balanced Strategy R3 Fund (BLARX) management has been with Lord Abbett Balanced Strategy R3 Fund for 4.7 years
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) has good short-term performance (1-year return 34.78% vs 27.80% Moderate Allocation category average)
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) has good mid-term performance (3-year return -1.13% vs -2.95% Moderate Allocation category average)
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) has good Long-term performance (5-year return 2.72% vs 1.92% Moderate Allocation category average)
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) has a Morningstar rating of 4 and above

  

What we are cautious about Lord Abbett Balanced Strategy R3 Fund (BLARX) What we are cautious about Lord Abbett Balanced Strategy R3 Fund (BLARX)

Data for Lord Abbett Balanced Strategy R3 Fund (BLARX) as of January 31, 2010

  • Lord Abbett Balanced Strategy R3 Fund (BLARX) ratio of up-years vs down years can be improved
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.54 that is higher than category average of 14.84
  • Lord Abbett Balanced Strategy R3 Fund (BLARX) has a higher management fee of 1.25% than its Moderate Allocation average of 1.02%
  • Even though Lord Abbett Balanced Strategy R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Balanced Strategy R3 Fund (BLARX) performance details as of January 31, 2010

  

  

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Lord Abbett Balanced Strategy R3 Fund (BLARX) Net Asset

Track net asset change of Lord Abbett Balanced Strategy R3 fund (BLARX)

DateNet Asset
01/2010$3.58M
11/2009$1.12M
10/2009$2.09M
More historic net asset information on Lord Abbett Balanced Strategy R3 Fund (BLARX)

  

Lord Abbett Balanced Strategy R3 Fund (BLARX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Balanced Strategy R3 fund (BLARX)

DateCashStockBondOther
09/20092.98%61.52%29.82%5.68%
06/20093.4%60.18%31.96%4.46%
04/20093.75%54.35%38.45%3.46%
Click here to see more historic asset allocation information on Lord Abbett Balanced Strategy R3 Fund (BLARX)

  

Most Recent Top 10 Holdings in Lord Abbett Balanced Strategy R3 Fund (BLARX)

Discover what Lord Abbett Balanced Strategy R3 Fund (BLARX) manager is buying

30-Sep-09
Lord Abbett Affiliated I [25.77%]
Lord Abbett Capital Structure I [18.15%]
Lord Abbett High Yield I [14.94%]
Lord Abbett Bond-Debenture I [13.66%]
Lord Abbett Classic Stock I [10.51%]
Lord Abbett Intl Dividend Inc I [8.24%]
Lord Abbett Intl Core Equity I [6.55%]
Lord Abbett Floating Rate I [2.1%]
N/A [0%]
N/A [0%]

30-Jun-09
Lord Abbett Affiliated I [25.77%]
Lord Abbett Capital Structure I [18.15%]
Lord Abbett High Yield I [14.94%]
Lord Abbett Bond-Debenture I [13.66%]
Lord Abbett Classic Stock I [10.51%]
Lord Abbett Intl Dividend Inc I [8.24%]
Lord Abbett Intl Core Equity I [6.55%]
Lord Abbett Floating Rate I [2.1%]
Lord Abbett Total Return I [0%]
N/A [0%]

30-Apr-09
Lord Abbett Affiliated I [26.56%]
Lord Abbett High Yield I [14.61%]
Lord Abbett Bond-Debenture I [13.4%]
Lord Abbett Large-Cap Core I [10.66%]
Lord Abbett Total Return I [6.99%]
Lord Abbett Intl Core Equity I [6.16%]
Lord Abbett Intl Dividend Inc I [4.75%]
Lord Abbett Floating Rate I [2.1%]
N/A [0%]

Click here for Stock Holding Change Map in Lord Abbett Balanced Strategy R3 Fund (BLARX)

  

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