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Lord Abbett Multi-Asset Income I (ISFYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Multi-Asset Income I (ISFYX) Fund

    Last Trade: $14.36 on 3/22/2017, Change: +0.00 (0%)

 

Graph of Lord Abbett Multi-Asset Income I Fund (ISFYX) ManagerFund Manager - Giulio A. Martini

Fund Manager Information

Fund Manager Tenure: 1.4 years
Similar Funds: ISFAX  ISFBX  ISFCX 
Fund Family: Lord Abbett
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of Lord Abbett Multi-Asset Income I Fund (ISFYX) ProfileLord Abbett Multi-Asset Income I Fund (ISFYX) Profile

Fund Profile and Description

Lord Abbett Multi-Asset Income I Fund seeks a high level of current income. Lord Abbett Multi-Asset Income I Fund allocates assets among equity securities, fixed income securities, and money market instruments by investing in a weighted combination of other funds managed by the fund's advisor that hold such instruments. The underlying funds may invest in a broad range of domestic, foreign and multinational equity securities (including common and preferred stocks, warrants and similar instruments), fixed income securities (which may include investment grade or high-yield debt securities and mortgage- related securities) and money market instruments.

 

Lord Abbett Multi-Asset Income I (ISFYX) Fund Strength What we like about Lord Abbett Multi-Asset Income I (ISFYX) Fund

Data for Lord Abbett Multi-Asset Income I Fund (ISFYX) as of May 30, 2016

  • Lord Abbett Multi-Asset Income I Fund (ISFYX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has good Long-term performance (5-year return 4.38% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has a Morningstar rating of 4 and above
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has an annual stock turnover rate of 26.36% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Lord Abbett Multi-Asset Income I management does not trade extensively for its return.
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.8, lower than category average of 5.82
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.10% vs 0.81%
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Multi-Asset Income I Fund (ISFYX) Weakness What we are cautious about Lord Abbett Multi-Asset Income I (ISFYX) Fund

Data for Lord Abbett Multi-Asset Income I Fund (ISFYX) as of May 30, 2016

  • Lord Abbett Multi-Asset Income I Fund (ISFYX) management has been with Lord Abbett Multi-Asset Income I Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has a less-than-ideal short-term performance (1-year return -3.83% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Lord Abbett Multi-Asset Income I Fund (ISFYX) has a less-than-ideal mid-term performance (3-year return 2.86% vs 3.44% Allocation--30% to 50% Equity category median performance)
See Lord Abbett Multi-Asset Income I Fund (ISFYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Multi-Asset Income I Fund (ISFYX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Multi-Asset Income I2.85-3.832.864.38
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

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

 

Compare Lord Abbett Multi-Asset Income I Fund (ISFYX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of Lord Abbett Multi-Asset Income I Fund (ISFYX) Net Asset TrackingLord Abbett Multi-Asset Income I (ISFYX) Fund Net Asset

Track net asset change of Lord Abbett Multi-Asset Income I fund (ISFYX)

DateNet Asset
05/2016$1.91B
03/2016$1.95B
02/2016$1.93B
More historic net asset information on Lord Abbett Multi-Asset Income I Fund (ISFYX)

  

Graph of Lord Abbett Multi-Asset Income I Fund (ISFYX) Portfolio TrackingLord Abbett Multi-Asset Income I (ISFYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Multi-Asset Income I fund (ISFYX)

DateCashStockBondOther
03/20167.03%20.26%61.16%3.02%
12/20155.95%22.67%60.14%2.91%
09/20156.27%22.91%59.81%3.15%
Click here to see more historic asset allocation information on Lord Abbett Multi-Asset Income I Fund (ISFYX)

 

graph of Lord Abbett Multi-Asset Income I Fund (ISFYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Multi-Asset Income I (ISFYX) Fund

Discover what Lord Abbett Multi-Asset Income I Fund (ISFYX) manager is buying

Mar 30, 2016
Lord Abbett High Yield I [33.31%]
Lord Abbett Short Duration Income I [25.42%]
Lord Abbett Convertible I [10.32%]
Lord Abbett Intl Dividend Inc I [9.49%]
Lord Abbett Emerging Markets Currency I [9.03%]
Lord Abbett Mid Cap Stock I [3.79%]
Lord Abbett Core Fixed Income I [3.51%]
Lord Abbett Calibrated Mid Cap Value I [3.01%]
WisdomTree Japan Hedged Equity ETF [0.93%]
Lord Abbett Intl Core Equity I [0.52%]

Dec 30, 2015
Lord Abbett High Yield I [32.56%]
Lord Abbett Short Duration Income I [23.76%]
Lord Abbett Intl Dividend Inc I [10.88%]
Lord Abbett Convertible I [10.07%]
Lord Abbett Emerging Markets Currency I [9.65%]
Lord Abbett Calibrated Mid Cap Value I [4.36%]
Lord Abbett Mid Cap Stock I [3.7%]
Lord Abbett Core Fixed Income I [3.45%]
WisdomTree Japan Hedged Equity ETF [1%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%]

Sep 29, 2015
Lord Abbett High Yield I [33.98%]
Lord Abbett Short Duration Income I [23.82%]
Lord Abbett Intl Dividend Inc I [10.82%]
Lord Abbett Convertible I [9.54%]
Lord Abbett Emerging Markets Currency I [9.3%]
Lord Abbett Calibrated Mid Cap Value I [4.84%]
Lord Abbett Mid Cap Stock I [3.83%]
Lord Abbett Core Fixed Income I [3.38%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [0.08%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%]
Click here for Stock Holding Change Map in Lord Abbett Multi-Asset Income I Fund (ISFYX)

  

Latest News on Lord Abbett Multi-Asset Income I (ISFYX) Fund

See what is happening with Lord Abbett Multi-Asset Income I Fund (ISFYX)

 

Lord Abbett Multi-Asset Income I Fund (ISFYX) Related ResourcesSee more information on Lord Abbett Multi-Asset Income I (ISFYX) Fund

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