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Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

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

 

Graph of Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) ManagerFund Manager - Giulio A. Martini

Fund Manager Information

Fund Manager Tenure: 3.8 years
Similar Funds: LABFX  LABPX  LABYX 
Fund Family: Lord Abbett
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) ProfileLord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Profile

Fund Profile and Description

Lord Abbett Multi-Asset Balanced Opp B Fund seeks current income and capital growth. Lord Abbett Multi-Asset Balanced Opp B 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 Balanced Opp B (LABBX) Fund Strength What we like about Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

Data for Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) as of May 30, 2016

  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) management has been with Lord Abbett Multi-Asset Balanced Opp B Fund for 3.8 years
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has an annual stock turnover rate of 17.62% vs Allocation--50% to 70% Equity average of 53.61%. It is good that Lord Abbett Multi-Asset Balanced Opp B management does not trade extensively for its return.

Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Weakness What we are cautious about Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

Data for Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) as of May 30, 2016

  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has a less-than-ideal short-term performance (1-year return -6.44% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has a less-than-ideal mid-term performance (3-year return 3.07% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has a less-than-ideal Long-term performance (5-year return 4.21% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has a Morningstar rating of 3 and below
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) does not have a good risk adjusted return as its 3-year Alpha of -2.36 is worse than category average of 0.36, and its 3-year Sharpe ratio is 0.39
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.51 that is higher than category average of 7.71
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) has a higher expense ratio of 1.10% than its Allocation--50% to 70% Equity average of 0.85%
  • Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) carries a 5% load
See Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Multi-Asset Balanced Opp B2.74-6.443.074.21
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Net Asset TrackingLord Abbett Multi-Asset Balanced Opp B (LABBX) Fund Net Asset

Track net asset change of Lord Abbett Multi-Asset Balanced Opp B fund (LABBX)

DateNet Asset
05/2016$2.01B
03/2016$2.00B
02/2016$1.93B
More historic net asset information on Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)

  

Graph of Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Portfolio TrackingLord Abbett Multi-Asset Balanced Opp B (LABBX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Multi-Asset Balanced Opp B fund (LABBX)

DateCashStockBondOther
03/20164.74%50.09%34.77%2.16%
12/20153.98%52.53%33.24%2.1%
09/20154.37%51.19%33.45%2.87%
Click here to see more historic asset allocation information on Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)

 

graph of Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

Discover what Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) manager is buying

Mar 30, 2016
Lord Abbett High Yield I [23.33%]
Lord Abbett Intl Dividend Inc I [15.41%]
Lord Abbett Mid Cap Stock I [11.7%]
Lord Abbett Calibrated Mid Cap Value I [10.81%]
Lord Abbett Convertible I [10.19%]
Lord Abbett Calibrated Large Cap Val I [9.54%]
Lord Abbett Emerging Markets Currency I [9.03%]
Lord Abbett Short Duration Income I [4.14%]
Lord Abbett Core Fixed Income I [3.88%]
WisdomTree Japan Hedged Equity ETF [0.86%]

Dec 30, 2015
Lord Abbett High Yield I [22.37%]
Lord Abbett Intl Dividend Inc I [16.25%]
Lord Abbett Calibrated Mid Cap Value I [12.46%]
Lord Abbett Mid Cap Stock I [11.49%]
Lord Abbett Convertible I [10.05%]
Lord Abbett Calibrated Large Cap Val I [9.67%]
Lord Abbett Emerging Markets Currency I [8.84%]
Lord Abbett Core Fixed Income I [3.77%]
Lord Abbett Short Duration Income I [3.69%]
WisdomTree Japan Hedged Equity ETF [0.95%]

Sep 29, 2015
Lord Abbett High Yield I [23.5%]
Lord Abbett Intl Dividend Inc I [15.94%]
Lord Abbett Calibrated Mid Cap Value I [12.66%]
Lord Abbett Mid Cap Stock I [11.59%]
Lord Abbett Convertible I [10.16%]
Lord Abbett Emerging Markets Currency I [9.56%]
Lord Abbett Calibrated Large Cap Val I [9.22%]
Lord Abbett Core Fixed Income I [3.8%]
Lord Abbett Short Duration Income I [3.01%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%]
Click here for Stock Holding Change Map in Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)

  

Latest News on Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

See what is happening with Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX)

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Lord Abbett Multi-Asset Balanced Opp B Fund (LABBX) Related ResourcesSee more information on Lord Abbett Multi-Asset Balanced Opp B (LABBX) Fund

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