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Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

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

 

Graph of Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) ManagerFund Manager - Giulio A. Martini

Fund Manager Information

Fund Manager Tenure: 3.8 years
Similar Funds: LAGBX  LAGCX  LAGEX  LAGFX 
Fund Family: Lord Abbett
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) ProfileLord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Profile

Fund Profile and Description

Lord Abbett Multi-Asset Global Opp R2 Fund seeks total return. Lord Abbett Multi-Asset Global Opp R2 Fund allocates assets to domestic and foreign equity securities and fixed income securities by investing in a weighted combination of other funds. It generally invests principally in underlying funds that primarily invest in the securities of corporate and governmental issuers located in North and South America, Europe, Australia and the Far East. Lord Abbett Multi-Asset Global Opp R2 Fund normally invests a significant amount of net assets in underlying funds that invest substantially in equity or fixed income securities of companies organized or located outside the United States or doing a substantial amount of business outside the United States.

 

Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund Strength What we like about Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

Data for Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) as of May 30, 2016

  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) management has been with Lord Abbett Multi-Asset Global Opp R2 Fund for 3.8 years
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has an annual stock turnover rate of 21.63% vs World Allocation average of 877.79%. It is good that Lord Abbett Multi-Asset Global Opp R2 management does not trade extensively for its return.
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has a lower expense ratio than its World Allocation average: 0.70% vs 1.07%

Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Weakness What we are cautious about Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

Data for Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) as of May 30, 2016

  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has a less-than-ideal short-term performance (1-year return -8.66% vs -4.40% World Allocation category median performance)
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has a less-than-ideal mid-term performance (3-year return 1.14% vs 2.81% World Allocation category median performance)
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has a less-than-ideal Long-term performance (5-year return 1.74% vs 3.40% World Allocation category median performance)
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) has a Morningstar rating of 3 and below
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) does not have a good risk adjusted return as its 3-year Alpha of -4.93 is worse than category average of -3.05, and its 3-year Sharpe ratio is 0.16
  • Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.83 that is higher than category average of 8.6
  • Even though Lord Abbett Multi-Asset Global Opp R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Multi-Asset Global Opp R21.93-8.661.141.74
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Net Asset TrackingLord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund Net Asset

Track net asset change of Lord Abbett Multi-Asset Global Opp R2 fund (LAGQX)

DateNet Asset
05/2016$256.96M
03/2016$257.45M
02/2016$247.56M
More historic net asset information on Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)

  

Graph of Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Portfolio TrackingLord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Multi-Asset Global Opp R2 fund (LAGQX)

DateCashStockBondOther
03/20166.13%62%29.4%1.6%
12/20156.09%63.67%27.71%1.65%
09/20156.3%62.68%27.45%2.83%
Click here to see more historic asset allocation information on Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)

 

graph of Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

Discover what Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) manager is buying

Mar 30, 2016
Lord Abbett Intl Dividend Inc I [39.94%]
Lord Abbett Emerging Markets Currency I [19.41%]
Lord Abbett High Yield I [17.31%]
Lord Abbett Calibrated Mid Cap Value I [11.12%]
Lord Abbett Mid Cap Stock I [10.89%]
WisdomTree Japan Hedged Equity ETF [0.85%]
Lord Abbett Intl Core Equity I [0.49%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.09%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [0.08%]
Puerto Rico Sales Tax Fing Cor Rev Bd 5% [0.06%]

Dec 30, 2015
Lord Abbett Intl Dividend Inc I [40.95%]
Lord Abbett Emerging Markets Currency I [18.08%]
Lord Abbett High Yield I [16.45%]
Lord Abbett Calibrated Mid Cap Value I [11.99%]
Lord Abbett Mid Cap Stock I [11.01%]
WisdomTree Japan Hedged Equity ETF [0.95%]
Lord Abbett Short Duration Income I [0.09%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [0.07%]
Puerto Rico Sales Tax Fing Cor Rev Bd 5% [0.05%]

Sep 29, 2015
Lord Abbett Intl Dividend Inc I [40.82%]
Lord Abbett Emerging Markets Currency I [17.66%]
Lord Abbett High Yield I [16.98%]
Lord Abbett Calibrated Mid Cap Value I [12.41%]
Lord Abbett Mid Cap Stock I [11.43%]
Lord Abbett Short Duration Income I [0.37%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [0.08%]
Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%]
Puerto Rico Sales Tax Fing Cor Rev Bd 5% [0.06%]
Puerto Rico Sales Tax Fing Cor Sal 6.05% [0.05%]
Click here for Stock Holding Change Map in Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)

  

Latest News on Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

See what is happening with Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX)

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Lord Abbett Multi-Asset Global Opp R2 Fund (LAGQX) Related ResourcesSee more information on Lord Abbett Multi-Asset Global Opp R2 (LAGQX) Fund

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