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Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Ranking and Research
Ranking, Research and Recommendation of Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Giulio A. Martini
Fund Manager Information
Fund Manager Tenure: 3.8 yearsSimilar Funds: LGIRX
Fund Family: Lord Abbett
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51) (What does this score mean?)
Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) Profile
Fund Profile and Description
Lord Abbett Multi-Asset Growth R2 Fund seeks long-term capital appreciation and growth of income. Lord Abbett Multi-Asset Growth R2 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.
What we like about Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
Data for Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) as of May 30, 2016
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) management has been with Lord Abbett Multi-Asset Growth R2 Fund for 3.8 years
- Asset base in Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has an annual stock turnover rate of 17.50% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Lord Abbett Multi-Asset Growth R2 management does not trade extensively for its return.
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.44, lower than category average of 9.46
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.70% vs 0.89%
What we are cautious about Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
Data for Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) as of May 30, 2016
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has a less-than-ideal short-term performance (1-year return -5.71% vs -3.85% Allocation--70% to 85% Equity category median performance)
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has a less-than-ideal mid-term performance (3-year return 4.58% vs 5.62% Allocation--70% to 85% Equity category median performance)
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has a less-than-ideal Long-term performance (5-year return 5.35% vs 5.88% Allocation--70% to 85% Equity category median performance)
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) ratio of up-years vs down years can be improved
- Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) has a Morningstar rating of 3 and below
- Even though Lord Abbett Multi-Asset Growth R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
What do you think?
Compare with other top Allocation--70% to 85% Equity category mutual funds
Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| Lord Abbett Multi-Asset Growth R2 | 3.38 | -5.71 | 4.58 | 5.35 | |
| American Funds Income Fund of Amer R6 (RIDGX) | 4.61 | 0.67 | 6.88 | 7.98 | Compare |
| Delaware Dividend Income Instl (DDIIX) | 4.31 | -0.72 | 6.05 | 7.28 | Compare |
| Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) | 9.02 | 1.84 | 10.72 | 8.76 | Compare |
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| ETF | Year to Date | One Year | Three Year | iShares Core Aggressive Allocation (AOA) | 0 | 0 | 0 |
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Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Net Asset
Track net asset change of Lord Abbett Multi-Asset Growth R2 fund (LGIQX)
| Date | Net Asset |
| 05/2016 | $1.14B |
| 03/2016 | $1.13B |
| 02/2016 | $1.08B |
Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Portfolio Allocation
Track portfolio allocation change of Lord Abbett Multi-Asset Growth R2 fund (LGIQX)
| Date | Cash | Stock | Bond | Other |
| 03/2016 | 2.26% | 67.89% | 26.81% | 2.19% |
| 12/2015 | 1.7% | 69.47% | 25.84% | 2.16% |
| 09/2015 | 1.66% | 68.12% | 26.05% | 3.47% |
Top 10 Holdings in Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
Discover what Lord Abbett Multi-Asset Growth R2 Fund (LGIQX) manager is buying
Lord Abbett Intl Dividend Inc I [20.26%] Lord Abbett Mid Cap Stock I [17.93%] Lord Abbett Calibrated Mid Cap Value I [16.38%] Lord Abbett Calibrated Large Cap Val I [10%] Lord Abbett Core Fixed Income I [3.53%] Lord Abbett Affiliated I [3.23%] Lord Abbett Short Duration Income I [2.94%] WisdomTree Japan Hedged Equity ETF [0.85%] Lord Abbett Intl Core Equity I [0.55%] | Lord Abbett Intl Dividend Inc I [21.27%] Lord Abbett Calibrated Mid Cap Value I [17.23%] Lord Abbett Mid Cap Stock I [17.19%] Lord Abbett Calibrated Large Cap Val I [10.66%] Lord Abbett Affiliated I [3.49%] Lord Abbett Core Fixed Income I [3.23%] Lord Abbett Short Duration Income I [3.01%] WisdomTree Japan Hedged Equity ETF [0.96%] Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%] | Lord Abbett Intl Dividend Inc I [20.92%] Lord Abbett Calibrated Mid Cap Value I [16.95%] Lord Abbett Mid Cap Stock I [16.81%] Lord Abbett Calibrated Large Cap Val I [11.48%] Lord Abbett Affiliated I [3.29%] Lord Abbett Core Fixed Income I [3.09%] Lord Abbett Short Duration Income I [2.83%] Puerto Rico Sales Tax Fing Cor Sal 6.35% [0.08%] Puerto Rico Sales Tax Fing Cor Rev 5.25% [0.07%] |
Latest News on Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
See what is happening with Lord Abbett Multi-Asset Growth R2 Fund (LGIQX)
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See more information on Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
Popular pages on Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund
- Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Research and Recommendation
- Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Performance Data
- Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Manager Information
- Historic Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Asset Allocation Report
- Historic Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Top 10 Holding Tracking
- Historic Lord Abbett Multi-Asset Growth R2 (LGIQX) Fund Asset Under Management Tracking
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