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Lord Abbett Multi-Asset Growth A (LWSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Multi-Asset Growth A (LWSAX) Fund

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

 

Graph of Lord Abbett Multi-Asset Growth A Fund (LWSAX) ManagerFund Manager - Giulio A. Martini

Fund Manager Information

Fund Manager Tenure: 4.1 years
Similar Funds: LWSBX  LWSCX  LWSPX  LWSYX 
Fund Family: Lord Abbett
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Lord Abbett Multi-Asset Growth A Fund (LWSAX) ProfileLord Abbett Multi-Asset Growth A Fund (LWSAX) Profile

Fund Profile and Description

Lord Abbett Multi-Asset Growth A Fund seeks long-term capital appreciation and growth of income. Lord Abbett Multi-Asset Growth A 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 Growth A (LWSAX) Fund Strength What we like about Lord Abbett Multi-Asset Growth A (LWSAX) Fund

Data for Lord Abbett Multi-Asset Growth A Fund (LWSAX) as of May 30, 2016

  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) management has been with Lord Abbett Multi-Asset Growth A Fund for 4.1 years
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Multi-Asset Growth A Fund (LWSAX) 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 A Fund (LWSAX) 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 A management does not trade extensively for its return.
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.45, lower than category average of 9.46
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.35% vs 0.89%

Lord Abbett Multi-Asset Growth A Fund (LWSAX) Weakness What we are cautious about Lord Abbett Multi-Asset Growth A (LWSAX) Fund

Data for Lord Abbett Multi-Asset Growth A Fund (LWSAX) as of May 30, 2016

  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) has a less-than-ideal short-term performance (1-year return -5.37% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) has a less-than-ideal mid-term performance (3-year return 4.95% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) has a less-than-ideal Long-term performance (5-year return 5.72% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) has a Morningstar rating of 3 and below
  • Lord Abbett Multi-Asset Growth A Fund (LWSAX) carries a 2.25% load
See Lord Abbett Multi-Asset Growth A Fund (LWSAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Multi-Asset Growth A Fund (LWSAX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Multi-Asset Growth A3.57-5.374.955.72
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Lord Abbett Multi-Asset Growth A Fund (LWSAX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Lord Abbett Multi-Asset Growth A Fund (LWSAX) Net Asset TrackingLord Abbett Multi-Asset Growth A (LWSAX) Fund Net Asset

Track net asset change of Lord Abbett Multi-Asset Growth A fund (LWSAX)

DateNet Asset
05/2016$1.14B
03/2016$1.13B
02/2016$1.08B
More historic net asset information on Lord Abbett Multi-Asset Growth A Fund (LWSAX)

  

Graph of Lord Abbett Multi-Asset Growth A Fund (LWSAX) Portfolio TrackingLord Abbett Multi-Asset Growth A (LWSAX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Multi-Asset Growth A fund (LWSAX)

DateCashStockBondOther
03/20162.26%67.89%26.81%2.19%
12/20151.7%69.47%25.84%2.16%
09/20151.66%68.12%26.05%3.47%
Click here to see more historic asset allocation information on Lord Abbett Multi-Asset Growth A Fund (LWSAX)

 

graph of Lord Abbett Multi-Asset Growth A Fund (LWSAX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Multi-Asset Growth A (LWSAX) Fund

Discover what Lord Abbett Multi-Asset Growth A Fund (LWSAX) manager is buying

Mar 30, 2016
Lord Abbett High Yield I [23.93%]
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%]

Dec 30, 2015
Lord Abbett High Yield I [23.15%]
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%]

Sep 29, 2015
Lord Abbett High Yield I [24.22%]
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%]
Click here for Stock Holding Change Map in Lord Abbett Multi-Asset Growth A Fund (LWSAX)

  

Latest News on Lord Abbett Multi-Asset Growth A (LWSAX) Fund

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Lord Abbett Multi-Asset Growth A Fund (LWSAX) Related ResourcesSee more information on Lord Abbett Multi-Asset Growth A (LWSAX) Fund

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