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Lord Abbett Multi-Asset Balanced Opp R3 (BLARX)

11.38
-0.07
(-0.61%)
At close: 8:00:07 PM EDT
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  • Previous Close 11.45
  • YTD Return -0.47%
  • Expense Ratio 1.48%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.89B
  • Beta (5Y Monthly) 0.90
  • Yield 2.31%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.05
  • Inception Date Sep 28, 2007

The fund is a "fund-of-funds" that invests in affiliated investment companies (the "underlying funds") managed by Lord, Abbett & Co. LLC ("Lord Abbett"). Under normal conditions, through the underlying funds, it indirectly invests in U.S. equity securities, fixed income securities and select foreign (including emerging market) securities. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

Lord Abbett

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.89B

Net Assets

2007-09-28

Inception Date

Performance Overview: BLARX

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Trailing returns as of 4/7/2025. Category is Allocation--50% to 70% Equity.

YTD Return

BLARX
0.47%
Category
9.69%
 

1-Year Return

BLARX
6.29%
Category
27.06%
 

3-Year Return

BLARX
4.46%
Category
11.00%
 

5-Year Return

BLARX
10.99%
Category
10.26%
 

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Holdings: BLARX

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Sector Weightings

SectorBLARX
Technology   22.79%
Industrials   14.62%
Healthcare   10.71%
Energy   4.74%
Utilities   3.14%
Real Estate   1.37%

Recent News: BLARX

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Research Reports: BLARX

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