Lord Abbett Multi-Asset Balanced Opportunity Fund Class P
LABPX
NASDAQ
| Weiss Ratings | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | Giulio A. Martini (10), Robert A. Lee (10), Steven F. Rocco (3), 1 other | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Lord Abbett Multi-Asset Balanced Opportunity Fund Class P | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 31, 2002 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.73% | |||
| Dividend | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.56% | |||
| Asset Allocation | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.58% | |||
| Stock | 58.91% | |||
| U.S. Stock | 46.53% | |||
| Non-U.S. Stock | 12.38% | |||
| Bond | 40.39% | |||
| U.S. Bond | 32.37% | |||
| Non-U.S. Bond | 8.02% | |||
| Preferred | 0.06% | |||
| Convertible | 0.06% | |||
| Other Net | 0.00% | |||
| Price History | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.37% | |||
| 30-Day Total Return | -2.36% | |||
| 60-Day Total Return | -2.93% | |||
| 90-Day Total Return | -1.70% | |||
| Year to Date Total Return | -1.48% | |||
| 1-Year Total Return | 13.32% | |||
| 2-Year Total Return | 19.37% | |||
| 3-Year Total Return | 38.29% | |||
| 5-Year Total Return | 24.81% | |||
| Price | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.23 | |||
| 1-Month Low NAV | $12.95 | |||
| 1-Month High NAV | $13.60 | |||
| 52-Week Low NAV | $11.33 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.79 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 8.61 | |||
| Balance Sheet | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.95B | |||
| Operating Ratios | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.40% | |||
| Turnover Ratio | 31.00% | |||
| Performance | LABPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.00% | |||
| Last Bear Market Total Return | -12.34% | |||