Lord Abbett Multi-Asset Balanced Opportunity Fund Class F3
LOBFX
NASDAQ
| Weiss Ratings | LOBFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LOBFX-NASDAQ | Click to Compare |
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| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | Giulio A. Martini (10), Robert A. Lee (9), Steven F. Rocco (2), 1 other | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | LOBFX-NASDAQ | Click to Compare |
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| Fund Name | Lord Abbett Multi-Asset Balanced Opportunity Fund Class F3 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Apr 04, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LOBFX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.66% | |||
| Dividend | LOBFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | LOBFX-NASDAQ | Click to Compare |
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| Cash | 1.08% | |||
| Stock | 58.22% | |||
| U.S. Stock | 46.95% | |||
| Non-U.S. Stock | 11.27% | |||
| Bond | 39.00% | |||
| U.S. Bond | 30.72% | |||
| Non-U.S. Bond | 8.28% | |||
| Preferred | 0.08% | |||
| Convertible | 0.03% | |||
| Other Net | 1.59% | |||
| Price History | LOBFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.24% | |||
| 30-Day Total Return | 1.09% | |||
| 60-Day Total Return | 0.74% | |||
| 90-Day Total Return | 0.62% | |||
| Year to Date Total Return | 11.96% | |||
| 1-Year Total Return | 12.17% | |||
| 2-Year Total Return | 30.29% | |||
| 3-Year Total Return | 44.57% | |||
| 5-Year Total Return | 36.24% | |||
| Price | LOBFX-NASDAQ | Click to Compare |
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| 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 | LOBFX-NASDAQ | Click to Compare |
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| Nav | $13.52 | |||
| 1-Month Low NAV | $13.25 | |||
| 1-Month High NAV | $13.73 | |||
| 52-Week Low NAV | $11.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.73 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | LOBFX-NASDAQ | Click to Compare |
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| Beta | 0.64 | |||
| Standard Deviation | 8.64 | |||
| Balance Sheet | LOBFX-NASDAQ | Click to Compare |
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| Total Assets | 2.02B | |||
| Operating Ratios | LOBFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.90% | |||
| Turnover Ratio | 31.00% | |||
| Performance | LOBFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.40% | |||
| Last Bear Market Total Return | -12.20% | |||