| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
1
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.94 percent over the past year, 8.83 percent over the past three years, and 5.07 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.6% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | 8.8% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation and growth of income. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal market conditions, through the underlying funds, the fund indirectly invests principally in U.S. equity securities and selects fixed income securities and foreign (including emerging market) securities. It uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
Fees
Fees are Low compared to funds in the same category.
Lord Abbett Growth & Income Strategy Fund has an expense ratio of 0.54 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
