5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#16 in Conservative Allocation
U.S. News evaluated 182 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.79 percent over the past year, 8.75 percent over the past three years, and 15.01 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||9.9%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of current 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 fixed income securities and selects U.S. equity 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 are Below Average compared to funds in the same category.
Lord Abbett Diversified Income Strategy Fund has an expense ratio of 0.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.