3 / 5 Stars
5 5 2 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#57 in Moderate Allocation
U.S. News evaluated 246 Moderate 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 18.93 percent over the past year, 10.71 percent over the past three years, 14.64 percent over the past five years, and 6.69 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||16.3%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||6.7%|
The investment seeks current income and capital growth. 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 fixed income securities and selects 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 Balanced Strategy Fund has an expense ratio of 0.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.