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Lord Abbett Multi-Asset Balanced Opp PLABPX

Performance (before sales charge)

As of 12/31/2022

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 11/30/2022
Stock
44.45%
Non-U.S. Stock
8.75%
Bond
29.65%
Non-U.S. Bond
10.37%
Preferred
0.28%
Convertible
3.77%
Cash
2.74%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 11/30/2022

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 11/30/2022

Lord Abbett Dividend Growth I
18.67%
Lord Abbett Fundamental Equity I
17.96%
Lord Abbett Core Fixed Income I
16.05%
Lord Abbett Ultra Short Bond I
12.35%
Lord Abbett Growth Leaders I
8.18%
Lord Abbett High Yield I
7.29%
Lord Abbett International Equity I
4.16%
Lord Abbett Convertible I
4.14%
Lord Abbett Emerging Markets Bond I
3.81%
Lord Abbett Inflation Focused I
3.79%
Fund assets

$1.99 Billion

Share class

Other

Morningstar category

Allocation--50% to 70% Equity

Expense ratio

1.37%

Investment objective

Growth and Income

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