Lord Abbett Balanced Strategy R3
90 Hudson Street Jersey City NJ 07302
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Phone: 888-522-2388
| Category: | Moderate Allocation | | Fund Family: | Lord Abbett | | Net Assets: | 390.00K | | Year-to-Date Return: | -9.12% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income and capital growth. The fund allocates assets among equity securities, fixed income securities, and money market instruments by investing in a weighted combination of other funds managed by the fund's advisor that hold such instruments. The underlying funds may invest in a broad range of domestic, foreign and multinational equity securities (including common and preferred stocks, warrants and similar instruments), fixed income securities (which may include investment grade or high-yield debt securities and mortgage- related securities) and money market instruments. |
| Last Dividend
(6-Aug-08):
| 0.03 | | Last Cap Gain
(21-Dec-07):
| 0.52 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 71.04% |
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| Expense | BLARX | Category
Avg | | Total Expense Ratio: | 0.08%
| 1.09% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$445 | $625 | | 5 Yr Expense Projection*: |
$794 | $954 | | 10 Yr Expense Projection*: |
$1,781 | $1,865 |
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1.14% Nasdaq 0.00%
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