What is the Multi-Asset Global Opportunity Fund ?

The Fund seeks to deliver long-term growth of capital and current income by investing primarily in Lord Abbett Funds that invest in a wide variety of U.S. and international stocks and bonds.

Yield

12-Month Dividend Yield 1 as of 05/05/2015  

  Subsidized3 Un-Subsidized4
w/o sales charge 3.89% 3.50%
w/ sales charge 3.80% 3.42%

30-Day Standardized Yield 2 as of 03/31/2015  

Subsidized5 Un-Subsidized6
3.44% 3.07%

Fund Basicsas of 03/31/2015

Total Net Assets
$288.74 M
Inception Date
09/30/1988
Dividend Frequency
Quarterly

Expense Ratioas of 03/31/2015

Fund Expense Ratio :

Gross 1.47%

Net 1.08%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/30/1988
w/o sales charge 3.82% 2.63% 8.65% 6.90% 6.39% 5.46%
Lipper Category Avg. Flexible Portfolio Funds - - - - - -
Blended Index 5.15% 5.41% 10.66% 9.06% 7.11% -
w/ sales charge 1.46% 0.28% 7.82% 6.42% 6.15% 5.37%

Fund Expense Ratio :

Gross 1.47%

Net 1.08%

Fund Expense Ratio :

Gross 1.47%

Net 1.08%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/30/1988
w/o sales charge 1.31% 0.94% 7.51% 6.52% 5.92% 5.38%
Lipper Category Avg. Flexible Portfolio Funds 1.73% 3.06% 7.02% 7.70% 5.94% -
Blended Index 3.14% 4.43% 9.76% 8.71% 6.77% -
w/ sales charge -0.99% -1.31% 6.70% 6.03% 5.68% 5.29%

Fund Expense Ratio :

Gross 1.47%

Net 1.08%

Investment Team

Robert I. Gerber
Robert I. Gerber, Ph.D.

Partner & Chief Investment Officer

28 Years of Industry Experience

Fund Performance Details next tab

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