BLATX Mutual Fund
BLATX Mutual Fund
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R5
BLATX Mutual Fund Overview
BLATX Mutual Fund (Lord Abbett Multi-Asset Balanced Opportunity Fund Class R5) is managed by Lord Abbett Family of Funds. BLATX expense ratio is 0.95%, holding 16 positions across various sectors. Inception date: 2015-06-30.
BLATX performance shows a YTD return of 6.18%. The 1-year return is 14.10% and the 5-year return is 4.98%. BLATX dividend yield stands at 2.18%, paid monthly.
BLATX top holdings include Lord Abbett Core Fixed Income Fund (21.3%), Lord Abbett Research Fund Inc - Lord Abbett Dividend Growth Fund (14.5%), Lord Abbett Fundamental Equity Fund (12.9%), Lord Abbett Growth Leaders Fund (10.1%), Lord Abbett Affiliated Fund Inc (9.6%). View all BLATX holdings, sector breakdown, or dividend history.
BLATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BLATX alternatives are available via the screener, along with tax-loss harvesting opportunities.