See what your fund actually adds

Lord Abbett Multi-Asset Balanced Opportunity Fund Class A LABFX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

LABFX compared with its replication portfolio
MeasureLABFXReplication
Annualized growth5.3%6.0%
Annualized volatility10.2%9.3%
Sharpe ratio0.560.67
Maximum drawdown21.8%21.7%
Replication fit (R²)0.90 · Tracking error 3.3%

Replication portfolio

The published portfolio below is the investable basket used to model LABFX’s historical return behavior.

LABFX replication basket weights
TickerBuilding blockWeight
MBBFI · MBS28.1%
EMLCFI · EM Local Currency20.8%
VUGStyle · Growth17.9%
MTUMFactor · Momentum17.0%
SPHYFI · High Yield16.3%