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ISFBX Lord Abbett Multi-Asset Income B

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Fund ISFBX Lord Abbett Multi-Asset Income B BERIX Berwyn Income FISRX Franklin Income R  
100% 86% 86%
Annual Fees
(1.92% Exp. Ratio)
(0.67% Exp. Ratio)
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.52% annual return
$15,758.41 $23,041.55 $21,106.56
Est. savings over 30 yrs +$7,283.14 +$5,348.16
As of 12/31/16
1 YR RETURN 8.54%
3 YR 2.25%
5 YR 5.67%
10 YR 4.50%
1 YR RETURN 8.73%
3 YR 2.80%
5 YR 6.32%
10 YR 6.77%
1 YR RETURN 16.20%
3 YR 3.28%
5 YR 7.36%
10 YR 4.87%
The investment seeks a high level of current income. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, it indirectly invests primarily in fixed income securities and selects U.S. equity securities and foreign (including emerging market) securities. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
The investment seeks to provide investors with current income; seeking to preserve capital is a secondary consideration. The fund may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-back securities, mortgage-backed securities, municipal bonds and dividend-paying common stocks, including securities issued by real estate investment trusts ("REITs") and exchange-traded funds ("ETFs"). It invests in securities that the fund's investment advisor believes are undervalued.
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund invests in a diversified portfolio of debt and equity securities. The equity securities in which the fund invests consist primarily of common stocks. Debt securities include all varieties of fixed, floating and variable rate instruments, including secured and unsecured bonds, bonds convertible into common stock, senior floating rate and term loans, mortgage-backed securities and other asset-backed securities, debentures, and shorter term instruments. It may invest up to 100% of its total assets in debt securities that are rated below investment grade.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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