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ISFBX Lord Abbett Multi-Asset Income B

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Fund ISFBX Lord Abbett Multi-Asset Income B THYFX Thrivent Diversified Income Plus S  
100% 91%
Annual Fees
(1.92% Exp. Ratio)
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.45% annual return
$15,459.76 $21,668.34
Est. savings over 30 yrs +$6,208.58
As of 9/30/16
1 YR RETURN 6.67%
3 YR 2.83%
5 YR 6.40%
10 YR 4.74%
1 YR RETURN 7.59%
3 YR 4.78%
5 YR 8.19%
10 YR 5.81%
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 maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the fund invests 50-90% in debt securities and 10-50% in equity securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").

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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.

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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

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