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BFLAX Lord Abbett Multi-Asset Balanced Opp C

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Fund BFLAX Lord Abbett Multi-Asset Balanced Opp C MSMSX Manning & Napier Strategic Inc Modrt S JPVTX Perkins Value Plus Income T  
Similarity
?
100% 87% 85%
Annual Fees
?
$206.62
(1.98% Exp. Ratio)
$97.05
(0.93% Exp. Ratio)
$97.05
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$19,703.88 $27,125.37 $27,125.37
Est. savings over 30 yrs +$7,421.49 +$7,421.49
Return
As of 11/30/16
1 YR RETURN 6.53%
3 YR 2.94%
5 YR 7.57%
10 YR 4.25%
1 YR RETURN 6.57%
3 YR 4.67%
5 YR --
10 YR --
1 YR RETURN 6.90%
3 YR 5.33%
5 YR 8.28%
10 YR --
Description
The investment seeks current income and capital growth. 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 U.S. equity securities and fixed income securities and selects 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 manage against capital risk while generating income and pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Emerging Markets Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.
The investment seeks capital appreciation and current income. The fund pursues its investment objective by normally investing 40-60% of its assets in equity securities selected primarily for capital appreciation and investing the remainder in fixed-income securities and cash equivalents. It may also invest in foreign securities, which may include investments in emerging markets. The fund may also invest its assets in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices.

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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.

Similarity

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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