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BLAFX Lord Abbett Multi-Asset Balanced Opp F

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Fund BLAFX Lord Abbett Multi-Asset Balanced Opp F VGSTX Vanguard STAR Inv INKM SPDR® SSgA Income Allocation ETF  
100% 87% 89%
Annual Fees
(1.08% Exp. Ratio)
(0.34% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$24,716.77 $30,909.71 $27,729.75
Est. savings over 30 yrs +$6,192.94 +$3,012.98
As of 9/30/16
1 YR RETURN 9.67%
3 YR 4.78%
5 YR 9.85%
10 YR 5.32%
1 YR RETURN 10.84%
3 YR 6.72%
5 YR 10.43%
10 YR 6.15%
1 YR RETURN 10.52%
3 YR 4.89%
5 YR --
10 YR --
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 long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. It follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Through the underlying funds, the fund owns a diversified mix of stocks and bonds.
The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund invests substantially all of its assets in the SSGA Income Allocation Portfolio, a separate series of the SSGA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. It invests the assets of the Portfolio among ETPs that provide exposure to four primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment grade and high yield debt securities; (iii) hybrid equity/debt securities; and (iv) 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.

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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