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BLARX Lord Abbett Multi-Asset Balanced Opp R3

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Fund BLARX Lord Abbett Multi-Asset Balanced Opp R3 VGSTX Vanguard STAR Inv TIMRX TIAA-CREF Managed Allc Retail  
100% 87% 90%
Annual Fees
(1.48% Exp. Ratio)
(0.34% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$21,887.72 $30,909.71 $28,151.70
Est. savings over 30 yrs +$9,021.99 +$6,263.98
As of 9/30/16
1 YR RETURN 9.27%
3 YR 4.36%
5 YR 9.40%
10 YR 4.91%
1 YR RETURN 10.84%
3 YR 6.72%
5 YR 10.43%
10 YR 6.15%
1 YR RETURN 9.68%
3 YR 5.94%
5 YR 9.84%
10 YR 5.43%
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 favorable returns that reflect the broad investment performance of the financial markets. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It invests in underlying funds according to a relatively stable asset allocation strategy and will generally seek to meet its investment objective by investing: (1) approximately 60% of its assets in equity underlying funds including up to 5% of its assets in real estate underlying funds; and (2) approximately 40% of its assets in fixed-income underlying funds ("target allocations").

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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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