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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 null Franklin Balanced R  
Similarity
?
100% 87%
Annual Fees
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$154.44
(1.48% Exp. Ratio)
$133.57
(1.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$22,964.40 $24,404.92
Est. savings over 30 yrs +$1,440.52
Return
As of 11/30/16
1 YR RETURN 7.05%
3 YR 3.46%
5 YR 8.12%
10 YR 4.77%
1 YR RETURN 8.02%
3 YR 5.14%
5 YR 8.14%
10 YR 5.18%
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 both income and capital appreciation. The fund invests in a diversified portfolio of stocks (substantially dividend paying), convertible securities and debt securities. It normally invests at least 25% of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25% of its total assets in equity securities, primarily common and preferred stock.

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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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