Lord Abbett Multi-Asset Balanced Opportunity Fund (LABFX) Alternatives
Lord Abbett Multi-Asset Balanced Opportunity Fund (LABFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LABFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LABFX
LABFX charges 0.50% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LABFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LABFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LABFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LABFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LABFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LABFX vs BWBIX |
Best Risk-Adjusted Alternatives to LABFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LABFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LABFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LABFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LABFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LABFX vs PMAIX |
Top Performing LABFX Alternatives (YTD)
LABFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LABFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LABFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LABFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LABFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LABFX vs CONWX |
Lowest Volatility Alternatives to LABFX
LABFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LABFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LABFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LABFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LABFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LABFX vs SICIX |
Lowest Drawdown Alternatives to LABFX
LABFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LABFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LABFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LABFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LABFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LABFX vs SICIX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LABFX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LABFX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LABFX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LABFX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LABFX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LABFX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LABFX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LABFX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LABFX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LABFX vs LAVLX |
Often Compared With LABFX
What investors most often compare with LABFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | LABFX vs SPY | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | LABFX vs VFIAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | LABFX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LABFX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LABFX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | LABFX vs MAANX |
Compare LABFX with Any Fund or Stock
Compare LABFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.