Lord Abbett Multi-Asset Balanced Opportunity Fund Class C (BFLAX)

Fund Assets	1.70B
Expense Ratio	1.98%
Min. Investment	$1,500
Turnover	n/a
Dividend (ttm)	0.22
Dividend Yield	1.81%
Dividend Growth	22.65%
Payout Frequency	Monthly
Ex-Dividend Date	Apr 30, 2025

Previous Close	12.10
YTD Return	-0.39%
1-Year Return	7.10%
5-Year Return	44.38%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	16
Inception Date	Jul 15, 1996

About BFLAX

The Fund's investment strategy focuses on Balanced with 1.27% total expense ratio. The minimum amount to invest in Lord Abbett Investment Trust: Lord Abbett Multi-Asset Balanced Opportunity Fund; Class C Shares is $1,500 on a standard taxable account. Lord Abbett Investment Trust: Lord Abbett Multi-Asset Balanced Opportunity Fund; Class C Shares seeks current income and capital growth. BFLAX indirectly invests primarily in U.S. equity securities and fixed income securities and select foreign securities. BFLAX allocates its assets among these asset classes in response to market conditions or to seek to capitalize on investment opportunities.

• Fund Family: Lord Abbett C
• Category: Allocation--50% to 70% Equity
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BFLAX
• Share Class: Class C
• Index: Russell 1000 TR USD

Performance

BFLAX had a total return of 7.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.81%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LOBFX	Class F3	0.90%
BLAVX	Class R6	0.90%
LABYX	Class I	0.98%
BLATX	Class R5	0.98%

Top 10 Holdings

91.26% of assets

Name	Symbol	Weight
Lord Abbett Core Fixed Income Fund	n/a	15.18%
Lord Abbett Dividend Growth Fund	n/a	14.18%
Lord Abbett Fundamental Equity Fund	n/a	12.62%
Lord Abbett Growth Leaders Fund	n/a	10.28%
Lord Abbett Income Fund	n/a	9.75%
Lord Abbett Affiliated Fund Inc	n/a	9.27%
Lord Abbett Short Duration Income Fund	n/a	6.14%
Lord Abbett High Yield Fund	n/a	4.97%
Lord Abbett Value Opportunities Fund	n/a	4.70%
Lord Abbett International Equity Fund	n/a	4.16%

Dividend History

Ex-Dividend	Amount	Pay Date
Apr 30, 2025	$0.0156	Apr 30, 2025
Mar 28, 2025	$0.0203	Mar 28, 2025
Feb 28, 2025	$0.0131	Feb 28, 2025
Jan 31, 2025	$0.004	Jan 31, 2025
Dec 30, 2024	$0.0548	Dec 30, 2024
Dec 19, 2024	$0.0174	Dec 19, 2024