Lord Abbett Multi-Asset Balanced Opportunity Fund Class R4 (BLASX)

Fund Assets	1.70B
Expense Ratio	1.23%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.32
Dividend Yield	2.48%
Dividend Growth	16.30%
Payout Frequency	Monthly
Ex-Dividend Date	Jun 27, 2025

Previous Close	12.86
YTD Return	5.68%
1-Year Return	11.49%
5-Year Return	41.91%
52-Week Low	11.41
52-Week High	12.86
Beta (5Y)	n/a
Holdings	15
Inception Date	Jun 30, 2015

About BLASX

The Fund's investment strategy focuses on Balanced with 0.52% total expense ratio. The minimum amount to invest in Lord Abbett Investment Trust: Lord Abbett Multi-Asset Balanced Opportunity Fund; Class R4 Shares is $0 on a standard taxable account. Lord Abbett Investment Trust: Lord Abbett Multi-Asset Balanced Opportunity Fund; Class R4 Shares seeks current income and capital growth. BLASX indirectly invests primarily in U.S. equity securities and fixed income securities and select foreign securities. BLASX allocates its assets among these asset classes in response to market conditions or to seek to capitalize on investment opportunities.

• Category: Allocation--50% to 70% Equity
• Stock Exchange: NASDAQ
• Ticker Symbol: BLASX
• Share Class: Class R4
• Index: Russell 1000 TR USD

Performance

BLASX had a total return of 11.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.91%.

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

90.64% of assets

Name	Symbol	Weight
Lord Abbett Core Fixed Income Fund Class I	LCRYX	16.08%
Lord Abbett Dividend Growth Fund Class I	LAMYX	13.72%
Lord Abbett Fundamental Equity Fund Class I	LAVYX	12.04%
Lord Abbett Income Fund Class I	LAUYX	10.20%
Lord Abbett Growth Leaders Fund Class I	LGLIX	9.74%
Lord Abbett Affiliated Fund Class I	LAFYX	8.96%
Lord Abbett Short Duration Income Fund Class I	LLDYX	6.50%
Lord Abbett High Yield Fund Class I	LAHYX	5.08%
Lord Abbett International Equity Fund Class I	LICYX	4.40%
Lord Abbett International Value Fund Class I	LAIDX	3.93%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 27, 2025	$0.0351	Jun 27, 2025
May 30, 2025	$0.0204	May 30, 2025
Apr 30, 2025	$0.024	Apr 30, 2025
Mar 28, 2025	$0.0276	Mar 28, 2025
Feb 28, 2025	$0.0206	Feb 28, 2025
Jan 31, 2025	$0.0127	Jan 31, 2025