About ISFAX
Lord Abbett Multi-Asset Income Fund Class A is an actively managed mutual fund designed to provide investors with a high level of current income. Structured as a "fund of funds," it primarily invests in other mutual funds managed by Lord Abbett, which in turn hold a diversified mix of fixed income securities, select U.S. equities, and international, including emerging market, assets. This approach allows the fund to access multiple sources of income and risk profiles while maintaining flexibility and broad diversification. Positioned within the moderately conservative allocation category, the fund aims to balance risk and return, making it suitable for investors seeking income with moderate capital preservation. Notable features include monthly income distributions, a history of dividend growth, and a focus on credit quality and risk management. Since its launch in 2005, the fund has played a role in providing stable, recurring income streams to investors, leveraging Lord Abbett's expertise in multi-asset portfolio construction and asset allocation strategies.
Fund Family Lord Abbett
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ISFAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
ISFAX had a total return of 9.84% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.52%.
