About LIXSX
Lord Abbett Multi-Asset Income Fund Class R4 is a mutual fund designed to provide current income along with the potential for capital appreciation by employing a multi-asset, fund-of-funds approach. Utilizing an actively managed strategy, the fund allocates its assets across a diversified mix of Lord Abbett-affiliated funds, with exposure to fixed income, U.S. and international equities, and select alternative assets. Key holdings typically include allocations to core fixed income, high-yield bonds, dividend-focused equity, growth-oriented stock funds, and emerging market debt, among others. The fund tactically adjusts its asset allocation in response to changing market conditions, aiming to balance risk and return through broad diversification. Suited in particular for retirement-oriented investors, the Class R4 shares feature a lower expense ratio relative to other share classes. The fund plays a significant role in multi-asset portfolios by providing diversified sources of income and risk-managed exposure across both fixed income and equity markets, targeting investors seeking steady distributions and moderate long-term growth potential through multi-sector investing.
Fund Family Lord Abbett
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LIXSX
Share Class Class R4
Index Bloomberg U.S. Aggregate Bond TR
LIXSX had a total return of 9.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.95%.
