Lord Abbett Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.977.497.50-1.264.60
    Category Average-0.876.247.05-1.274.01
    Assets for Each Yr*103.13112.79128.92133.36142.49
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 4.60 6.85 3.91

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $142,491 mil $0 39.18 60.82
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 16.84 0.96 Average
    International Stock 2.1 1.36 1.10 Average
    Municipal Bond 3.6 7.75 0.72 Average
    Taxable Bond 4.4 70.62 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 10.22 0.16
    Verizon Communications Inc* Communication Services 3.35 0.16
    Bank of America Corporation* Financial Services 20.94 0.15
    Johnson & Johnson* Healthcare 7.97 0.14
    Pfizer Inc* Healthcare -2.27 0.14
    Alphabet Inc A* Technology 15.07 0.13
    Intel Corp* Technology 16.10 0.12
    Procter & Gamble Co* Consumer Defensive 11.64 0.12
    AT&T Inc* Communication Services 9.29 0.11
    Boeing Co* Industrials 16.43 0.10
    Coca-Cola Co* Consumer Defensive -2.94 0.10
    Hubbell Inc* Technology 22.82 0.10
    Nike Inc Class B* Consumer Cyclical 18.57 0.09
    Nucor Corp* Basic Materials 13.82 0.09
    Stanley Black & Decker Inc* Industrials 11.89 0.09
    Union Pacific Corp* Industrials 16.93 0.09
    Abbott Laboratories* Healthcare 10.99 0.08
    Citizens Financial Group Inc* Financial Services 21.29 0.08
    DowDuPont Inc* Basic Materials 3.70 0.08
    Broadcom Inc* Technology 17.71 0.07

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Core Fix Robert A. Lee 16.20
    Lord Abbett Internat Todd D. Jacobson 14.50
    Lord Abbett Income A Robert A. Lee 13.20
    Lord Abbett Intermed Daniel S. Solender 11.70
    Lord Abbett New Jers Daniel S. Solender 10.40

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Focused Vernon T Bice 0.10
    Lord Abbett Fundamen Jeff Diamond 0.50
    Lord Abbett Micro Ca John C. Hardy 0.50
    Lord Abbett Small Ca John C. Hardy 0.50
    Lord Abbett Value Op John C. Hardy 0.50