Lord Abbett Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return4.49-1.027.597.55-0.25
    Category Average3.99-0.906.347.15-0.32
    Assets for Each Yr*113.48104.77114.43130.67130.67
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.25 3.77 4.81

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $130,673 mil $0 46.23 53.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 19.57 0.96 Average
    International Stock 1.4 2.01 1.13 Average
    Municipal Bond 3.4 8.31 0.72 Average
    Taxable Bond 4.6 65.66 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy 3.92 0.29
    JPMorgan Chase & Co* Financial Services 4.97 0.25
    Microsoft Corp* Technology 13.63 0.23
    Intel Corp* Technology 17.20 0.20
    Bank of America Corporation* Financial Services 2.91 0.18
    Johnson & Johnson* Healthcare -10.48 0.18
    Abbott Laboratories* Healthcare 9.11 0.18
    Amazon.com Inc* Consumer Cyclical 34.62 0.17
    Walmart Inc* Consumer Defensive -14.25 0.17
    Cisco Systems Inc* Technology 14.44 0.16
    Pfizer Inc* Healthcare 0.28 0.16
    Citizens Financial Group Inc* Financial Services 0.05 0.16
    AT&T Inc* Communication Services -14.99 0.15
    Alphabet Inc A* Technology 1.54 0.14
    Western Alliance Bancorp* Financial Services 8.50 0.14
    Lowe's Companies Inc* Consumer Cyclical -6.22 0.13
    Raytheon Co* Industrials 13.24 0.12
    Apple Inc* Technology 10.90 0.12
    RenaissanceRe Holdings Ltd* Financial Services 0.60 0.12
    KeyCorp* Financial Services 0.92 0.11

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Core Fix Robert A. Lee 15.40
    Lord Abbett Developi F. Thomas O’Halloran 15.40
    Lord Abbett Micro Ca Matthew R. DeCicco 13.80
    Lord Abbett Internat Todd D. Jacobson 13.70
    Lord Abbett Income A Robert A. Lee 12.30

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Global E Yarek Aranowicz 0.80
    Lord Abbett Growth O Jeffrey Rabinowitz 0.80
    Lord Abbett Internat Todd D. Jacobson 0.80
    Lord Abbett Emerging John Morton 0.90
    Lord Abbett Ultra Sh Andrew H. O'Brien 0.90