Lord Abbett Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return11.744.49-1.047.607.04
    Category Average10.264.00-0.916.346.63
    Assets for Each Yr*109.85114.01105.09114.63131.18
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.04 4.30 6.09

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $131,182 mil $0 48.94 51.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 20.55 0.97 Average
    International Stock 1.9 1.94 1.28 Average
    Municipal Bond 3.4 8.62 0.75 Average
    Taxable Bond 4.7 64.23 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy 5.40 0.30
    JPMorgan Chase & Co* Financial Services 25.37 0.27
    Citizens Financial Group Inc* Financial Services 18.83 0.20
    Microsoft Corp* Technology 42.32 0.18
    Pfizer Inc* Healthcare 18.47 0.18
    AT&T Inc* Communication Services -5.48 0.18
    Johnson & Johnson* Healthcare 26.53 0.18
    Apple Inc* Technology 52.33 0.16
    Newell Brands Inc* Consumer Defensive -29.52 0.15
    Allstate Corp* Financial Services 42.27 0.15
    Abbott Laboratories* Healthcare 47.25 0.13
    Qualcomm Inc* Technology 2.76 0.13
    Cisco Systems Inc* Technology 30.11 0.13
    XL Group Ltd* Financial Services -0.35 0.12
    Intel Corp* Technology 25.83 0.12
    KeyCorp* Financial Services 10.24 0.12
    Walgreens Boots Alliance Inc* Consumer Defensive -11.20 0.12
    International Business Machines * Technology -4.57 0.12
    Lowe's Companies Inc* Consumer Cyclical 24.03 0.12
    Procter & Gamble Co* Consumer Defensive 12.55 0.12

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Developi F. Thomas O’Halloran 13.30
    Lord Abbett Internat Todd D. Jacobson 13.30
    Lord Abbett Core Fix Robert A. Lee 13.20
    Lord Abbett Micro Ca Matthew R. DeCicco 12.20
    Lord Abbett CA Tax-F Daniel S. Solender 11.30

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Global C Yarek Aranowicz 0.40
    Lord Abbett Growth O Jeffrey Rabinowitz 0.40
    Lord Abbett Internat Todd D. Jacobson 0.40
    Lord Abbett Corporat Andrew H. O'Brien 0.70
    Lord Abbett Short Du Andrew H. O'Brien 0.70