Lord Abbett Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | -0.92 | 7.43 | 7.46 | -1.20 | 8.65 |
| Category Average | -0.88 | 6.26 | 6.98 | -1.21 | 7.59 |
| Assets for Each Yr* | 101.56 | 111.29 | 127.47 | 132.05 | 155.41 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 8.65 | 5.27 | 4.20 | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $155,405 mil | $0 | 37.96 | 62.04 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.0 | 15.06 | 0.97 | Average |
| International Stock | 2.0 | 1.03 | 1.10 | Average |
| Municipal Bond | 3.6 | 8.71 | 0.74 | Average |
| Taxable Bond | 4.5 | 69.59 | 0.76 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Lord Abbett Bond-Debenture A | 5 | 03-22-19 | ||
| Lord Abbett Floating Rate I | 7 | 03-12-19 | ||
| Lord Abbett Micro Cap Growth | 9 | -- | ||
| Lord Abbett Short Duration I | 9 | 03-22-19 | ||
| Lord Abbett Emerging Markets | 10 | -- | ||
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Lord Abbett Inflation Focuse | 97 | 09-27-18 | ||
| Lord Abbett International Eq | 95 | -- | ||
| Lord Abbett International Va | 87 | 11-29-18 | ||
| Lord Abbett Multi-Asset Bala | 86 | -- | ||
| Lord Abbett Alpha Strategy A | 82 | 05-01-19 | ||
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Lord Abbett Ultra Short Bond | 0.23 | -- | ||
| Lord Abbett Multi-Asset Inco | 0.25 | 05-29-19 | ||
| Lord Abbett Short Duration C | 0.32 | -- | ||
| Lord Abbett Short Dur Hi Yld | 0.35 | -- | ||
| Lord Abbett Corporate Bond R | 0.37 | -- | ||
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Lord Abbett Fundamental Equi | 1.71 | -- | ||
| Lord Abbett Focused Small Ca | 1.63 | -- | ||
| Lord Abbett Micro Cap Growth | 1.63 | -- | ||
| Lord Abbett International Op | 1.20 | 06-19-19 | ||
| Lord Abbett Growth Opportuni | 1.18 | -- | ||
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Lord Abbett Core Fix | Robert A. Lee | 16.70 | ||
| Lord Abbett Internat | Todd D. Jacobson | 15.00 | ||
| Lord Abbett Income A | Robert A. Lee | 13.70 | ||
| Lord Abbett Intermed | Daniel S. Solender | 12.20 | ||
| Lord Abbett New Jers | Daniel S. Solender | 10.90 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Lord Abbett Focused | Vernon T Bice | 0.60 | ||
| Lord Abbett Focused | Jeff D. Diamond | 0.60 | ||
| Lord Abbett Health C | Matthew R. DeCicco | 0.60 | ||
| Lord Abbett Focused | John C. Hardy | 1.00 | ||
| Lord Abbett Fundamen | Jeff D. Diamond | 1.00 | ||