Lord Abbett Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.49-1.047.607.55--
    Category Average4.00-0.916.347.160.87
    Assets for Each Yr*114.01105.09114.63130.71130.71
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.55 4.63 5.98

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $130,711 mil $0 48.61 51.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 20.53 0.95 Average
    International Stock 1.9 1.99 1.17 Average
    Municipal Bond 3.4 8.70 0.75 Average
    Taxable Bond 4.7 64.15 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy 5.45 0.30
    JPMorgan Chase & Co* Financial Services 5.51 0.27
    Citizens Financial Group Inc* Financial Services 7.79 0.20
    Microsoft Corp* Technology 3.29 0.18
    Pfizer Inc* Healthcare 1.05 0.18
    AT&T Inc* Communication Services -4.27 0.18
    Johnson & Johnson* Healthcare 5.11 0.18
    Apple Inc* Technology 4.11 0.16
    Newell Brands Inc* Consumer Defensive 2.75 0.15
    Allstate Corp* Financial Services -2.46 0.15
    Abbott Laboratories* Healthcare 2.89 0.13
    Qualcomm Inc* Technology 6.61 0.13
    Cisco Systems Inc* Technology 6.61 0.13
    XL Group Ltd* Financial Services 0.23 0.12
    Intel Corp* Technology -6.54 0.12
    KeyCorp* Financial Services 5.70 0.12
    Walgreens Boots Alliance Inc* Consumer Defensive 4.70 0.12
    International Business Machines * Technology 6.80 0.12
    Lowe's Companies Inc* Consumer Cyclical 8.64 0.12
    Procter & Gamble Co* Consumer Defensive -1.81 0.12

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Developi F. Thomas O’Halloran 13.40
    Lord Abbett Internat Todd D. Jacobson 13.40
    Lord Abbett Core Fix Robert A. Lee 13.30
    Lord Abbett Micro Ca Matthew R. DeCicco 12.30
    Lord Abbett CA Tax-F Daniel S. Solender 11.30

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Growth O Jeffrey Rabinowitz 0.40
    Lord Abbett Global C Yarek Aranowicz 0.50
    Lord Abbett Internat Todd D. Jacobson 0.50
    Lord Abbett Corporat Andrew H. O'Brien 0.80
    Lord Abbett Short Du Andrew H. O'Brien 0.80