Lord Abbett Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return11.744.49-1.047.604.69
    Category Average10.264.00-0.916.344.59
    Assets for Each Yr*109.85114.01105.09114.63126.89
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.69 3.70 6.08

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $126,893 mil $0 50.68 49.32
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 20.18 0.97 Average
    International Stock 2.2 1.90 1.28 Average
    Municipal Bond 3.4 9.03 0.83 Average
    Taxable Bond 4.5 64.12 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy 2.40 0.30
    JPMorgan Chase & Co* Financial Services 11.61 0.27
    Citizens Financial Group Inc* Financial Services 3.31 0.20
    Microsoft Corp* Technology 21.63 0.18
    Pfizer Inc* Healthcare 13.67 0.18
    AT&T Inc* Communication Services -5.81 0.18
    Johnson & Johnson* Healthcare 16.20 0.18
    Apple Inc* Technology 32.72 0.16
    Newell Brands Inc* Consumer Defensive -5.85 0.15
    Allstate Corp* Financial Services 23.64 0.15
    Abbott Laboratories* Healthcare 38.78 0.13
    Qualcomm Inc* Technology -17.55 0.13
    Cisco Systems Inc* Technology 13.20 0.13
    XL Group Ltd* Financial Services 6.95 0.12
    Intel Corp* Technology 4.73 0.12
    KeyCorp* Financial Services 1.78 0.12
    Walgreens Boots Alliance Inc* Consumer Defensive -3.87 0.12
    International Business Machines * Technology -9.92 0.12
    Lowe's Companies Inc* Consumer Cyclical 11.56 0.12
    Procter & Gamble Co* Consumer Defensive 12.14 0.12

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Internat Todd D. Jacobson 13.10
    Lord Abbett Core Fix Robert A. Lee 13.00
    Lord Abbett Developi F. Thomas O’Halloran 12.70
    Lord Abbett Micro Ca Matthew R. DeCicco 12.00
    Lord Abbett CA Tax-F Daniel S. Solender 11.00

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Global C Yarek Aranowicz 0.10
    Lord Abbett Growth O Jeffrey Rabinowitz 0.10
    Lord Abbett Intl Cor Todd D. Jacobson 0.10
    Lord Abbett Corporat Andrew H. O'Brien 0.50
    Lord Abbett Short Du Andrew H. O'Brien 0.50