Lord Abbett Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return11.744.49-1.047.602.16
    Category Average10.273.94-0.886.242.16
    Assets for Each Yr*109.85114.01105.09114.63120.44
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 2.16 3.73 5.69

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $120,439 mil $0 53.88 46.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 21.84 0.99 Average
    International Stock 1.5 1.84 1.28 Average
    Municipal Bond 3.3 9.21 0.83 Average
    Taxable Bond 4.5 62.35 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.92 0.34
    Apple Inc* Technology 23.33 0.29
    Chevron Corp* Energy -9.97 0.29
    Pfizer Inc* Healthcare 4.56 0.26
    Citizens Financial Group Inc* Financial Services -1.66 0.26
    Johnson & Johnson* Healthcare 6.38 0.22
    AT&T Inc* Communication Services -3.81 0.20
    Microsoft Corp* Technology 7.48 0.18
    Qualcomm Inc* Technology -18.67 0.17
    Intel Corp* Technology 0.85 0.17
    International Business Machines * Technology -2.54 0.16
    United Technologies Corp* Industrials 5.50 0.15
    Edison International* Utilities 12.71 0.14
    The Hartford Financial Services * Financial Services -0.29 0.14
    KeyCorp* Financial Services -0.19 0.13
    East West Bancorp Inc* Financial Services 6.81 0.13
    Procter & Gamble Co* Consumer Defensive 7.02 0.13
    Fidelity National Information Se* Industrials 9.49 0.12
    Union Pacific Corp* Industrials 5.02 0.12
    Kimberly-Clark Corp* Consumer Defensive 14.73 0.12

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Core Fix Robert A. Lee 12.60
    Lord Abbett Internat Todd D. Jacobson 12.60
    Lord Abbett Developi F. Thomas O’Halloran 12.30
    Lord Abbett Micro Ca Matthew R. DeCicco 11.60
    Lord Abbett CA Tax-F Daniel S. Solender 10.60

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Global C Didier O. Rosenfeld 0.30
    Lord Abbett Ultra Sh Andrew H. O'Brien 0.50
    Lord Abbett Intl Cor Didier O. Rosenfeld 1.10
    Lord Abbett Core Plu Robert A. Lee 1.20
    Lord Abbett Multi-As Giulio A. Martini 1.20