Lord Abbett Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.977.497.50-1.264.60
    Category Average-0.876.247.05-1.274.01
    Assets for Each Yr*103.13112.79128.92133.36142.49
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 4.60 6.85 3.91

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $142,491 mil $0 39.16 60.84
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 16.84 0.96 Average
    International Stock 2.1 1.36 1.10 Average
    Municipal Bond 3.6 7.75 0.72 Average
    Taxable Bond 4.4 70.62 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.81 0.24
    Chevron Corp* Energy 16.78 0.22
    Verizon Communications Inc* Communication Services 4.75 0.16
    JPMorgan Chase & Co* Financial Services 6.20 0.16
    Bank of America Corporation* Financial Services 14.98 0.15
    Pfizer Inc* Healthcare -2.15 0.14
    Alphabet Inc A* Technology 18.29 0.13
    Intel Corp* Technology 17.10 0.12
    Boeing Co* Industrials 16.20 0.10
    Hubbell Inc* Technology 21.25 0.10
    Duke Energy Corp* Utilities 5.26 0.09
    CME Group Inc Class A* Financial Services -12.25 0.09
    Stanley Black & Decker Inc* Industrials 12.96 0.09
    Citizens Financial Group Inc* Financial Services 13.02 0.08
    Abbott Laboratories* Healthcare 11.13 0.08
    Teledyne Technologies Inc* Technology 14.48 0.07
    Cott Corp* Consumer Defensive 7.60 0.07
    Everbridge Inc* Technology 33.95 0.07
    Broadcom Inc* Technology 17.76 0.07
    Planet Fitness Inc A* Consumer Cyclical 26.17 0.07

    Worst 5-Year Relative Performance | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Core Fix Robert A. Lee 16.20
    Lord Abbett Internat Todd D. Jacobson 14.60
    Lord Abbett Income A Robert A. Lee 13.20
    Lord Abbett Intermed Daniel S. Solender 11.70
    Lord Abbett New Jers Daniel S. Solender 10.40

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Focused Vernon T Bice 0.10
    Lord Abbett Fundamen Jeff Diamond 0.50
    Lord Abbett Micro Ca John C. Hardy 0.50
    Lord Abbett Small Ca John C. Hardy 0.50
    Lord Abbett Value Op John C. Hardy 0.50