Lord Abbett Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-1.017.637.53-1.36--
    Category Average-0.936.357.16-1.341.07
    Assets for Each Yr*104.51114.20130.43134.33134.33
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.36 4.51 3.38

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $134,333 mil $0 39.96 60.04
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 16.09 0.96 Average
    International Stock 2.5 1.37 1.10 Average
    Municipal Bond 3.6 7.94 0.72 Average
    Taxable Bond 4.5 71.16 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 0.33
    Verizon Communications Inc* Communication Services 2.62 0.24
    Merck & Co Inc* Healthcare -0.71 0.20
    JPMorgan Chase & Co* Financial Services 7.96 0.19
    Johnson & Johnson* Healthcare 1.27 0.17
    Bank of America Corporation* Financial Services 18.91 0.16
    Cisco Systems Inc* Technology 4.68 0.16
    Coca-Cola Co* Consumer Defensive 0.55 0.14
    Intel Corp* Technology 4.82 0.14
    Alphabet Inc A* Technology 5.97 0.14
    Amazon.com Inc* Consumer Cyclical 12.93 0.14
    Procter & Gamble Co* Consumer Defensive 0.24 0.14
    AT&T Inc* Communication Services 10.27 0.13
    Walmart Inc* Consumer Defensive 4.92 0.12
    Citizens Financial Group Inc* Financial Services 19.17 0.12
    Duke Energy Corp* Utilities -0.81 0.12
    Abbott Laboratories* Healthcare -0.82 0.12
    Medtronic PLC* Healthcare -4.02 0.12
    Apple Inc* Technology -0.58 0.11
    UnitedHealth Group Inc* Healthcare 6.58 0.11

    Worst 5-Year Relative Performance | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Core Fix Robert A. Lee 16.10
    Lord Abbett Micro Ca Matthew R. DeCicco 14.50
    Lord Abbett Internat Todd D. Jacobson 14.40
    Lord Abbett Income A Robert A. Lee 13.00
    Lord Abbett High Yie Daniel S. Solender 12.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Micro Ca John C. Hardy 0.30
    Lord Abbett Small Ca John C. Hardy 0.30
    Lord Abbett Value Op John C. Hardy 0.30
    Lord Abbett Fundamen Jeff Diamond 0.40
    Lord Abbett Emerging John J. Morton 0.50