Lord Abbett Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return11.744.49-1.047.606.31
    Category Average10.264.00-0.916.345.99
    Assets for Each Yr*109.85114.01105.09114.63130.16
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.31 4.32 6.07

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $130,163 mil $0 49.44 50.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 20.27 0.97 Average
    International Stock 1.9 1.92 1.28 Average
    Municipal Bond 3.4 8.72 0.82 Average
    Taxable Bond 4.6 64.38 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy 1.13 0.30
    JPMorgan Chase & Co* Financial Services 16.10 0.27
    Citizens Financial Group Inc* Financial Services 8.93 0.20
    Microsoft Corp* Technology 35.16 0.18
    Pfizer Inc* Healthcare 12.84 0.18
    AT&T Inc* Communication Services -14.25 0.18
    Johnson & Johnson* Healthcare 21.93 0.18
    Apple Inc* Technology 49.03 0.16
    Newell Brands Inc* Consumer Defensive -34.58 0.15
    Allstate Corp* Financial Services 36.64 0.15
    Abbott Laboratories* Healthcare 47.41 0.13
    Qualcomm Inc* Technology 4.89 0.13
    Cisco Systems Inc* Technology 22.53 0.13
    XL Group Ltd* Financial Services 5.45 0.12
    Intel Corp* Technology 26.02 0.12
    KeyCorp* Financial Services 1.72 0.12
    Walgreens Boots Alliance Inc* Consumer Defensive -12.03 0.12
    International Business Machines * Technology -6.70 0.12
    Lowe's Companies Inc* Consumer Cyclical 14.93 0.12
    Procter & Gamble Co* Consumer Defensive 8.43 0.12

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Internat Todd D. Jacobson 13.20
    Lord Abbett Core Fix Robert A. Lee 13.10
    Lord Abbett Developi F. Thomas O’Halloran 12.90
    Lord Abbett Micro Ca Matthew R. DeCicco 12.20
    Lord Abbett CA Tax-F Daniel S. Solender 11.20

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Lord Abbett Global C Yarek Aranowicz 0.30
    Lord Abbett Growth O Jeffrey Rabinowitz 0.30
    Lord Abbett Internat Todd D. Jacobson 0.30
    Lord Abbett Corporat Andrew H. O'Brien 0.60
    Lord Abbett Short Du Andrew H. O'Brien 0.60