Lord Abbett Short Duration Income Fund Class C (LDLAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks a high level of income consistent with preservation of capital. The fund invests primarily in various types of short duration debt (or fixed income) securities. It pursues its investment objective by investing at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage-backed and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies or government-sponsored enterprises; and inflation-linked investments.


1 month+0.46% 3 years+2.30%
3 months-0.33% 5 years+3.02%
1 year+0.87% Since inception+4.07%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+3.02%+2.31%
Expense ratio1.27%0.86%
Risk 5 year sharpe ratio1.771.48
Net assets$36.8B$2.1B
Average market cap--$64.6B
Average P/E--18.4
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureAndrew O'Brien / 16 Years
Minimal initial investment$1,500.00
Minimum IRA investment$1,500.00


Fixed income90.31%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service 100.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Financial service 0.00%
Top 10 Holdings
Portfolio weighting
-- US Treasury Note 2.125%1.03%
-- Air Lease 5.625%0.74%
-- Host Hotels & Resorts 6%0.62%
-- Wachovia Cmbs 2007-C31 CMO0.59%
-- Bamll Coml Mtg Tr 2014-Ip CMO0.57%
-- Host Hotels & Resorts 5.875%0.49%
-- Omega Healthcare Invs 6.75%0.49%
-- Ml-Cfc Coml Mtg Tr 2007-5 CMO 5.419%0.47%
-- Ally Auto Recv Tr 2014-1 0.97%0.47%
-- Mylan 144A 7.875%0.46%

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