|
|
| 4.59 Net Asset Value | +0.22% 1 Day | +0.22% Year-to-Date | Overall Morningstar Rating |
| Short-term bond Style or Category | No Load Sales Expenses | 1.27% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +0.24% | 3 years | +3.02% | |
| 3 months | +0.64% | 5 years | +5.75% | |
| 1 year | +1.36% | Since inception | +4.24% |
| LDLAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.75% | +3.93% |
| Expense ratio | 1.27% | 0.86% |
| Risk 5 year sharpe ratio | 2.32 | 1.97 |
| Net assets | $34.1B | $2.2B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 71% | 71% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Lord Abbett |
| Fund manager & tenure | Andrew O'Brien / 16 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $1,500.00 |
| Fixed income | 95.10% |
| Cash | 4.59% |
| Other | 0.32% |
| U.S. stock | 0.00% |
| International stock | 0.00% |
| Business service | 100.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| Energy | 0.00% |
| Financial service | 0.00% |
| -- US Treasury Note 0.375% | 3.26% |
| -- Qvc 144A 7.5% | 0.63% |
| -- Fidelity Natl Info Svcs 7.875% | 0.55% |
| -- Ml-Cfc Coml Mtg Tr 2007-5 CMO 5.419% | 0.53% |
| -- Wachovia Cmbs 2007-C31 CMO | 0.53% |
| -- Host Hotels & Resorts 6% | 0.52% |
| -- Mylan 144A 6% | 0.51% |
| -- Cricket Comms 7.75% | 0.51% |
| -- Citigroup Coml Mtg 2007-C6 CMO | 0.50% |
| -- Comm Mtg Tr 2013-Ccre6 CMO 2.122% | 0.49% |
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