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Morningstar

Lord Abbett Short Duration High Yield F LSYFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.84  /  +0.02 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 8.24%
  • Effective Duration 2.04 years

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 12:23 AM GMT+0

Morningstar’s Analysis LSYFX

Will LSYFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSYFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSYFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSYFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lower volatility high-yield option

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Lord Abbett Short Duration High Yield's capable crew adopts a flexible approach, and keeping the fund's yield high is clearly a priority.

by Chiayi Tsui
Rated on Published on

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Portfolio Holdings LSYFX

More LSYFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Barclays Capital

1.01 40.0 Mil
Cash and Equivalents

Carnival Corporation 5.75%

0.65 25.6 Mil
Corporate

Crescent Energy Finance LLC 9.25%

0.64 25.3 Mil
Corporate

Petsmart Inc / Petsmart Financial Corporation 7.75%

0.62 24.7 Mil
Corporate

Tenneco Inc. 8%

0.57 22.5 Mil
Corporate

Equipmentshare Com Inc. 9%

0.53 20.8 Mil
Corporate

Borr Ihc Ltd. 10%

0.52 20.3 Mil
Corporate

Civitas Resources Inc 8.38%

0.51 20.2 Mil
Corporate

Venture Global LNG Inc. 8.13%

0.51 20.1 Mil
Corporate

Global Aircraft Leasing Co Ltd 6.5%

0.50 19.8 Mil
Corporate