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Morningstar

Lord Abbett Climate Focused Bond F3 CFLNX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 8.29  /  −0.33 %
  • Total Assets 21.1 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.07%
  • Effective Duration 6.06 years

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:16 AM GMT+0

Morningstar’s Analysis CFLNX

Will CFLNX 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 CFLNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFLNX 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 CFLNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Climate Focused Bond F3's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFLNX

More CFLNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

3.49 722,463
Government

Germany (Federal Republic Of) 3.25%

2.78 574,366
Government

Germany (Federal Republic Of) 0%

1.94 401,300
Government

Central Japan Railway Co. 2.2%

1.90 392,963
Corporate

Transport For London 2.13%

1.18 244,273
Government

Severn Trent Utilities Finance PLC 4.63%

1.17 242,030
Corporate

United Kingdom of Great Britain and Northern Ireland 0.88%

1.14 234,891
Government

France (Republic Of) 1.75%

1.10 228,324
Government

Veralto Corp. 4.15%

1.07 222,045
Corporate

Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden N.V. 3%

1.05 217,848
Government