Skip to Content

Lord Abbett Core Plus Bond R3 LAPQX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.82  /  0.00
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment
  • Status Open
  • TTM Yield 4.92%
  • Effective Duration 5.66 years

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LAPQX

Will LAPQX outperform in future?

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

Lord Abbett Core Plus Bond R3's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LAPQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.38%

3.47 59.0 Mil
Government

United States Treasury Notes 4.25%

2.45 41.6 Mil
Government

United States Treasury Notes 4.5%

1.65 28.0 Mil
Government

United States Treasury Bonds 3.88%

0.79 13.4 Mil
Government

Morgan Stanley 4.43%

0.74 12.5 Mil
Corporate

Fnma Pass-Thru I 3.5%

0.71 12.0 Mil
Securitized

Continental Resources, Inc. 5.75%

0.69 11.7 Mil
Corporate

United States Treasury Bills 0%

0.68 11.6 Mil
Government

Avolon Holdings Funding Ltd. 4.25%

0.65 11.0 Mil
Corporate

NatWest Group PLC 4.27%

0.57 9.8 Mil
Corporate