Morningstar

Lord Abbett Income Fund Class A LAGVX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return$2.32  /  −0.85%
  • Fund Size$6.1B
  • Adjusted Expense Ratio0.710%
  • Net Expense Ratio0.710%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryCorporate Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1,500
  • Investment StatusOpen
  • TTM Yield5.05%
  • Average Effective Duration6.38 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LAGVX

Will LAGVX outperform in the 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 LAGVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Higher risk backed by disciplined execution.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

While Lord Abbett Income operates on the riskier side of the corporate bond Morningstar Category, its time-tested approach and veteran management support a Process rating upgrade to Above Average from Average.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings LAGVX

More LAGVX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

1.77112M
Government

Charter Communications Operating Llc

0.9862M
Corporate

Nrg Energy Inc

0.9560M
Corporate

Discovery Global Holdings Inc

0.7849M
Corporate

ITC Holdings Corporation 5.5%

0.7246M
Corporate

B.A.T. Capital Corporation 7.75%

0.7145M
Corporate

Flutter Financing BV

0.7145M
Corporate

CommonSpirit Health 5.32%

0.6742M
Corporate

BEIGNET INV LLC 6.58%

0.6440M
Corporate

Adventist Health Systems (West) 5.76%

0.6139M
Corporate

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