Morningstar

Lord Abbett Core Plus Bond Fund Class R5 LAPVX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.69  /  +0.08 %
  • Total Assets 5.2B
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.440%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.19%
  • Effective Duration 6.03 years

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:10 AM GMT+0

Morningstar’s Analysis LAPVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Core Plus Bond R5 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LAPVX

More LAPVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.88%

4.59 237M
Government

United States Treasury Notes 3.75%

3.89 201M
Government

United States Treasury Bonds 4.75%

3.23 167M
Government

United States Treasury Bonds 4.75%

2.84 147M
Government

United States Treasury Bonds 4%

2.21 114M
Government

J.P. Morgan Securities Llc

1.96 101M
Cash and Equivalents

United States Treasury Bonds 4.75%

1.66 86M
Government

United States Treasury Bonds 4.63%

1.65 85M
Government

United States Treasury Bonds 4.63%

1.25 65M
Government

United States Treasury Bonds 4.88%

1.20 62M
Government

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