Morningstar

Lord Abbett Investment Trust - Lord Abbett Income Fund Class R5 LAUTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 2.30  /  0.00
  • Total Assets 6.1B
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.82%
  • Effective Duration 6.70 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LAUTX

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

  • People Pillar

    The People Pillar is our evaluation of the LAUTX 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 LAUTX’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 LAUTX

More LAUTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.63%

0.97 62M
Government

Charter Communications Operating Llc

0.95 61M
Corporate

Nrg Energy Inc

0.94 60M
Corporate

United States Treasury Notes 4.13%

0.82 53M
Government

Warnermedia Hldgs

0.77 49M
Corporate

ITC Holdings Corporation 5.5%

0.72 46M
Corporate

Flutter Financing BV

0.71 45M
Corporate

B.A.T. Capital Corporation 7.75%

0.71 45M
Corporate

Baxter International, Inc. 5.65%

0.69 44M
Corporate

CommonSpirit Health 5.32%

0.66 42M
Corporate

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