Morningstar

Lord Abbett Core Fixed Income Fund Class R2 LCRQX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $8.84  /  0.00
  • Fund Size $4.4B
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Small
  • Morningstar Category Intermediate Core Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.29%
  • Average Effective Duration 5.79 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LCRQX

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

  • People Pillar

    The People Pillar is our evaluation of the LCRQX 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 LCRQX’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 Fixed Income R2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LCRQX

More LCRQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

2.65 122M
Government

United States Treasury Bonds 4.75%

2.42 111M
Government

United States Treasury Bonds 5%

2.33 107M
Government

United States Treasury Bonds 4.75%

2.13 98M
Government

United States Treasury Notes 4.13%

2.06 95M
Government

United States Treasury Bonds 4.88%

2.02 93M
Government

United States Treasury Bonds 4.75%

1.10 51M
Government

United States Treasury Notes 0.13%

1.02 47M
Government

Federal National Mortgage Association 5.46%

0.89 41M
Securitized

Federal Home Loan Mortgage Corp. 5.5%

0.57 26M
Securitized

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