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Morningstar

Lord Abbett Core Fixed Income R4 LCRSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.00  /  +0.15 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 4.44%
  • Effective Duration 5.93 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LCRSX

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

  • People Pillar

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

Lord Abbett Core Fixed Income R4's Average People Pillar and Process 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCRSX

More LCRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.38%

4.78 187.2 Mil
Government

United States Treasury Notes 4.25%

4.35 170.3 Mil
Government

Barclays Capital

4.27 167.4 Mil
Cash and Equivalents

United States Treasury Notes 3.75%

3.06 120.0 Mil
Government

United States Treasury Notes 4.63%

2.83 110.8 Mil
Government

United States Treasury Notes 4.25%

1.97 77.1 Mil
Government

United States Treasury Notes 4.25%

1.84 71.9 Mil
Government

United States Treasury Bonds 3.88%

1.63 63.7 Mil
Government

Barclays Capital

1.40 55.0 Mil
Cash and Equivalents

United States Treasury Notes 4%

1.33 52.0 Mil
Government