Morningstar

Lord Abbett Core Fixed Income Fund Class R5 LCRTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.21  /  −0.11 %
  • Total Assets 4.7B
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.68%
  • Effective Duration 5.89 years

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:27 AM GMT+0

Morningstar’s Analysis LCRTX

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

  • People Pillar

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

More LCRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

3.43 160M
Government

United States Treasury Notes 3.5%

3.39 158M
Government

United States Treasury Bonds 4.75%

2.82 132M
Government

United States Treasury Notes 3.63%

2.25 105M
Government

United States Treasury Notes 3.75%

1.93 90M
Government

United States Treasury Bonds 4.63%

1.91 89M
Government

United States Treasury Bonds 4.88%

1.42 66M
Government

United States Treasury Bonds 4.75%

1.28 60M
Government

United States Treasury Bonds 4%

1.21 57M
Government

United States Treasury Bonds 4.63%

1.15 54M
Government

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