Morningstar

Lord Abbett Short Duration Core Bond Fund Class C LDCCX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $9.04  /  0.00
  • Fund Size $634.5M
  • Adjusted Expense Ratio 1.280%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 3.72%
  • Average Effective Duration 1.85 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LDCCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Short Duration Core Bond C 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.

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Portfolio Holdings LDCCX

More LDCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

5.31 33M
Government

United States Treasury Notes 3.5%

4.84 30M
Government

United States Treasury Notes 4%

4.33 27M
Government

United States Treasury Notes 3.5%

3.85 24M
Government

United States Treasury Notes 0.13%

2.04 13M
Government

United States Treasury Notes 3.75%

1.70 11M
Government

Federal Home Loan Mortgage Corp. 2.67%

0.94 6M
Securitized

Morgan Stanley 5.45%

0.84 5M
Corporate

Barclays Capital

0.62 4M
Cash and Equivalents

Bermuda (Government of) 3.72%

0.57 4M
Government

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