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Morningstar

Lord Abbett Short Duration Core Bond R6 LDCVX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.09  /  −0.10 %
  • Total Assets 471.7 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.18%
  • Effective Duration 1.73 years

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LDCVX

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

  • People Pillar

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

Strength in Lord Abbett Short Duration Core Bond R6's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LDCVX

More LDCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley 5.45%

1.12 5.2 Mil
Corporate

BNP Paribas SA 2.22%

0.93 4.3 Mil
Corporate

United States Treasury Notes 4.38%

0.85 3.9 Mil
Government

Development Bank of Japan Inc 1.25%

0.82 3.8 Mil
Government

International Flavors & Fragrances Inc. 1.23%

0.80 3.7 Mil
Corporate

Bank of America Corp. 3.38%

0.79 3.7 Mil
Corporate

Barclays Capital

0.77 3.6 Mil
Cash and Equivalents

AIB Group PLC 4.26%

0.75 3.5 Mil
Corporate

HSBC Holdings PLC 3%

0.74 3.4 Mil
Corporate

Catholic Health Initiatives 0%

0.70 3.3 Mil
Cash and Equivalents