Morningstar

Lord Abbett Short Duration Income Fund Class R5 LDLTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 3.83  /  0.00
  • Total Assets 43.3B
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.10%
  • Effective Duration 1.97 years

USD | NAV as of Aug 14, 2026 | 1-Day Return as of Aug 14, 2026, 12:27 AM GMT+0

Morningstar’s Analysis LDLTX

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

  • People Pillar

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

Assertive, yield-focused process supported by deep expertise.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Lord Abbett Short Duration Income’s time-tested, credit-focused approach leverages the firm’s multisector capabilities to flexibly adapt to shifting market conditions, supporting a Process upgrade to Above Average from Average.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings LDLTX

More LDLTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.13%

1.48 642M
Government

United States Treasury Notes 3.75%

1.12 486M
Government

United States Treasury Notes 3.5%

0.97 422M
Government

Eagle Funding Luxco S.a.r.l. 5.5%

0.53 230M
Corporate

Barclays Capital

0.51 223M
Cash and Equivalents

Carnival Corp Ltd. 4%

0.48 207M
Corporate

Uber Technologies Inc 4.5%

0.47 204M
Corporate

Lowes Cos Inc

0.41 178M
Corporate

Vistra Operations Co LLC 7.75%

0.39 171M
Corporate

SM Energy Co. 8.38%

0.36 155M
Corporate

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