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Morningstar

Lord Abbett Emerging Markets Bond R4 LDMSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 4.09  /  +0.02 %
  • Total Assets 111.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Low/Extensive
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.15%
  • Effective Duration 6.14 years

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis LDMSX

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

  • People Pillar

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

Lord Abbett Emerging Markets Bond R4's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LDMSX

More LDMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Saudi Arabia (Kingdom of) 3.45%

1.71 1.9 Mil
Government

Indonesia (Republic of) 1.85%

1.65 1.8 Mil
Government

Brazil (Federative Republic) 6.13%

1.41 1.6 Mil
Government

Peru (Republic of) 3%

1.39 1.5 Mil
Government

Brazil (Federative Republic) 7.13%

1.35 1.5 Mil
Government

Egypt (Arab Republic of) 7.6%

1.35 1.5 Mil
Government

South Africa (Republic of) 4.3%

1.26 1.4 Mil
Government

Qatar Energy 2.25%

1.12 1.2 Mil
Corporate

Colombia (Republic of) 5%

1.12 1.2 Mil
Government

Turkey (Republic of) 7.63%

1.12 1.2 Mil
Government