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Morningstar

Lord Abbett High Yield F LHYFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 6.09  /  0.35 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.11%
  • Effective Duration 4.22 years

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 10:26 PM GMT+0

Morningstar’s Analysis LHYFX

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

People Pillar

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

An aggressive approach that has recently cut credit risk.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

Lord Abbett High Yield’s stable and seasoned management crew employs a sound process grounded in fundamental research. Its cheapest share classes earn a Morningstar Analyst Rating of Bronze, while its pricier shares are rated Neutral.

by R.J. D'Ancona
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LHYFX

More LHYFX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 9
  • Bond Holdings 556
  • Other Holdings 27
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Occidental Petroleum Corporation 6.13%

0.79
33,863,897
Corporate

Ford Motor Credit Company LLC 2.9%

0.69
29,741,588
Corporate

Tenet Healthcare Corporation 4.38%

0.66
28,322,060
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.63
27,327,118
Corporate

Mozart Debt Merger Subordinated Inc. 3.88%

0.58
24,854,100
Corporate

Perrigo Finance Unlimited Company 4.4%

0.57
24,658,664
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

0.56
24,023,056
Corporate

Altice France S.A 5.13%

0.54
23,270,303
Corporate

TransDigm, Inc. 4.63%

0.53
22,922,090
Corporate

United Rentals, Inc. 3.88%

0.49
21,229,374
Corporate