Morningstar

Lord Abbett Inflation Focused Fund Class A LIFAX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $11.49  /  −0.17 %
  • Fund Size $881.8M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.730%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Short-Term Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 4.74%
  • Average Effective Duration 2.92 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LIFAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Inflation Focused A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings LIFAX

More LIFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cpi Swap

7.05 65M
—

United States Treasury Notes 1.25%

5.35 49M
Government

United States Treasury Notes 1.63%

3.48 32M
Government

United States Treasury Notes 1.88%

2.67 25M
Government

United States Treasury Notes 3.88%

1.93 18M
Government

United States Treasury Notes 0.13%

1.76 16M
Government

J.P. Morgan Securities Llc

0.85 8M
Cash and Equivalents

United States Treasury Bonds 0.13%

0.52 5M
Government

LENDMARK FUNDING TRUST 2.47%

0.49 5M
Securitized

United States Treasury Notes 1.88%

0.48 4M
Government

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