Morningstar

Lord Abbett Inflation Focused Fund Class R4 LIFKX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $11.52  /  0.00
  • Fund Size $898.6M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Short-Term Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.69%
  • Average Effective Duration 2.89 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LIFKX

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

  • People Pillar

    The People Pillar is our evaluation of the LIFKX 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 LIFKX’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 R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LIFKX

More LIFKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cpi Swap

6.18 57M
—

United States Treasury Notes 1.25%

5.33 49M
Government

United States Treasury Notes 1.63%

3.46 32M
Government

United States Treasury Notes 1.88%

2.66 25M
Government

United States Treasury Notes 4.13%

1.87 17M
Government

United States Treasury Notes 0.13%

1.76 16M
Government

United States Treasury Bonds 0.13%

0.52 5M
Government

LENDMARK FUNDING TRUST 2.47%

0.49 5M
Securitized

Continental Resources, Inc. 2.27%

0.48 4M
Cash and Equivalents

United States Treasury Notes 1.88%

0.48 4M
Government

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