Morningstar

Lord Abbett Inflation Focused Fund Class R2 LIFQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 11.64  /  −0.09 %
  • Total Assets 883.3M
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.130%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Short-Term Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.40%
  • Effective Duration 3.03 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis LIFQX

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

  • People Pillar

    The People Pillar is our evaluation of the LIFQX 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 LIFQX’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 R2 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
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Portfolio Holdings LIFQX

More LIFQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cpi Swap

7.37 68M
—

United States Treasury Notes 1.25%

4.04 37M
Government

United States Treasury Notes 3.63%

2.72 25M
Government

United States Treasury Notes 1.63%

2.63 24M
Government

United States Treasury Notes 1.88%

2.17 20M
Government

United States Treasury Notes 0.13%

2.07 19M
Government

United States Treasury Bills 0%

1.38 13M
Government

Autonation Inc

0.94 9M
Cash and Equivalents

United States Treasury Notes 3.75%

0.92 8M
Government

United States Treasury Bonds 0.13%

0.55 5M
Government

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