Morningstar

Lord Abbett Inflation Focused Fund Class R5 LIFTX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return$11.45  /  −0.09%
  • Fund Size$906.8M
  • Adjusted Expense Ratio0.540%
  • Net Expense Ratio0.530%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategoryShort-Term Inflation-Protected Bond
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield4.49%
  • Average Effective Duration2.89 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LIFTX

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

  • People Pillar

    The People Pillar is our evaluation of the LIFTX 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 LIFTX’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 R5 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 LIFTX

More LIFTX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cpi Swap

6.1857M
—

United States Treasury Notes 1.25%

5.3349M
Government

United States Treasury Notes 1.63%

3.4632M
Government

United States Treasury Notes 1.88%

2.6625M
Government

United States Treasury Notes 4.13%

1.8717M
Government

United States Treasury Notes 0.13%

1.7616M
Government

United States Treasury Bonds 0.13%

0.525M
Government

LENDMARK FUNDING TRUST 2.47%

0.495M
Securitized

Continental Resources, Inc. 2.27%

0.484M
Cash and Equivalents

United States Treasury Notes 1.88%

0.484M
Government

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