Morningstar

Lord Abbett Short Duration Income Fund Class F3 LOLDX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 3.84  /  0.00
  • Total Assets 43.6B
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.23%
  • Effective Duration 1.97 years

USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis LOLDX

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

  • People Pillar

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

Assertive, yield-focused process supported by deep expertise.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Lord Abbett Short Duration Income’s time-tested, credit-focused approach leverages the firm’s multisector capabilities to flexibly adapt to shifting market conditions, supporting a Process upgrade to Above Average from Average.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings LOLDX

More LOLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.75%

1.62 705M
Government

United States Treasury Notes 3.5%

0.98 424M
Government

United States Treasury Notes 3.38%

0.59 258M
Government

United States Treasury Notes 3.38%

0.55 238M
Government

Eagle Funding Luxco S.a.r.l. 5.5%

0.48 209M
Corporate

Carnival Corp Ltd. 4%

0.47 206M
Corporate

Uber Technologies Inc 4.5%

0.47 203M
Corporate

J.P. Morgan Securities Llc

0.47 203M
Cash and Equivalents

Lowes Cos Inc

0.40 174M
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 6.75%

0.40 174M
Corporate

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