Morningstar

Lord Abbett Short Duration High Yield Fund Class I LSYIX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.35  /  +0.21 %
  • Total Assets 11.0B
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 8.24%
  • Effective Duration 2.58 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSYIX

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

  • People Pillar

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

An edgier short-duration high-yield fund.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Lord Abbett Short Duration High Yield’s deep, seasoned team’s focus on high income while limiting interest rate risk has made it a compelling offering over its brief history.

by Paul Olmsted
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Portfolio Holdings LSYIX

More LSYIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Directv Financing LLC/Directv Financing Co-Obligor Inc. 10%

0.66 69M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 6.38%

0.64 67M
Corporate

OneMain Financial Corporation 6.63%

0.60 63M
Corporate

Nissan Motor Co Ltd. 7.5%

0.56 58M
Corporate

Novelis Corporation 6.88%

0.55 58M
Corporate

Venture Global LNG Inc. 9.5%

0.52 55M
Corporate

WULF Compute LLC 7.75%

0.51 53M
Corporate

Prior Rno Property Owner 1 LLC 6.5%

0.49 52M
Corporate

Meridian Arc Holdco LLC 6.25%

0.48 50M
Corporate

Cipher Compute LLC 7.13%

0.45 47M
Corporate

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