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Morningstar

Lord Abbett Short Duration High Yield R6 LSYUX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.75  /  −0.18 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 8.11%
  • Effective Duration 2.09 years

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis LSYUX

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

  • People Pillar

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

A lower volatility high-yield option

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Lord Abbett Short Duration High Yield's capable crew adopts a flexible approach, and keeping the fund's yield high is clearly a priority.

by Chiayi Tsui
Rated on Published on

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Portfolio Holdings LSYUX

More LSYUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carnival Corporation 5.75%

0.81 25.9 Mil
Corporate

Barclays Capital

0.57 18.0 Mil
Cash and Equivalents

Gray Television, Inc. 7%

0.54 17.2 Mil
Corporate

Equipmentshare Com Inc. 9%

0.54 17.1 Mil
Corporate

Global Aircraft Leasing Co Ltd 6.5%

0.51 16.3 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13%

0.51 16.2 Mil
Corporate

Xerox Holdings Corporation 5%

0.51 16.1 Mil
Corporate

Crescent Energy Finance LLC 9.25%

0.49 15.6 Mil
Corporate

Tenneco Inc. 8%

0.48 15.1 Mil
Corporate

OneMain Financial Corporation 7.13%

0.47 15.1 Mil
Corporate