LUBWX – Lord Abbett Ultra Short Bond R6 Investment Strategy | Morningstar

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Strategy

The investment seeks current income consistent with the preservation of capital. Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It invests only in debt securities rated investment grade at the time of purchase or determined by Lord Abbett to be of comparable quality.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LUBFX	Lord Abbett Ultra Short Bond Fund Class F	No Load	Open			Oct 17, 2016	$118.03M	0.390%	Below Average	$0	−$23.62M
LUBAX	Lord Abbett Ultra Short Bond Fund Class A	No Load	Open			Oct 17, 2016	$7.97B	0.440%	Average	$1,500	$1.61B
LUBOX	Lord Abbett Ultra Short Bond Fund Class F3	No Load	Open			Apr 4, 2017	$3.32B	0.240%	Low	$0	$127.75M
LUBYX	Lord Abbett Ultra Short Bond Fund Class I	Institutional	Open			Oct 17, 2016	$5.26B	0.290%	Below Average	$1M	$377.31M
LUSNX	Lord Abbett Ultra Short Bond Fund Class A1	Front Load	Open			Jul 31, 2019	$7.73M	0.540%	Below Average	$1,500	−$2.47M
LUBWX	Lord Abbett Ultra Short Bond Fund Class R6	Retirement, Large	Open			Oct 17, 2016	$30.51M	0.240%	Low	$0	−$10.86M
LUBVX	Lord Abbett Ultra Short Bond Fund Class R5	Retirement, Large	Open			Oct 17, 2016	$223,092.00	0.290%	Below Average	$0	−$94,259.49

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