NasdaqGM - Delayed Quote • USD
Lord Abbett Core Plus Bond Fund (0P00016P8J)
At close: April 5 at 4:00 PM EDT
Fund Summary
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 a variety of fixed income securities. It will invest in investment grade debt securities, but also may invest up to 35% of its net assets in high-yield debt securities. High-yield debt securities are debt securities that are rated BB/Ba or lower by an independent rating agency, or are unrated but determined by Lord Abbett to be of comparable quality.
Lord Abbett Core Plus Bond Fund
Jersey City, NJ 7302
90 Hudson Street
Fund Overview
Category | Intermediate Core-Plus Bond |
Fund Family | Lord Abbett |
Net Assets | 1.97B |
YTD Return | 0.22% |
Yield | 5.43% |
Morningstar Rating | |
Inception Date | Dec 08, 2015 |
Fund Operations
Last Dividend | 0.18 |
Last Cap Gain | -8.00 |
Holdings Turnover | 451.00% |
Average for Category | -- |
Fees & Expenses
Expense | 0P00016P8J | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.45% | 0.75% |
Prospectus Net Expense Ratio | 0.45% | -- |
Prospectus Gross Expense Ratio | 0.45% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 3.74% |
Max Deferred Sales Load | -- | 1.41% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Robert A. Lee, Lead Manager since December 08, 2015
Robert A. Lee is a Partner and Chief Investment Officer at the Lord Abbett & Company. Mr. Lee joined Lord Abbett in 1997 and was named Partner in 2002. His prior experience includes: Portfolio Manager and Vice President at ARM Capital Advisors; Assistant Portfolio Manager and Assistant Vice President at Kidder Peabody Asset Management; and Fixed Income Research Analyst at The First Boston Corporation. Mr. Lee received a BS from the University of Pennsylvania. He has been in the investment business since 1991. Morningstar Style Box
Morningstar Style Box Information Not Available
Morningstar Category
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