NasdaqGM - Delayed Quote USD

Lord Abbett Core Plus Bond Fund (0P00016P8J)

12.70 -0.06 (-0.47%)
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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.10%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -0.18%
5y Average Return 1.18%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00016P8JCategory Average0P00016P8JCategory Average0P00016P8JCategory Average
Alpha 0.78 0 0.88 0.01 -- 0.01
BETA 0.98 0.01 0.99 0.01 -- 0.01
Mean Annual Return -0.11 0 0.12 0 -- 0
R-squared 97.46 0.62 80.1 0.65 -- 0.64
Standard Deviation 7.19 0.05 6.79 0.04 -- 0.04
Sharpe Ratio -0.6 0.01 -0.1 0.01 -- 0.01
Treynor Ratio -4.64 0.05 -0.95 0.03 -- 0.04

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