Nasdaq - Delayed Quote USD

Lord Abbett Floating Rate R4 (LRRKX)

8.06
0.00
(0.00%)
As of 8:06:28 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.66%
5y Average Return 6.77%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Jun 3, 2025) 12.58%
Worst 1Y Total Return (Jun 3, 2025) --
Best 3Y Total Return 12.58%
Worst 3Y Total Return 0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LRRKX
Category
YTD
1.63%
2.87%
1-Month
1.74%
0.37%
3-Month
0.96%
1.35%
1-Year
6.24%
10.15%
3-Year
7.91%
3.23%
5-Year
7.02%
3.90%
10-Year
4.13%
3.49%
Last Bull Market
4.84%
7.61%
Last Bear Market
-5.20%
-3.97%

Annual Total Return (%) History

Year
LRRKX
Category
2025
--
--
2024
8.87%
--
2023
12.58%
--
2022
-1.88%
--
2021
5.09%
--
2020
-1.76%
1.16%
2019
7.29%
7.45%
2018
-0.26%
-0.26%

2017
3.69%
3.48%
2016
9.95%
9.25%
2015
--
-1.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.27% -- -- --
2024 2.65% 1.81% 1.97% 2.16%
2023 2.96% 3.22% 3.06% 2.79%
2022 -0.10% -5.20% 1.21% 2.37%
2021 1.81% 1.79% 0.96% 0.43%
2020 -15.78% 7.53% 3.78% 4.53%
2019 3.40% 1.62% 0.60% 1.50%
2018 1.16% 0.71% 1.76% -3.79%
2017 0.79% 0.54% 1.00% 1.32%
2016 1.70% 2.75% 2.97% 2.19%

2015 -1.20% -1.14% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 34
3-Month 51
1-Year 58
3-Year 36
5-Year 21

Load Adjusted Returns

1-Year 6.24%
3-Year 7.91%
5-Year 7.02%
10-Year 4.13%

Performance & Risk

YTD Return 1.66%
5y Average Return 6.77%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.18
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Lord Abbett
Net Assets 4.65B
YTD Return 1.63%
Yield 7.75%
Morningstar Rating
Inception Date Apr 04, 2017

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 floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20% of its net assets in other types of debt securities and short-term instruments.

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