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Lord Abbett Short Duration Income Fund
mutual fund
LALDX
Dividend policy
Active
Price as of:
$4.2
+0.0
+0%
primary theme
U.S. Short-Term Bond Duration
LALDX (Mutual Fund)
Lord Abbett Short Duration Income Fund
Dividend policy
Active
Price as of:
$4.2
+0.0
+0%
primary theme
U.S. Short-Term Bond Duration
LALDX (Mutual Fund)
Lord Abbett Short Duration Income Fund
Dividend policy
Active
Price as of:
$4.2
+0.0
+0%
primary theme
U.S. Short-Term Bond Duration
LALDX - Snapshot
Vitals
- YTD Return -0.2%
- 3 Yr Annualized Return 3.5%
- 5 Yr Annualized Return 2.8%
- Net Assets $60.5 B
- Holdings in Top 10 11.7%
52 WEEK LOW AND HIGH
$4.20
$4.16
$4.22
Expenses
OPERATING RELATED FEES
- Expense Ratio 0.59%
SALES FEES
- Front Load 2.25%
- Deferred Load N/A
BROKERAGE FEES
- Turnover 102.00%
TRADING FEES
- Max Redemption Fee N/A
Min Investment
- Standard (Taxable) $1,500
- IRA N/A
Fund Classification
- Primary Theme U.S. Short-Term Bond Duration
- Fund Type Open End Mutual Fund
- Investment Style Short-Term Bond
Overview
Next Dividend
Income Profile
Income Risk
Returns Profile
Allocations
Expenses
About
Dividend.com Ratings*
$10.98
0.00%
$78.83 B
1.83%
$0.20
blocked
blocked
blocked
-0.45%
0.20%
$10.79
0.00%
$67.71 B
-
$0.00
blocked
blocked
blocked
-0.74%
0.15%
$4.20
0.00%
$60.52 B
2.54%
$0.11
blocked
blocked
blocked
-0.24%
0.59%
$27.58
0.00%
$47.88 B
1.83%
$0.50
blocked
blocked
blocked
-0.40%
0.05%
$13.88
+0.07%
$30.85 B
0.80%
$0.11
blocked
blocked
blocked
-0.72%
0.63%
Overview
Next Dividend
Income Profile
Income Risk
Returns Profile
Allocations
Expenses
About
Dividend.com Ratings*
Vanguard Short-Term Bond Index Fund
BSV | ETF
$82.33
0.00%
$67.71 B
1.42%
$1.17
blocked
blocked
blocked
-0.69%
0.05%
$82.77
-0.05%
$47.88 B
1.83%
$1.51
blocked
blocked
blocked
-0.58%
0.05%
$54.88
+0.04%
$26.63 B
1.95%
$1.07
blocked
blocked
blocked
-0.53%
0.06%
$31.27
-0.06%
$7.72 B
1.41%
$0.44
blocked
blocked
blocked
-0.41%
0.07%
iShares Core 1-5 Year USD Bond ETF
ISTB | ETF
$51.35
+0.02%
$5.50 B
1.85%
$0.95
blocked
blocked
blocked
-0.56%
0.06%
LALDX - Profile
Distributions
- YTD Total Return -0.2%
- 3 Yr Annualized Total Return 2.7%
- 5 Yr Annualized Total Return 2.4%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.22%
- Dividend Yield 2.5%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameLord Abbett Short Duration Income Fund
-
Fund Family NameLord Abbett
-
Inception DateNov 04, 1993
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerRobert Lee
Fund Description
The fund invests primarily in various types of short duration debt (or fixed income) securities. It invests at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage backed, mortgage-related, and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies and instrumentalities; and inflation-linked investments.
LALDX - Performance
Return Ranking - Trailing
| Period | LALDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -0.2% | -18.5% | 98.5% | 35.35% |
| 1 Yr | 4.1% | -1.6% | 22.7% | 17.61% |
| 3 Yr | 3.5%* | 1.0% | 7.2% | 37.81% |
| 5 Yr | 2.8%* | 0.2% | 6.0% | 20.83% |
| 10 Yr | 2.8%* | 0.2% | 4.4% | 10.71% |
* Annualized
Return Ranking - Calendar
| Period | LALDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2020 | 0.0% | -23.0% | 206.3% | 89.90% |
| 2019 | 1.7% | -2.4% | 6.6% | 65.52% |
| 2018 | -2.6% | -50.6% | 1.0% | 91.83% |
| 2017 | -1.4% | -2.6% | 3.0% | 98.09% |
| 2016 | 0.0% | -65.8% | 10.9% | 69.21% |
Total Return Ranking - Trailing
| Period | LALDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -0.2% | -18.5% | 98.5% | 35.35% |
| 1 Yr | 1.7% | -6.5% | 22.7% | 46.51% |
| 3 Yr | 2.7%* | -0.5% | 7.2% | 72.44% |
| 5 Yr | 2.4%* | -0.6% | 6.0% | 40.34% |
| 10 Yr | 2.6%* | 0.1% | 4.4% | 15.48% |
* Annualized
Total Return Ranking - Calendar
| Period | LALDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2020 | 0.0% | -23.0% | 206.3% | 89.90% |
| 2019 | 1.7% | -2.3% | 7.2% | 67.33% |
| 2018 | -2.6% | -4.2% | 6.5% | 93.39% |
| 2017 | -1.4% | -2.6% | 5.9% | 98.30% |
| 2016 | 0.0% | -65.2% | 10.9% | 74.83% |
NAV & Total Return History
LALDX - Holdings
Concentration Analysis
| LALDX | Category Low | Category High | LALDX % Rank | |
|---|---|---|---|---|
| Net Assets | 60.5 B | 6.87 M | 78.8 B | 2.13% |
| Number of Holdings | 1501 | 3 | 4831 | 6.50% |
| Net Assets in Top 10 | 6.98 B | -154 M | 9.61 B | 3.41% |
| Weighting of Top 10 | 11.69% | 2.1% | 100.0% | 84.49% |
Top 10 Holdings
- United States Treasury Notes 0.13% 4.66%
- United States Treasury Notes 0.13% 3.07%
- United States Treasury Notes 0.13% 2.80%
- United States Treasury Notes 0.13% 2.38%
- United States Treasury Notes 0.13% 2.34%
- United States Treasury Notes 0.13% 1.98%
- United States Treasury Notes 0.13% 1.88%
- United States Treasury Notes 0.25% 1.83%
- United States Treasury Bills 0% 1.72%
- United States Treasury Notes 0.13% 1.69%
Asset Allocation
| Weighting | Return Low | Return High | LALDX % Rank | |
|---|---|---|---|---|
| Bonds | 94.43% | 38.97% | 128.29% | 31.06% |
| Cash | 4.53% | -41.77% | 60.56% | 44.88% |
| Convertible Bonds | 0.88% | 0.00% | 37.57% | 82.11% |
| Stocks | 0.16% | -0.04% | 8.15% | 9.11% |
| Preferred Stocks | 0.00% | 0.00% | 26.78% | 74.31% |
| Other | 0.00% | -4.43% | 19.42% | 66.18% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | LALDX % Rank | |
|---|---|---|---|---|
| Energy | 100.00% | 0.00% | 100.00% | 22.41% |
| Utilities | 0.00% | 0.00% | 76.71% | 83.62% |
| Technology | 0.00% | 0.00% | 18.68% | 79.31% |
| Real Estate | 0.00% | 0.00% | 100.00% | 84.48% |
| Industrials | 0.00% | 0.00% | 33.97% | 83.62% |
| Healthcare | 0.00% | 0.00% | 100.00% | 82.76% |
| Financial Services | 0.00% | 0.00% | 100.00% | 81.90% |
| Communication Services | 0.00% | 0.00% | 96.60% | 86.21% |
| Consumer Defense | 0.00% | 0.00% | 19.91% | 82.76% |
| Consumer Cyclical | 0.00% | 0.00% | 100.00% | 89.66% |
| Basic Materials | 0.00% | 0.00% | 18.27% | 84.48% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | LALDX % Rank | |
|---|---|---|---|---|
| US | 0.16% | -0.04% | 7.98% | 9.11% |
| Non US | 0.00% | 0.00% | 1.55% | 69.27% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | LALDX % Rank | |
|---|---|---|---|---|
| Corporate | 50.19% | 0.00% | 100.00% | 33.50% |
| Securitized | 37.15% | 0.00% | 95.79% | 20.49% |
| Government | 8.01% | 0.00% | 79.60% | 69.43% |
| Cash & Equivalents | 4.54% | 0.00% | 60.56% | 50.08% |
| Municipal | 0.09% | 0.00% | 19.99% | 45.37% |
| Derivative | 0.02% | 0.00% | 25.31% | 19.35% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | LALDX % Rank | |
|---|---|---|---|---|
| US | 71.64% | -8.03% | 123.04% | 75.93% |
| Non US | 22.79% | 0.00% | 76.49% | 16.59% |
LALDX - Expenses
Operational Fees
| LALDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.59% | 0.01% | 2.47% | 54.62% |
| Management Fee | 0.25% | 0.00% | 1.19% | 27.33% |
| 12b-1 Fee | 0.20% | 0.00% | 1.00% | 22.12% |
| Administrative Fee | 0.04% | 0.01% | 0.50% | 10.79% |
Sales Fees
| LALDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | 2.25% | 0.00% | 5.75% | 66.32% |
| Deferred Load | N/A | 0.50% | 5.00% | N/A |
Trading Fees
| LALDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| LALDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 102.00% | 0.00% | 496.37% | 61.15% |
LALDX - Distributions
Dividend Yield Analysis
| LALDX | Category Low | Category High | LALDX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.54% | 0.00% | 1.57% | 69.48% |
Dividend Distribution Analysis
| LALDX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
| LALDX | Category Low | Category High | LALDX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.22% | -9.96% | 65.00% | 24.19% |
Capital Gain Distribution Analysis
| LALDX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Dividend Payout History
| Date | Amount |
|---|---|
| Mar 29, 2019 | $0.013 |
| Feb 28, 2019 | $0.013 |
| Jan 31, 2019 | $0.013 |
| Dec 31, 2018 | $0.013 |
| Nov 30, 2018 | $0.014 |
| Oct 31, 2018 | $0.013 |
| Sep 28, 2018 | $0.014 |
| Aug 31, 2018 | $0.014 |
| Jul 31, 2018 | $0.013 |
| Jun 29, 2018 | $0.014 |
| May 31, 2018 | $0.013 |
| Apr 30, 2018 | $0.014 |
| Mar 29, 2018 | $0.013 |
| Feb 28, 2018 | $0.013 |
| Jan 31, 2018 | $0.013 |
| Dec 29, 2017 | $0.013 |
| Nov 30, 2017 | $0.013 |
| Oct 31, 2017 | $0.012 |
| Sep 29, 2017 | $0.013 |
| Aug 31, 2017 | $0.013 |
| Jul 31, 2017 | $0.013 |
| Jun 30, 2017 | $0.013 |
| May 31, 2017 | $0.013 |
| Apr 28, 2017 | $0.014 |
| Mar 31, 2017 | $0.014 |
| Feb 28, 2017 | $0.014 |
| Jan 31, 2017 | $0.014 |
| Dec 30, 2016 | $0.014 |
| Nov 30, 2016 | $0.014 |
| Oct 31, 2016 | $0.014 |
| Sep 30, 2016 | $0.014 |
| Aug 31, 2016 | $0.015 |
| Jul 29, 2016 | $0.014 |
| Jun 30, 2016 | $0.015 |
| May 31, 2016 | $0.014 |
| Apr 29, 2016 | $0.015 |
| Mar 31, 2016 | $0.014 |
| Feb 29, 2016 | $0.014 |
| Jan 29, 2016 | $0.015 |
| Dec 31, 2015 | $0.014 |
| Nov 30, 2015 | $0.014 |
| Oct 30, 2015 | $0.014 |
| Sep 30, 2015 | $0.014 |
| Aug 31, 2015 | $0.015 |
| Jul 31, 2015 | $0.014 |
| Jun 30, 2015 | $0.014 |
| May 29, 2015 | $0.014 |
| Apr 30, 2015 | $0.015 |
| Mar 31, 2015 | $0.015 |
| Feb 27, 2015 | $0.014 |
| Jan 30, 2015 | $0.014 |
| Dec 31, 2014 | $0.015 |
| Nov 28, 2014 | $0.014 |
| Oct 31, 2014 | $0.014 |
| Sep 30, 2014 | $0.014 |
| Aug 29, 2014 | $0.015 |
| Jul 31, 2014 | $0.014 |
| Jun 30, 2014 | $0.014 |
| May 30, 2014 | $0.014 |
| Apr 30, 2014 | $0.014 |
| Mar 31, 2014 | $0.014 |
| Feb 28, 2014 | $0.014 |
| Jan 31, 2014 | $0.014 |
| Dec 31, 2013 | $0.013 |
| Nov 29, 2013 | $0.014 |
| Oct 31, 2013 | $0.014 |
| Sep 30, 2013 | $0.014 |
| Aug 30, 2013 | $0.015 |
| Jul 31, 2013 | $0.015 |
| Jun 28, 2013 | $0.014 |
| May 31, 2013 | $0.014 |
| Apr 30, 2013 | $0.014 |
| Mar 28, 2013 | $0.014 |
| Feb 28, 2013 | $0.014 |
| Jan 31, 2013 | $0.014 |
| Dec 31, 2012 | $0.015 |
| Nov 30, 2012 | $0.014 |
| Oct 31, 2012 | $0.015 |
| Sep 28, 2012 | $0.015 |
| Aug 31, 2012 | $0.015 |
| Jul 31, 2012 | $0.015 |
| Jun 29, 2012 | $0.015 |
| May 31, 2012 | $0.015 |
| Apr 30, 2012 | $0.016 |
| Mar 30, 2012 | $0.016 |
| Feb 29, 2012 | $0.017 |
| Jan 31, 2012 | $0.017 |
| Dec 30, 2011 | $0.017 |
| Nov 30, 2011 | $0.017 |
| Oct 31, 2011 | $0.017 |
| Sep 30, 2011 | $0.017 |
| Aug 31, 2011 | $0.017 |
| Jul 29, 2011 | $0.017 |
| Jun 30, 2011 | $0.017 |
| May 31, 2011 | $0.016 |
| Apr 29, 2011 | $0.016 |
| Mar 31, 2011 | $0.016 |
| Feb 28, 2011 | $0.017 |
| Jan 31, 2011 | $0.016 |
| Dec 31, 2010 | $0.017 |
| Nov 30, 2010 | $0.017 |
| Oct 29, 2010 | $0.017 |
| Sep 30, 2010 | $0.017 |
| Aug 31, 2010 | $0.016 |
| Jul 30, 2010 | $0.016 |
| Jun 30, 2010 | $0.016 |
| May 28, 2010 | $0.016 |
| Apr 30, 2010 | $0.017 |
| Mar 31, 2010 | $0.017 |
| Feb 26, 2010 | $0.017 |
| Jan 29, 2010 | $0.017 |
| Dec 31, 2009 | $0.017 |
| Dec 03, 2009 | $0.017 |
| Nov 04, 2009 | $0.018 |
| Oct 05, 2009 | $0.020 |
| Sep 03, 2009 | $0.018 |
| Aug 04, 2009 | $0.016 |
| Jul 06, 2009 | $0.018 |
| Jun 04, 2009 | $0.017 |
| May 04, 2009 | $0.019 |
| Apr 02, 2009 | $0.018 |
| Mar 04, 2009 | $0.020 |
| Feb 02, 2009 | $0.017 |
| Jan 05, 2009 | $0.019 |
| Dec 04, 2008 | $0.019 |
| Nov 03, 2008 | $0.019 |
| Oct 02, 2008 | $0.016 |
| Sep 04, 2008 | $0.018 |
| Aug 04, 2008 | $0.018 |
| Jul 02, 2008 | $0.016 |
| Jun 04, 2008 | $0.017 |
| May 05, 2008 | $0.018 |
| Apr 03, 2008 | $0.016 |
| Mar 05, 2008 | $0.017 |
| Feb 04, 2008 | $0.016 |
| Jan 03, 2008 | $0.015 |
| Dec 04, 2007 | $0.014 |
| Nov 05, 2007 | $0.016 |
| Oct 04, 2007 | $0.015 |
| Sep 04, 2007 | $0.014 |
| Aug 06, 2007 | $0.015 |
| Jul 05, 2007 | $0.015 |
| Jun 04, 2007 | $0.015 |
| May 03, 2007 | $0.014 |
| Apr 04, 2007 | $0.014 |
| Mar 05, 2007 | $0.014 |
| Feb 05, 2007 | $0.015 |
| Jan 04, 2007 | $0.014 |
| Dec 04, 2006 | $0.015 |
| Nov 02, 2006 | $0.013 |
| Oct 05, 2006 | $0.014 |
| Sep 05, 2006 | $0.015 |
| Aug 03, 2006 | $0.013 |
| Jul 05, 2006 | $0.014 |
| Jun 05, 2006 | $0.014 |
| May 04, 2006 | $0.014 |
| Apr 03, 2006 | $0.015 |
| Mar 02, 2006 | $0.014 |
| Feb 02, 2006 | $0.013 |
| Jan 04, 2006 | $0.014 |
| Dec 01, 2005 | $0.014 |
| Nov 01, 2005 | $0.014 |
| Oct 03, 2005 | $0.013 |
| Sep 01, 2005 | $0.013 |
| Aug 01, 2005 | $0.013 |
| Jul 01, 2005 | $0.013 |
| Jun 01, 2005 | $0.013 |
| May 02, 2005 | $0.013 |
| Apr 01, 2005 | $0.013 |
| Mar 01, 2005 | $0.013 |
| Feb 01, 2005 | $0.013 |
| Jan 03, 2005 | $0.013 |
| Dec 01, 2004 | $0.011 |
| Nov 01, 2004 | $0.012 |
| Oct 01, 2004 | $0.012 |
| Sep 01, 2004 | $0.011 |
| Aug 02, 2004 | $0.010 |
| Jul 01, 2004 | $0.021 |
| Jun 01, 2004 | $0.009 |
| May 03, 2004 | $0.011 |
| Apr 01, 2004 | $0.012 |
| Mar 01, 2004 | $0.012 |
| Feb 03, 2004 | $0.010 |
| Jan 05, 2004 | $0.011 |
| Dec 03, 2003 | $0.010 |
| Nov 03, 2003 | $0.008 |
| Oct 01, 2003 | $0.009 |
| Sep 03, 2003 | $0.008 |
| Aug 06, 2003 | $0.008 |
| Jul 07, 2003 | $0.010 |
| Jun 04, 2003 | $0.010 |
| May 05, 2003 | $0.010 |
| Apr 03, 2003 | $0.010 |
| Mar 04, 2003 | $0.013 |
| Feb 03, 2003 | $0.015 |
| Jan 02, 2003 | $0.015 |
| Dec 04, 2002 | $0.015 |
| Nov 04, 2002 | $0.015 |
| Oct 03, 2002 | $0.015 |
| Sep 03, 2002 | $0.015 |
| Aug 02, 2002 | $0.015 |
| Jul 03, 2002 | $0.015 |
| Jun 03, 2002 | $0.015 |
| May 02, 2002 | $0.016 |
| Apr 03, 2002 | $0.016 |
| Mar 04, 2002 | $0.016 |
| Feb 01, 2002 | $0.016 |
| Jan 03, 2002 | $0.016 |
| Dec 04, 2001 | $0.016 |
| Nov 01, 2001 | $0.021 |
| Oct 02, 2001 | $0.021 |
| Sep 05, 2001 | $0.021 |
| Aug 02, 2001 | $0.021 |
| Jul 05, 2001 | $0.021 |
| Jun 05, 2001 | $0.021 |
| May 03, 2001 | $0.021 |
| Apr 03, 2001 | $0.021 |
| Mar 01, 2001 | $0.021 |
| Feb 01, 2001 | $0.021 |
| Jan 03, 2001 | $0.002 |
| Dec 06, 2000 | $0.021 |
| Nov 06, 2000 | $0.020 |
| Oct 05, 2000 | $0.020 |
| Sep 05, 2000 | $0.020 |
| Aug 03, 2000 | $0.020 |
| Jul 03, 2000 | $0.020 |
| Jun 01, 2000 | $0.020 |
| May 03, 2000 | $0.020 |
| Apr 03, 2000 | $0.020 |
| Mar 02, 2000 | $0.020 |
| Feb 02, 2000 | $0.020 |
| Jan 03, 2000 | $0.002 |
| Dec 31, 1999 | $0.018 |
| Dec 03, 1999 | $0.020 |
| Nov 03, 1999 | $0.020 |
| Oct 04, 1999 | $0.020 |
| Sep 03, 1999 | $0.020 |
| Aug 06, 1999 | $0.020 |
| Jul 07, 1999 | $0.020 |
| Jun 07, 1999 | $0.020 |
| May 07, 1999 | $0.020 |
| Apr 07, 1999 | $0.020 |
| Mar 08, 1999 | $0.020 |
| Feb 05, 1999 | $0.020 |
| Jan 06, 1999 | $0.004 |
| Dec 31, 1998 | $0.016 |
| Dec 07, 1998 | $0.020 |
| Nov 06, 1998 | $0.020 |
| Oct 07, 1998 | $0.020 |
| Sep 08, 1998 | $0.020 |
| Aug 07, 1998 | $0.020 |
| Jul 08, 1998 | $0.020 |
| Jun 08, 1998 | $0.020 |
| May 08, 1998 | $0.020 |
| Apr 08, 1998 | $0.020 |
| Mar 09, 1998 | $0.020 |
| Feb 06, 1998 | $0.021 |
| Jan 07, 1998 | $0.016 |
| Dec 08, 1997 | $0.021 |
| Nov 07, 1997 | $0.021 |
| Oct 08, 1997 | $0.021 |
| Sep 08, 1997 | $0.021 |
| Aug 08, 1997 | $0.021 |
| Jul 09, 1997 | $0.021 |
| Jun 09, 1997 | $0.021 |
| May 09, 1997 | $0.021 |
| Apr 09, 1997 | $0.021 |
| Mar 10, 1997 | $0.021 |
| Feb 17, 1997 | $0.021 |
| Jan 15, 1997 | $0.006 |
| Dec 31, 1996 | $0.015 |
| Dec 16, 1996 | $0.021 |
LALDX - Fund Manager Analysis
Managers
Robert Lee
Start Date
Tenure
Tenure Rank
Dec 31, 1998
22.51
22.5%
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.
Andrew O'Brien
Start Date
Tenure
Tenure Rank
Dec 14, 2007
13.55
13.6%
Mr. O’Brien is a lead portfolio manager for the taxable fixed income strategies. Mr. O’Brien joined Lord Abbett in 1998 and was named Partner in 2008. Mr. O’Brien received a BA from Princeton University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1998.
Kewjin Yuoh
Start Date
Tenure
Tenure Rank
Apr 01, 2012
9.25
9.3%
Mr. Yuoh is a portfolio manager for the taxable fixed income strategies. Mr. Yuoh joined Lord Abbett in 2010, and was named Partner in 2012. His prior experience includes: Senior Vice President – Director of Fundamental Research and Senior Portfolio Manager at Alliance Bernstein, LLP; Vice President – Senior Portfolio Manager at Credit Suisse Asset Management; and Mortgage-Backed Securities Portfolio Manager at Sanford C. Bernstein & Co., Inc. Mr. Yuoh received a BS from Cornell University and has been in the investment business since 1994.
Steven Rocco
Start Date
Tenure
Tenure Rank
Apr 01, 2016
5.25
5.3%
Mr. Rocco is Partner and Director of Taxable Fixed Income of Lord Abbett. Mr. Rocco is a lead portfolio manager for the high yield fixed income strategy and also contributes as portfolio manager to the multi-sector fixed-income strategy. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Mr. Rocco joined Lord Abbett as an associate portfolio manager and then transitioned to lead portfolio manager for our short duration and corporate bond strategies. He was previously a Consultant at FactSet. Mr. Rocco received a BA from Cornell University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 2001.
Adam Castle
Start Date
Tenure
Tenure Rank
Apr 01, 2021
0.25
0.3%
Mr. Castle joined Lord Abbett in 2015. Mr. Castle was formerly Vice President at Credit Suisse from 2013 to 2015 and Assistant Vice President at AllianceBernstein from 2008 to 2013.
Harris Trifon
Start Date
Tenure
Tenure Rank
Apr 01, 2021
0.25
0.3%
Harris Trifon is responsible for contributing to the management of Lord Abbett’s taxable-fixed income strategies with a focus on real estate debt. Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000. Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on the Institutional Investor All-Star list for two years prior to moving to the buy-side. He earned a BA in economics from the University of Florida and an MS in real estate from New York University.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.07 | 28.42 | 5.83 | 1.5 |
