Lord Abbett Core Fixed Income B
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Intermediate-Term Bond | | Fund Family: | Lord Abbett | | Net Assets: | 26.97M | | Year-to-Date Return: | 13.54% | | Yield: | 3.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-00 |
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Andrew H. O'Brien
Lead Manager since
31-Aug-00 | | | O'Brien,Portfolio Manager, Fixed Income Management Group, joined Lord Abbett in 1998. He received a BA in economics from Princeton University. Mr. O?Brien is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1998. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks income and capital appreciation to produce a high total return. The fund normally invests at least 80% of assets in fixed income securities. It primarily invests in U.S. government, mortgage-related and investment grade debt securities. The fund expects to maintain its average duration range within two years of the bond market's duration as measured by the Barclays Capital U.S. Aggregate Bond Index (currently approximately four and one-half years). |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(21-Dec-04):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.70% |
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| Expense | LCRBX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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