LALDX - Lord Abbett Short Duration Income A

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Lord Abbett Short Duration Income A

Lord Abbett Investment Trust90 Hudson StreetJersey City, NJ 7302
888-522-2388
Management Information
Andrew A. O'Brien,Lead Manager since December 13, 2007
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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryShort-Term Bond
Fund FamilyLord Abbett
Net Assets41.18B
YTD Return2.29%
Yield3.71%
Morningstar Rating★★★★★
Inception DateNov 3, 1993

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover50.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLALDXCategory Average
Annual Report Expense Ratio (net)0.60%0.73%
Prospectus Net Expense Ratio0.60%N/A
Prospectus Gross Expense Ratio0.60%N/A
Max 12b1 Fee0.20%N/A
Max Front End Sales Load2.25%2.48%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection413N/A
5 Yr Expense Projection552N/A
10 Yr Expense Projection958N/A