LDLFX - Lord Abbett Short Duration Income Fund Class F

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Lord Abbett Short Duration Income Fund Class F

Lord Abbett Investment Trust

90 Hudson Street

Jersey 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 Assets53.47B
YTD Return4.63%
Yield3.82%
Morningstar Rating★★★★★
Inception DateSep 27, 2007

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover71.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLDLFXCategory Average
Annual Report Expense Ratio (net)0.49%0.74%
Prospectus Net Expense Ratio0.49%N/A
Prospectus Gross Expense Ratio0.49%N/A
Max 12b1 Fee0.10%N/A
Max Front End Sales LoadN/A2.46%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection157N/A
5 Yr Expense Projection274N/A
10 Yr Expense Projection616N/A