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Morningstar

Lord Abbett Income F3 LOGVX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 2.42  /  +0.05 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.55%
  • Effective Duration 6.62 years

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LOGVX

Will LOGVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LOGVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LOGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LOGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Corporate bond fund with dimmed investment-grade focus.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Lord Abbett Income’s strong management team and experienced credit research crew provide the foundation for its corporate credit-heavy strategy with multisector tints, but its bold profile can be a liability when credit markets become jittery.

by Chiayi Tsui
Rated on Published on

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