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Home>Fund Pages>Lord Abbett & Co LLC >Lord Abbett Short Duration Income Fund>LDLKX Class R4 Shares

Lord Abbett Short Duration Income Fund R4 - LDLKX

Profile AssetsFlowsFeesPerformanceManagers

Lord Abbett Short Duration Income Fund R4 - LDLKX

Profile AssetsFlowsFeesPerformanceManagers

Profile

Data Providers

Quote

  • nav ($)
    4.09
  • nav change
    0.01 / 0.3%
(As of Tuesday May 26, 2020)

Overview

  • distribution channel

    Institutional

  • ticker

    LDLKX

  • category

    Short Investment Grade Debt Funds

  • management type

    Active

  • total assets

    $148.9M

Read description

Fund Scorecard

assets
$149M
Average
flows
$33M
Above Average
fees
0.65%
Above Average
turnover
57%
Average
performance
0.69%
Below Average
manager tenure
11.5
Great

Holders

ETF Holders

Filing period ending
There is no ETF data available to display at this time.

Balance Summary

holder

    Assets

    Net Assets

    Total Net Assets

    $148.9M

    (Through Apr 2020)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $33.28M

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.65%

    Above Average
    There is no Fee data available to display at this time.
    Why Do Investment Expenses Matter?
    Ryan Alfred

    Turnover

    turnover

    57%

    Average
    There is no Turnover data available to display at this time.
    Why Does Fund Turnover Matter?
    Ryan Alfred

    Performance

    Growth of 10k

    1 Year Return

    0.69%

    There is no Performance data available to display at this time.
    Peer Group consists of 374 Short Investment Grade Debt Funds funds distributed through Institutional channels.

    Risk
    Standard Deviation ¹ 1.19
    Sharpe Ratio ² -0.01
    R-Squared ³ 0.36
    Beta ³ 0.15
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Short Investment Grade Debt Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Robert A. Lee

      01-01-1998 - present

    • Andrew H. O'Brien

      01-01-1998 - present

    • Leah G. Traub

      01-01-2009 - present

    • Kewjin Youh

      01-01-2010 - present

    • Steven F. Rocco

      01-01-2013 - present