This web page has been prepared exclusively for use by analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants. It is not intended for, and should not be shared with, small plan sponsors, plan participants, or the public.
Past performance is not a reliable indicator or guarantee of future results. The gross performance shown does not reflect the deduction of investment advisory fees, but does reflect the deduction of transaction costs. Performance data quoted are historical. Past performance is not indicative of future results. Current performance may be higher or lower than the performance quoted. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our website or call Lord Abbett at (888) 522-2388.
Morningstar rated the Lord Abbett Core Plus Bond Fund class F share 4 stars among 539 Intermediate Core-Plus Bond Funds for the overall rating and the 3 year period ended 7/31/2019, respectively. Morningstar Rating for other share classes may have different performance characteristics.
The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index composed of the total U.S. investment-grade bond market.
The Morningstar Intermediate Core-Plus Bond portfolios invest primarily in investment-grade U.S. fixed-income issues, including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold noncore sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index.