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Fixed-Income Insights

Here’s how a flexible, multi-sector approach to fixed income has generated consistent long-term returns.

Transcript

Lord Abbett Bond Debenture Fund

Are your clients looking for attractive income, but concerned about rising interest rates?

Do they want to diversify their core bond holdings?

Are they searching for a proven manager with a long-term track record?

Then consider the Lord Abbett Bond Debenture Fund.

Launched in 1971, the Fund established Lord Abbett’s flexible, multi-sector approach to fixed income.

The Fund draws on the collective insight and collaboration of an industry-recognized fixed income team that includes over 60 experienced investment professionals.

The Fund is diversified across multiple fixed income sectors, and can adjust allocations and adapt to changing market environments.

Of course, periods of market volatility may pose greater risks, including loss of principal.

Emphasizing rigorous credit research, the Lord Abbett Bond Debenture Fund has established a 45-year track record of consistent performance in various market conditions and generated solid returns versus its multi-sector peers over one, three, five, and 10 years.

The Fund also has outperformed the multi-sector, intermediate-term bond and high-yield bond categories over 10, 20, and 30 years.

Over the past three decades, while weathering several periods of rising interest rates, the Fund has delivered equity-like returns, with less than half the volatility of the U.S. equity market.

Based on their risk tolerance and time horizon, your clients may want to learn more about the Lord Abbett Bond Debenture Fund—a proven, time-tested approach to addressing the needs of today’s investors.

To learn more about the Fund, visit lordabbett.com.

Keep in mind, investing involves risk, including possible loss of principal.

Past performance is not a reliable indicator or guarantee of future results.

To learn more about The Lord Abbett Bond Debenture Fund, and to obtain a prospectus or summary prospectus, which includes investment objectives, risks, charges, expenses and other information that you should read and consider carefully before investing, visit lordabbett.com

The performance data quoted reflect past performance and are no guarantee of future results. Current performance may be higher or lower than the performance data 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 the original cost. You can obtain performance data current to the most recent month-end by calling Lord Abbett at 888-522-2388 or referring to lordabbett.com.

Carefully consider the investment objectives, risks, charges, and expenses of the Lord Abbett Funds. This and other important information is contained in the Fund’s summary prospectus and/or prospectus. To obtain a prospectus or summary prospectus on any Lord Abbett mutual fund, contact Lord Abbett Distributor LLC at 888-522-2388, or visit us at lordabbett.com.

Not FDIC‐Insured. May lose value. Not guaranteed by any bank.

Important Information

Keep in mind that all investments carry a certain amount of risk including possible loss of the principal amount invested.

Historical performance indications and financial market scenarios are not reliable indicators of current or future performance.

A Note about Risk: The Fund is subject to the general risks associated with investing in debt securities, including market, credit, liquidity, and interest rate risk. The value of your investment will change as interest rates fluctuate and in response to market movements. When interest rates fall, the prices of debt securities tend to rise, and when interest rates rise, the prices of debt securities are likely to decline. Longer-term debt securities are usually more sensitive to interest-rate changes; the longer the maturity of a security, the greater the effect a change in interest rates is likely to have on its price. The Fund may make substantial investments in high-yield debt securities and may invest in senior loans which may be primarily below-investment-grade. High-yield securities (sometimes called junk bonds) carry increased risks of price volatility, illiquidity, and the possibility of default in timely payment of interest and expenses. The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies and/or sectors in the economy. Convertible securities are subject to the risks affecting both equity and fixed-income securities, including market, credit, liquidity, and interest rate risk. These factors can affect Fund performance.

While diversification cannot guarantee avoidance of losses, combining different types of investments across multiple sectors may be beneficial to performance. Bond values fluctuate in price, so the value of your investment can go down depending on the market conditions. Two main risks related to fixed-income investing are interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds, and vice versa. Investments in non-investment-grade debt securities (high-yield or junk bonds) may be subject to greater market fluctuations and risk of default or loss of income and principal than securities in higher rating categories. Convertible securities are subject to the risks affecting both equity and fixed-income securities, including market, credit, liquidity, and interest-rate risk. Convertible securities tend to be more volatile than other fixed-income securities, and the markets for convertible securities may be less liquid than markets for common stocks or bonds.

Class A shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Morningstar: The Morningstar Rating for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings do not take into account the effects of sales charges and loads. Morningstar Rating for other share classes may have different performance characteristics.

© 2018 Morningstar, Inc. All Rights Reserved. The information contained: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Standard Deviation: This is a statistical measure of the historical volatility of a mutual fund or portfolio, a measure of how much a return varies over an extended period of time. A higher standard deviation number indicates a wider range of returns and a higher degree of portfolio risk. Standard deviation does not indicate how an investment actually performed, but it does indicate the volatility of its returns over time. Standard deviation is annualized. The returns used for this calculation are not load-adjusted.

The Morningstar Multi-Sector Bond category represents funds that seek income by diversifying their assets among several fixed-income sectors, usually U.S. government obligations, U.S. corporate bonds, foreign bonds, and high-yield U.S. debt securities.

The Morningstar Intermediate-Term Bond category  represents funds that focus on corporate, government, foreign, or other issues with an average duration of greater than or equal to 3.5 years, but less than or equal to six years, or an average effective maturity of more than four years, but less than 10 years.

The Morningstar High-Yield Bond category  represents funds with at least 65% of assets in bonds rated below BBB.

The S&P 500® Index is used to represent the broad U.S. equity market. The S&P 500 is widely regarded as the standard for measuring large cap U.S. stock market performance and includes a representative sample of leading companies in leading industries.

Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment. Indexes depicted herein are for illustrative purposes only and do not represent any specific portfolios managed by Lord Abbett or any particular investments. Other indexes may not have performed in the same manner under similar conditions. Performance during other time periods may have been different or negative.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.

This broadcast may contain assumptions that are “forward-looking statements,” which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual returns or results will not be materially different from those described here.

This broadcast serves as reference material and is provided for general educational purposes only; does not constitute an offer to acquire, solicitation for an offer to acquire, an offer to sell or solicitation for an offer to buy, any securities, nor is intended to be relied upon as a forecast, research, or investment advice on any securities, and cannot be used for any of the foregoing.

This broadcast is the copyright © 2018 of Lord, Abbett & Co. LLC. All Rights Reserved.   This recording may not be reproduced in whole or in part or any form without the permission of Lord Abbett. Lord Abbett mutual funds are distributed by Lord Abbett Distributor LLC.

RELATED FUND
The Lord Abbett Bond Debenture Fund seeks to deliver high current income and long-term growth of capital. View prospectus and more.
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