Corporate Credit | Institutional Strategies | Lord Abbett
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Corporate Credit

Summary

Summary

KEY FACTS as of 09/30/2020


Strategy Inception Date
Dec 2007
Strategy AUM
$2.9 B
Benchmark
Bloomberg Barclays U.S. Credit Bond Index
eVestment Universe
US Corporate Fixed Income

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • UCITS

PORTFOLIO MANAGERS

Andrew H. O'Brien
Andrew H. O'Brien, CFA

Partner & Lead Portfolio Manager

22 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

26 Years of Industry Experience

Yoana N. Koleva
Yoana N. Koleva, CFA

Managing Director & Portfolio Manager

17 Years of Industry Experience

Eric P. Kang
Eric P. Kang

Portfolio Manager

21 Years of Industry Experience

Collaborating with 23 Additional Portfolio Managers 25 Credit Research Analysts & 9 Fixed Income Traders

Portfolio

Portfolio

Portfolio Breakdownas of 09/30/2020

Type Portfolio
Type Portfolio
Investment Grade Corporate
High Yield Corporate
ABS
U.S. Government Related
Bank Loans
CMBS
MBS
Other
Cash

Credit Quality Distributionas of 09/30/2020

Type Portfolio Index
U.S. Treasury 5.4% -
Agency 0.3% -
AAA 2.6% 7.6%
AA 3.6% 9.3%
A 3.8% 37.8%
BBB 64.6% 45.2%
<BBB 19.3% -
Not Rated 0.4% -

CHARACTERISTICS as of 09/30/2020

Portfolio Index
Portfolio Index
Average Coupon 4.4% 3.71%
Average Life 9.69 Years 11.63 Years
Average Effective Duration 6.9 Years 8.39 Years
Average Yield to Worst 3.41% 1.91%

Performance

Performance

Corporate Credit Institutional Composite

Average Annual Returns as of 09/30/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 4.53% 6.06% 5.66% 6.44% 5.99% 7.07%
Net of Fees 3.92% 5.24% 4.84% 5.61% 5.16% 6.33%
Bloomberg Barclays U.S. Credit Bond Index 6.39% 7.50% 6.19% 5.75% 4.92% 5.62%

Calendar Year Returnsas of 09/30/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 13.82% -1.92% 7.77% 9.61% -2.33% 8.07% 1.07% 13.39% 7.52% 11.86%
Net of Fees 12.94% -2.70% 6.93% 8.75% -3.09% 7.23% 0.28% 12.52% 6.54% 11.42%
Bloomberg Barclays U.S. Credit Bond Index 13.80% -2.11% 6.18% 5.63% -0.77% 7.53% -2.01% 9.37% 8.35% 8.47%

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