Emerging Markets Corporate | Institutional Strategies | Lord Abbett
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Emerging Markets Corporate

Summary

Summary

KEY FACTS as of 10/30/2020


Strategy Inception Date
Dec 2013
Strategy AUM
$77.1 M
Benchmark
J.P. Morgan CEMBI Broad Diversified Index

Vehicles


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

PORTFOLIO MANAGERS

John J. Morton
John J. Morton, CFA

Lead Portfolio Manager

35 Years of Industry Experience

Steven F. Rocco
Steven F. Rocco, CFA

Partner & Co-Head of Taxable Fixed Income

19 Years of Industry Experience

Mila Skulkina
Mila Skulkina, CFA

Portfolio Manager

19 Years of Industry Experience

Collaborating with 24 Additional Portfolio Managers 25 Credit Research Analysts & 9 Fixed Income Traders

Portfolio

Portfolio

Portfolio Breakdownas of 10/30/2020

Type Portfolio
Type Portfolio
Investment Grade Corporate
High Yield Corporate
Sovereign
U.S. Government Related
Other
Cash

Credit Quality Distributionas of 10/30/2020

Type Portfolio Index
AA 4.4% 3.0%
A 12.1% 19.4%
BBB 34.8% 35.7%
<BBB 47.7% 36.9%
Not Rated 1.0% 4.9%

CHARACTERISTICS as of 10/30/2020

Portfolio Index
Portfolio Index
Average Coupon 5.21% 4.92%
Average Life 8.86 Years 8.37 Years
Average Effective Duration 5.12 Years 4.82 Years

Performance

Performance

Emerging Markets Corporate Debt Institutional Composite

Average Annual Returns as of 10/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 1.35% 3.31% 4.35% 6.16% - 6.30%
Net of Fees 0.97% 2.85% 3.86% 5.65% - 5.79%
J.P. Morgan CEMBI Broad Diversified Index 2.85% 4.24% 4.70% 5.88% - 5.47%

Calendar Year Returnsas of 10/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 14.71% -2.58% 9.68% 10.49% 2.54% 7.86% - - - -
Net of Fees 14.19% -3.07% 9.13% 9.94% 2.03% 7.33% - - - -
J.P. Morgan CEMBI Broad Diversified Index 13.09% -1.65% 7.96% 9.65% 1.30% 4.96% - - - -

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