Lord Abbett PMC ActivePassive FSP Models

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Lord Abbett PMC ActivePassive FSP Models

Why ActivePassive?

Envestnet PMC has selected Lord Abbett to participate in a series of ActivePassive Fund Strategist Portfolios (FSP) --a new type of investment product that manages both product selection and asset allocation. PMC was seeking a firm that has strong innovation growth equity, taxable and tax-free investment capabilities to fulfill its philosophy of ActivePassive investing.

Why ActivePassive

Simply put, the ActivePassive approach, launched by PMC in 2005, seeks an ideal combination of active and passive investment strategies based on an analysis of historical category performance. Envestnet PMC specialists have refined this discipline over the years, and currently have $3.7 billion in AUM utilizing their ActivePassive approach.

Depth of PMC Research Team & ActivePassive Study

As of September 2021, the team included 27 research analysts, 32 CFA Charterholders, 7 CAIA holders, and 1 Ph.D.

Envestnet’s research has determined the conditions in which skilled active and passive managers have historically tended to outperform and generate alpha. The study evaluated almost 12,000 mutual funds (6,471 current and 5,360 obsolete funds) across 102 Morningstar categories over a 38-year period (January 1980 to April 2018).  Certain asset classes had more skilled active, neutral, and passive managers. This study helped to develop PMC’s ActivePassive investment philosophy.
 

See PMC Quantitative Research Group study, “Active vs. Passive Asset Management: Investigation of the Asset Class and Manager Selection Decisions” for complete methodology and findings. The information provided is not meant to be investment advice. Investors should consult a financial professional to determine investments that are appropriate for their individual objectives and risk tolerance.

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ActivePassive Portfolios

Lord Abbett PMC ActivePassive Portfolios


Data as of 9/30/21 and is subject to change.

Key Features of the Portfolio

Risk-based Investing
A series of thirteen mutual fund portfolios designed to provide investors with high income and low volatility. The portfolios diversify risk by investing across a broad range of asset classes and styles.

Active at the Core
The portfolios are built with an active management core of Lord Abbett and other active managers that pass strict and regular scrutiny by PMC. 

Professional active management
Investors can potentially benefit from professional portfolio construction and ongoing management.

Convenience for investors and advisors
Reporting tools, including informative and customized quarterly performance reports, allow advisors to enhance their productivity and discussions with clients. 

Capital Preservation

20% Equity / 80% Fixed Income, 63% Active /  37% Passive, 50 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 7.20%
Large-Cap Value VTV Vanguard Value ETF 7.30%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 5.50%
Bank Loan LFRFX Lord Abbett Floating Rate F 7.00%
High Yield LBDFX Lord Abbett Bond-Debenture F 4.10%
Intermediate Bond BND Vanguard Total Bond Market ETF 24.00%
Intermediate Bond LTRFX Lord Abbett Total Return F 16.30%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 16.20%
Short Bond LDLFX Lord Abbett Short Duration Income F 10.40%

Conservative

33% Equity / 67% Fixed Income, 62% Active / 38% Passive, 48 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 10.20%
Large-Cap Value VTV Vanguard Value ETF 10.30%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 2.60%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 7.80%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 2.10%
Bank Loan LFRFX Lord Abbett Floating Rate F 6.30%
High Yield LBDFX Lord Abbett Bond-Debenture F 3.50%
Intermediate Bond LTRFX Lord Abbett Total Return F 14.00%
Intermediate Bond BND Vanguard Total Bond Market ETF 19.70%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 13.50%
Short Bond LDLFX Lord Abbett Short Duration Income F 8.00%

Conservative Growth

46% Equity / 54% Fixed Income, 60% Active / 40% Passive, 49 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 13.20%
Large-Cap Value VTV Vanguard Value ETF 13.50%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 3.50%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 10.80%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 3.10%
Bank Loan LFRFX Lord Abbett Floating Rate F 5.20%
High Yield LBDFX Lord Abbett Bond-Debenture F 2.90%
Intermediate Bond BND Vanguard Total Bond Market ETF 15.80%
Intermediate Bond LTRFX Lord Abbett Total Return F 10.60%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 11.20%
Short Bond LDLFX Lord Abbett Short Duration Income F 6.30%
Commodity CRSOX Credit Suisse Commodity Return Strat I 1.90%

Moderate

60% Equity / 40% Fixed Income, 57% Active / 43% Passive, 49 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 17.1%
Large-Cap Value VTV Vanguard Value ETF 17.7%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 4.70%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 14.10%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 3.90%
Bank Loan LFRFX Lord Abbett Floating Rate F 4.30%
High Yield LBDFX Lord Abbett Bond-Debenture F 2.40%
Intermediate Bond BND Vanguard Total Bond Market ETF 11.00%
Intermediate Bond LTRFX Lord Abbett Total Return F 7.60%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 8.00%
Short Bond LDLFX Lord Abbett Short Duration Income F 4.70%
Commodity CRSOX Credit Suisse Commodity Return Strat I 2.50%

Moderate Growth

73% Equity / 27% Fixed Income, 53% Active / 47% Passive, 47 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 20.40%
Large-Cap Value VTV Vanguard Value ETF 21.80%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 5.40%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 17.40%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 4.70%
Bank Loan LFRFX Lord Abbett Floating Rate F 3.60%
Intermediate Bond BND Vanguard Total Bond Market ETF 7.50%
Intermediate Bond LTRFX Lord Abbett Total Return F 5.40%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 5.40%
Short Bond LDLFX Lord Abbett Short Duration Income F 3.10%
Commodity CRSOX Credit Suisse Commodity Return Strat I 3.30%

Growth

86% Equity / 14% Fixed income, 49% Active / 51% Passive, 46 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 24.00%
Large-Cap Value VTV Vanguard Value ETF 25.80%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 6.20%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 20.30%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 5.50%
Intermediate Bond BND Vanguard Total Bond Market ETF 5.00%
Intermediate Bond LTRFX Lord Abbett Total Return F 4.00%
International Bond PFUPX PIMCO International Bond (Unhedged) I-2 3.00%
Commodity CRSOX Credit Suisse Commodity Return Strat I 4.20%

Aggressive

100% Equity, 47% Active / 53% Passive, 45 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth LGLFX Lord Abbett Growth Leaders F 26.50%
Large-Cap Value VTV Vanguard Value ETF 29.00%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 8.00%
Int'l Developed Mkts IEFA iShares Core MSCI EAFE 23.50%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 6.10%
Commodity CRSOX Credit Suisse Commodity Return Strat I 4.90%

1Fee includes all fees of the underlying funds and PMC management. There are no additional fees incurred by retail investors.

ActivePassive Portfolios (Tax-Free)

Lord Abbett PMC ActivePassive Portfolios (Tax-Free)


Data as of 9/30/21 and is subject to change.

Key Features of the Portfolio

Risk-based Investing
A series of thirteen mutual fund portfolios designed to provide investors with high income and low volatility. The portfolios diversify risk by investing across a broad range of asset classes and styles.

Active at the Core
The portfolios are built with an active management core of Lord Abbett and other active managers that pass strict and regular scrutiny by PMC. 

Professional active management
Investors can potentially benefit from professional portfolio construction and ongoing management.

Convenience for investors and advisors
Reporting tools, including informative and customized quarterly performance reports, allow advisors to enhance their productivity and discussions with clients. 

Capital Preservation

20% Equity / 80% Fixed Income, 87% Active / 13% Passive, 53 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 7.20%
Large-Cap Value VTV Vanguard Value ETF 7.30%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 5.50%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 25.00%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 23.40%
Long Muni LANFX Lord Abbett National Tax Free F 15.50%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 14.10%

Conservative

33% Equity / 67% Fixed Income, 82% Active / 18% Passive, 51 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 10.20%
Large-Cap Value VTV Vanguard Value ETF 10.30%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 2.60%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 7.80%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 2.10%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 20.70%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 20.00%
Long Muni LANFX Lord Abbett National Tax Free F 13.00%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 11.30%

Conservative Growth

46% Equity / 54% Fixed Income, 76% Active / 24% Passive, 51 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 13.20%
Large-Cap Value VTV Vanguard Value ETF 13.50%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 3.50%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 10.80%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 3.10%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 17.00%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 15.80%
Long Muni LANFX Lord Abbett National Tax Free F 10.50%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 8.70%
Commodity CRSOX Credit Suisse Commodity Return Strat I 1.90%

Moderate

60% Equity / 40% Fixed income, 68% Active / 32% Passive, 50 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 17.10%
Large-Cap Value VTV Vanguard Value ETF 17.7%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 4.70%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 14.10%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 3.90%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 12.90%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 11.50%
Long Muni LANFX Lord Abbett National Tax Free F 7.80%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 5.80%
Commodity CRSOX Credit Suisse Commodity Return Strat I 2.50%

Moderate Growth

73% Equity / 27% Fixed Income, 61% Active / 39% Passive, 47 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 20.4%
Large-Cap Value VTV Vanguard Value ETF 21.80%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 5.40%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 17.40%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 4.70%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 9.00%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 7.30%
Long Muni LANFX Lord Abbett National Tax Free F 5.20%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 3.50%
Commodity CRSOX Credit Suisse Commodity Return Strat I 3.30%

Growth

86% Equity / 14% Fixed Income, 54% Active / 46% Passive, 46 bps fee1

Scroll left for more information.
Category Ticker Investment Vehicle Allocation %
Large-Cap Growth
LGLFX Lord Abbett Growth Leaders F 24.00%
Large-Cap Value VTV Vanguard Value ETF 25.80%
Small-Cap Core FTHSX Fuller & Thaler Behavioral Sm-Cp Eq Inst 6.20%
Int’l Developed Mkts IEFA iShares Core MSCI EAFE 20.30%
Int'l Emerging Mkts JOEIX JOHCM Emerging Markets Opps Advisor 5.50%
Intermediate Muni AXBIX American Century IntermTrm Tx-Fr Bd I 5.00%
Intermediate Muni LISFX Lord Abbett Intermediate Tax Free F 5.00%
Short Muni LSDFX Lord Abbett Short Duration Tax Free F 2.00%
Commodity CRSOX Credit Suisse Commodity Return Strat I 4.20%

1Fee includes all fees of the underlying funds and PMC management. There are no additional fees incurred by retail investors.

A portion of the income derived from a municipal bond may be subject to the alternative minimum tax. Any capital gains realized may be subject to taxation. Federal, state, and local taxes may apply. There is a risk that a bond issued as tax-exempt may be reclassified by the IRS as taxable, creating taxable rather than tax-exempt income.

Why Lord Abbett and PMC Together

“ActivePassive” Fund Strategist Portfolios are strategic asset allocation portfolios constructed by PMC that blend a selection of actively managed Lord Abbett funds with funds from other asset managers. These portfolios are designed to add scale and efficiency to your practice.

  • A singular focus on the management of money since 1929
  • Our mission is to deliver long-term investment performance and a client experience that exceeds expectations.
  • Inspired by our mission, we are committed to creating long-term financial security for our clients, empowering our people, advancing our communitys, and ensuring a vibrant future for our planet.
  • Research, portfolio consulting and management driven by fundamental theory and disciplined execution
  • Proprietary capital markets assumptions (CMAs) inform portfolio construction and asset allocation methodoloty
  • Due diligence process identifies high-conviction investment managers

Ask your advisor about our PMC & Lord Abbett ActivePassive Solutions

Financial professionals: 201-827-7998

Contact a Representative

To contact your representative, enter your zip code and select your channel below.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results. Diversification does not protect against the risk of loss.

Investors should consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. A prospectus or summary prospectus which contains this and other information about the non-Lord Abbett funds shown can be obtained by contacting your Financial Advisor or the fund company directly. Please read the prospectus carefully before investing.

Investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based upon the opinions of Envestnet | PMC® and third party sources. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

Investments in smaller companies carry greater risk than is customarily associated with larger companies for various reasons such as volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources. Investing overseas involves special risks, including the volatility of currency exchange rates and, in some cases, limited geographic focus, political and economic instability, and relatively illiquid markets. Income (bond) funds are subject to interest rate risk, which is the risk that debt securities in a fund’s portfolio will decline in value because of increases in market interest rates.

Lord Abbett and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, or firm. The model portfolios presented are created and maintained by Envestnet. Lord Abbett is not responsible for any damages or losses that may arise from the use of the information contained herein, or from investing in any Envestnet model portfolio.

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