What is the Short Duration Income Fund ?

The Fund seeks to deliver a high level of current income consistent with the preservation of capital by investing primarily in a variety of short duration investment grade and high yield debt securities, U.S. government securities, and mortgage- and other asset-backed debt securities.

EXPERIENCED, TENURED TEAM

Managed through collaboration among 40+ investment professionals in portfolio management, credit research, and trading.

STRATEGIC, FLEXIBLE DESIGN

Pursues an agile, multi-sector approach designed to provide a higher yield than a typical short duration strategy, and a lower duration than a traditional core bond strategy. 

STRONG PERFORMANCE

Has offered a track record of solid performance in many market environments. 

Yield

Dividend Yield 1 as of 08/31/2015  

  Subsidized3 Un-Subsidized4
w/o sales charge - 4.16%

30-Day Standardized Yield 2 as of 07/31/2015  

 
2.83%

Fund Basicsas of 07/31/2015

Total Net Assets
$35.75 B
Inception Date
10/19/2004
Dividend Frequency
Monthly (Daily Accrual)
Fund Expense Ratio
0.39%
Number of Holdings
1275

OFFSHORE FUNDS FOR NON-U.S. INVESTORS

A suite of funds designed to provide access to select Lord Abbett fixed income investment strategies.

Fund Expense Ratio :

0.39%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 10/19/2004
w/o sales charge 1.35% 0.88% 2.30% 3.23% 4.76% 4.50%
Lipper Category Avg. Short Investment Grade Debt Funds - - - - - -
BofA Merrill Lynch 1-3 Year U.S. Corporate Index - - - - - -

Fund Expense Ratio :

0.39%

Fund Expense Ratio :

0.39%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 10/19/2004
w/o sales charge 1.59% 1.35% 2.84% 3.66% 4.80% 4.60%
Lipper Category Avg. Short Investment Grade Debt Funds 0.68% 0.45% 1.25% 1.74% 2.66% -
BofA Merrill Lynch 1-3 Year U.S. Corporate Index 0.96% 0.95% 2.05% 2.50% 3.75% 3.58%

Fund Expense Ratio :

0.39%

Investment Team

Robert A. Lee
Robert A. Lee

Partner & Director

24 Years of Industry Experience

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

Partner & Portfolio Manager

16 Years of Industry Experience

Jerald M. Lanzotti
Jerald M. Lanzotti, CFA

Partner & Portfolio Manager

25 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

21 Years of Industry Experience

Supported By 45 Investment Professionals and 13 Years Avg. Industry Experience

Lipper_Short_Investment_Right_Rail
Fund Performance Details next tab

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