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 05/04/2016  

  Subsidized3 Un-Subsidized4
w/o sales charge - 4.18%

30-Day Standardized Yield 2 as of 03/31/2016  

 
3.21%

Fund Basicsas of 03/31/2016

Total Net Assets
$34.12 B
Inception Date
10/19/2004
Dividend Frequency
Monthly (Daily Accrual)
Fund Expense Ratio
0.40%
Number of Holdings
1280

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 :

0.40%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 10/19/2004
w/o sales charge 2.11% 1.37% 1.74% 2.93% 4.87% 4.38%
Lipper Category Avg. Short Investment Grade Debt Funds - - - - - -
BofA Merrill Lynch 1-3 Year U.S. Corporate Index 1.63% 1.64% 1.58% 2.09% 3.73% 3.47%

Fund Expense Ratio :

0.40%

Fund Expense Ratio :

0.40%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 10/19/2004
w/o sales charge 1.29% 0.90% 1.64% 2.97% 4.80% 4.34%
Lipper Category Avg. Short Investment Grade Debt Funds 0.80% 0.34% 0.67% 1.39% 2.57% -
BofA Merrill Lynch 1-3 Year U.S. Corporate Index 1.22% 1.39% 1.55% 2.14% 3.73% 3.46%

Fund Expense Ratio :

0.40%

Investment Team

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

Partner & Portfolio Manager

18 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

22 Years of Industry Experience

Steven F. Rocco
Steven F. Rocco, CFA

Partner & Portfolio Manager

15 Years of Industry Experience

Leah G. Traub
Leah G. Traub, Ph.D.

Partner & Portfolio Manager

15 Years of Industry Experience

Robert A. Lee
Robert A. Lee

Partner & Deputy Chief Investment Officer

25 Years of Industry Experience

Supported By 46 Investment Professionals and 13 Years Avg. Industry Experience

Lipper_Short_Investment_Right_Rail
Fund Performance Details next tab

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