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 03/27/2015  

  Subsidized3 Un-Subsidized4
w/o sales charge - 4.02%

30-Day Standardized Yield 2 as of 02/28/2015  

 
3.03%

Fund Basicsas of 02/27/2015

Total Net Assets
$36.18 B
Inception Date
10/19/2004
Dividend Frequency
Monthly (Daily Accrual)
Fund Expense Ratio
0.39%
Number of Holdings
1222

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 0.90% 1.74% 3.02% 3.87% 4.87% 4.68%
Lipper Category Avg. Short Investment Grade Debt Funds 0.48% 0.68% 1.40% 1.97% 2.75% -
The BofA Merrill Lynch 1-3 Year US Corporate Index 0.63% 1.26% 2.16% 2.62% 3.84% 3.67%

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 1.70% 1.70% 3.42% 4.03% 4.75% 4.66%
Lipper Category Avg. Short Investment Grade Debt Funds 0.70% 0.71% 1.56% 2.03% 2.69% -
The BofA Merrill Lynch 1-3 Year US Corporate Index 1.19% 1.19% 2.47% 2.80% 3.75% 3.66%

Fund Expense Ratio :

0.39%

Investment Team

Robert A. Lee
Robert A. Lee

Partner & Director

23 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

24 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

20 Years of Industry Experience

Supported By 38 Investment Professionals and 12 Years Avg. Industry Experience

Fund Performance Details next tab

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