Mutual Fund Insights: Lord Abbett Div Income Strategy B Fund (ISFBX)

In-depth Analysis of Lord Abbett Div Income Strategy B Fund (ISFBX)

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See Lord Abbett Div Income Strategy B Fund (ISFBX) performance details as of January 31, 2010

  

Last Trade: $14.29 on 3/19/2010, Change: -0.01 (-0.07%)

Experiment our closing price forecasting tool for Lord Abbett Div Income Strategy B Fund (ISFBX) (alpha release)

  

Fund Manager - Christopher J. Towle

Fund Manager Tenure: 4.7 years   [Similar Funds: ISFAX  ISFCX  ISFPX  ISFYX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980.  Get more insights on Christopher J. Towle

  

 What we like about Lord Abbett Div Income Strategy B Fund (ISFBX)

Data for Lord Abbett Div Income Strategy B Fund (ISFBX) as of January 31, 2010

• Lord Abbett Div Income Strategy B Fund (ISFBX) management has been with Lord Abbett Div Income Strategy B Fund for 4.7 years
• Lord Abbett Div Income Strategy B Fund (ISFBX) has good short-term performance (1-year return 32.28% vs 22.81% Conservative Allocation category average)
• Lord Abbett Div Income Strategy B Fund (ISFBX) has good mid-term performance (3-year return 1.32% vs 0.26% Conservative Allocation category average)

  

 What we are cautious about Lord Abbett Div Income Strategy B Fund (ISFBX)

Data for Lord Abbett Div Income Strategy B Fund (ISFBX) as of January 31, 2010

• Lord Abbett Div Income Strategy B Fund (ISFBX) ratio of up-years vs down years can be improved
• Lord Abbett Div Income Strategy B Fund (ISFBX) has a Morningstar rating of 3 and below
• Lord Abbett Div Income Strategy B Fund (ISFBX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.21 that is higher than category average of 10.66
• Lord Abbett Div Income Strategy B Fund (ISFBX) has a higher management fee of 1.80% than its Conservative Allocation average of 0.86%
• Lord Abbett Div Income Strategy B Fund (ISFBX) carries a 5% load

See Lord Abbett Div Income Strategy B Fund (ISFBX) performance details as of January 31, 2010

  

  

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Lord Abbett Div Income Strategy B Fund (ISFBX) Net Asset

Track net asset change of Lord Abbett Div Income Strategy B fund (ISFBX)

Date	Net Asset
01/2010	$9.73M
11/2009	$8.82M
10/2009	$8.34M

More historic net asset information on Lord Abbett Div Income Strategy B Fund (ISFBX)

  

Lord Abbett Div Income Strategy B Fund (ISFBX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Div Income Strategy B fund (ISFBX)

Date	Cash	Stock	Bond	Other
09/2009	3.55%	24.14%	63.82%	8.49%
06/2009	4.07%	23.29%	65.89%	6.75%
04/2009	5.06%	21.63%	67.45%	5.86%

Click here to see more historic asset allocation information on Lord Abbett Div Income Strategy B Fund (ISFBX)

  

Most Recent Top 10 Holdings in Lord Abbett Div Income Strategy B Fund (ISFBX)

Discover what Lord Abbett Div Income Strategy B Fund (ISFBX) manager is buying

30-Sep-09 Lord Abbett High Yield I [40.29%] Lord Abbett Capital Structure I [27.04%] Lord Abbett Bond-Debenture I [13.31%] Lord Abbett Total Return I [10.03%] Lord Abbett Intl Dividend Inc I [5.07%] Lord Abbett Affiliated I [2.51%] Lord Abbett Floating Rate I [1.99%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Lord Abbett High Yield I [40.29%] Lord Abbett Capital Structure I [27.04%] Lord Abbett Bond-Debenture I [13.31%] Lord Abbett Total Return I [10.03%] Lord Abbett Intl Dividend Inc I [5.07%] Lord Abbett Affiliated I [2.51%] Lord Abbett Floating Rate I [1.99%] N/A [0%] N/A [0%] N/A [0%]

30-Apr-09 Lord Abbett High Yield I [39.93%] Lord Abbett Bond-Debenture I [13.33%] Lord Abbett Total Return I [9.81%] Lord Abbett Intl Dividend Inc I [5.36%] Lord Abbett Affiliated I [2.79%] Lord Abbett Floating Rate I [1.87%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Lord Abbett Div Income Strategy B Fund (ISFBX)

  

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See more information on Lord Abbett Div Income Strategy B Fund (ISFBX)

• Lord Abbett Div Income Strategy B Fund Insights
• Lord Abbett Div Income Strategy B Fund Performance Data
• Lord Abbett Div Income Strategy B Fund News
• Lord Abbett Div Income Strategy B Fund Score Explaination
• Lord Abbett Div Income Strategy B Fund Manager Information
• Historic Lord Abbett Div Income Strategy B Fund Asset Allocation Report
• Historic Lord Abbett Div Income Strategy B Fund Top 10 Holding Tracking
• Historic Lord Abbett Div Income Strategy B Fund Asset Under Management Tracking