Lord Abbett Core Fixed Income C (LCRCX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Core Fixed Income C (LCRCX) Fund

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Fund Manager - Andrew A. OBrien

Fund Manager Information

Fund Manager Tenure: 20.7 years
Similar Funds: LCRAX  LCRBX  LCRFX  LCRPX  LCRQX  LCRRX  LCRYX 
Fund Family: Lord Abbett
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Lord Abbett Core Fixed Income C Fund (LCRCX) Profile

Fund Profile and Description

Lord Abbett Core Fixed Income C Fund seeks income and capital appreciation to produce a high total return. Lord Abbett Core Fixed Income C Fund normally invests in fixed income securities. It primarily invests in U.S. government, mortgage-related and investment grade debt securities. Lord Abbett Core Fixed Income C Fund expects to maintain its average duration range within two years of the bond market's duration as measured by the Barclays Capital U.S. Aggregate Bond Index (currently approximately four and one-half years).

 

 What we like about Lord Abbett Core Fixed Income C (LCRCX) Fund

Data for Lord Abbett Core Fixed Income C Fund (LCRCX) as of May 30, 2016

• Lord Abbett Core Fixed Income C Fund (LCRCX) management has been with Lord Abbett Core Fixed Income C Fund for 20.7 years
• Lord Abbett Core Fixed Income C Fund (LCRCX) ratio of up-years vs down years is greater than 2
• Lord Abbett Core Fixed Income C Fund (LCRCX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.73, lower than category average of 3.08

 What we are cautious about Lord Abbett Core Fixed Income C (LCRCX) Fund

Data for Lord Abbett Core Fixed Income C Fund (LCRCX) as of May 30, 2016

• Lord Abbett Core Fixed Income C Fund (LCRCX) has a less-than-ideal short-term performance (1-year return 1.15% vs 2.06% Intermediate-Term Bond category median performance)
• Lord Abbett Core Fixed Income C Fund (LCRCX) has a less-than-ideal mid-term performance (3-year return 1.73% vs 2.45% Intermediate-Term Bond category median performance)
• Lord Abbett Core Fixed Income C Fund (LCRCX) has a less-than-ideal Long-term performance (5-year return 2.61% vs 3.27% Intermediate-Term Bond category median performance)
• Lord Abbett Core Fixed Income C Fund (LCRCX) has a Morningstar rating of 3 and below
• Lord Abbett Core Fixed Income C Fund (LCRCX) is less safe compared to its Intermediate-Term Bond peers
• Lord Abbett Core Fixed Income C Fund (LCRCX) has an annual stock turnover rate of 493.56% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean Lord Abbett Core Fixed Income C is more nimble, but also signal potential high tax impact and high trading fees
• Lord Abbett Core Fixed Income C Fund (LCRCX) has a higher expense ratio of 1.28% than its Intermediate-Term Bond average of 0.81%
• Lord Abbett Core Fixed Income C Fund (LCRCX) carries a 1% load

See Lord Abbett Core Fixed Income C Fund (LCRCX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Lord Abbett Core Fixed Income C	2.96	1.15	1.73	2.61
DoubleLine Total Return Bond N (DLTNX)	1.96	2.45	2.98	4.59	Compare
Sterling Capital Total Return Bond I (BIBTX)	3.75	3.24	3.10	3.66	Compare
Touchstone Flexible Income Y (MXIIX)	3.01	3.85	3.80	4.64	Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Vanguard Intermediate-Term Bond ETF (BIV)	4.41%	3.91%	3.36%
Vanguard Total Bond Market ETF (BND)	3.37%	3.14%	2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)	2.02%	2.51%	2.99%
iShares MBS (MBB)	2.24%	2.43%	2.91%
iShares Interm Government/Credit Bd (GVI)	2.51%	2.14%	1.88%

 

Lord Abbett Core Fixed Income C (LCRCX) Fund Net Asset

Track net asset change of Lord Abbett Core Fixed Income C fund (LCRCX)

Date	Net Asset
05/2016	$1.40B
03/2016	$1.38B
02/2016	$1.38B

More historic net asset information on Lord Abbett Core Fixed Income C Fund (LCRCX)

  

Lord Abbett Core Fixed Income C (LCRCX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Core Fixed Income C fund (LCRCX)

Date	Cash	Stock	Bond	Other
03/2016	3.77%	0%	95.34%	0%
12/2015	1.82%	0%	98.18%	0%
09/2015	1.11%	0%	97.9%	0%

Click here to see more historic asset allocation information on Lord Abbett Core Fixed Income C Fund (LCRCX)

 

Top 10 Holdings in Lord Abbett Core Fixed Income C (LCRCX) Fund

Discover what Lord Abbett Core Fixed Income C Fund (LCRCX) manager is buying

Mar 30, 2016 US Treasury Note 1.25% [9.45%] US Treasury Note 0.875% [4.45%] FNMA 3.5% [3.99%] US Treasury Bond 3% [3.1%] Fannie Mae Single Family TBA 3% 2031-04-01 [2.73%] FNMA [2.59%] US Treasury Note 1.375% [1.78%]

Dec 30, 2015 US Treasury Note 1.25% [9.65%] US Treasury Note 0.875% [6.73%] US Treasury Note 1.625% [5.81%] FNMA 4.5% TBA [4.74%] FNMA [2.66%] FNMA 3.5% [2.63%] FHLMC 3.5% [2.27%] US Treasury Note 0.625% [2.15%] US Treasury Bond 3% [1.6%] US Treasury Bond 2.875% [1.58%]

Sep 29, 2015 US Treasury Note 1.375% [8.09%] US Treasury Note 0.875% [7.71%] US Treasury Note 1.25% [7.6%] Fannie Mae Single Family TBA 4.5% 2045-11-01 [5.24%] Fed Natl Mort Assc 3.5% [3.45%] US Treasury Bond 3% [3.06%] US Treasury Note 0.625% [2.38%] US Treasury Note 0.089% [2.23%] Fed Natl Mort Assc 3% [1.5%]

Click here for Stock Holding Change Map in Lord Abbett Core Fixed Income C Fund (LCRCX)

  

Latest News on Lord Abbett Core Fixed Income C (LCRCX) Fund

See what is happening with Lord Abbett Core Fixed Income C Fund (LCRCX)

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Popular pages on Lord Abbett Core Fixed Income C (LCRCX) Fund

• Lord Abbett Core Fixed Income C (LCRCX) Fund Research and Recommendation
• Lord Abbett Core Fixed Income C (LCRCX) Fund Performance Data
• Lord Abbett Core Fixed Income C (LCRCX) Fund Manager Information
• Historic Lord Abbett Core Fixed Income C (LCRCX) Fund Asset Allocation Report
• Historic Lord Abbett Core Fixed Income C (LCRCX) Fund Top 10 Holding Tracking
• Historic Lord Abbett Core Fixed Income C (LCRCX) Fund Asset Under Management Tracking