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Fund Intelligence | Best Managers | LLDYX Insights | LLDYX Score | LLDYX Performance | LLDYX Manager | LLDYX News | LLDYX Allocation | LLDYX Holdings Change

Mutual Fund Insights: Lord Abbett Short Duration Income I Fund (LLDYX)

In-depth Analysis of Lord Abbett Short Duration Income I Fund (LLDYX)

Mutual fund chart: Lord Abbett Short Duration Income I Fund (LLDYX)

3 months
6 months
1 year
3 year
5 year

See Lord Abbett Short Duration Income I Fund (LLDYX) performance details as of January 31, 2010

  

    Last Trade: $4.58 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - Robert A. Lee

Fund Manager Tenure: 12.5 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Lee,Partner and Director of Taxable Fixed Income, is a portfolio manager with Lord Abbett & Company, his employer since 1997.  Get more insights on Robert A. Lee

  

What we like about Lord Abbett Short Duration Income I Fund (LLDYX) What we like about Lord Abbett Short Duration Income I Fund (LLDYX)

Data for Lord Abbett Short Duration Income I Fund (LLDYX) as of January 31, 2010

  • Lord Abbett Short Duration Income I Fund (LLDYX) management has been with Lord Abbett Short Duration Income I Fund for 12.5 years
  • Lord Abbett Short Duration Income I Fund (LLDYX) has good short-term performance (1-year return 15.09% vs 9.51% Short-Term Bond category average)
  • Lord Abbett Short Duration Income I Fund (LLDYX) has good mid-term performance (3-year return 7.77% vs 3.73% Short-Term Bond category average)
  • Lord Abbett Short Duration Income I Fund (LLDYX) has good Long-term performance (5-year return 5.69% vs 3.49% Short-Term Bond category average)
  • Lord Abbett Short Duration Income I Fund (LLDYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Short Duration Income I Fund (LLDYX) has a Morningstar rating of 4 and above
  • Lord Abbett Short Duration Income I Fund (LLDYX) has a lower management fee than its Short-Term Bond average: 0.60% vs 0.92%
  • Lord Abbett Short Duration Income I Fund (LLDYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Lord Abbett Short Duration Income I Fund (LLDYX) What we are cautious about Lord Abbett Short Duration Income I Fund (LLDYX)

Data for Lord Abbett Short Duration Income I Fund (LLDYX) as of January 31, 2010

  • Lord Abbett Short Duration Income I Fund (LLDYX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.66 that is higher than category average of 3.36
See Lord Abbett Short Duration Income I Fund (LLDYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Short-Term Bond category?

Below are some additional Short-Term Bond mutual funds generated out of our database

  

Lord Abbett Short Duration Income I Fund (LLDYX) Net Asset

Track net asset change of Lord Abbett Short Duration Income I fund (LLDYX)

DateNet Asset
01/2010$98.47M
11/2009$65.73M
10/2009$51.00M
More historic net asset information on Lord Abbett Short Duration Income I Fund (LLDYX)

  

Lord Abbett Short Duration Income I Fund (LLDYX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Short Duration Income I fund (LLDYX)

DateCashStockBondOther
09/20094.38%0%94.97%0.66%
06/20095.37%0%94.02%0.61%
03/20098.11%0%90.22%1.67%
Click here to see more historic asset allocation information on Lord Abbett Short Duration Income I Fund (LLDYX)

  

Most Recent Top 10 Holdings in Lord Abbett Short Duration Income I Fund (LLDYX)

Discover what Lord Abbett Short Duration Income I Fund (LLDYX) manager is buying

30-Sep-09
US TREASURY NOTE [1.82%]
General Elec Cap 5.25% [1.36%]
SOUTHWEST AIRLS CO [1.14%]
Jp Morgan Com Mtg 2004-Ln2 CMO 4.475% [1.05%]
Ge Cap Cmbs 2001-3 CMO 6.07% [1.03%]
Bear Stearns Coml Mtg 2002-Tp6 CMO 6.46% [1%]
Banc Amer Cmbs 2002-Pb2 CMO 6.186% [0.98%]
Discover Card Mstr Tr I 2005-4 FRN [0.84%]
FNMA FRN [0.81%]
FHLMC FRN [0.78%]

30-Jun-09
US TREASURY NOTE [1.82%]
General Elec Cap 5.25% [1.36%]
SOUTHWEST AIRLS CO [1.14%]
Jp Morgan Com Mtg 2004-Ln2 CMO 4.475% [1.05%]
Ge Cap Cmbs 2001-3 CMO 6.07% [1.03%]
Bear Stearns Coml Mtg 2002-Tp6 CMO 6.46% [1%]
Banc Amer Cmbs 2002-Pb2 CMO 6.186% [0.98%]
Discover Card Mstr Tr I 2005-4 FRN [0.84%]
FNMA FRN [0.81%]
FHLMC FRN [0.78%]

31-Mar-09
General Elec Cap 5.25% [1.44%]
FNMA [1.42%]
Anheuser Busch Inbev Worldwide 144A 7.2% [1.16%]
Csfb Coml Mtg Ptc 2003-C4 CMO [1.07%]
Csfb Coml Mtg Ptc 2004-C1 CMO [1.05%]
Bear Stearns Cmbs 2006-Pwr14 CMO 5.044% [1.04%]
At&T Broadband 8.375% [0.97%]
Morgan Stanley 6% [0.95%]
FHLMC FRN [0.93%]
FNMA FRN [0.87%]
Click here for Stock Holding Change Map in Lord Abbett Short Duration Income I Fund (LLDYX)

  

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Latest News on Lord Abbett Short Duration Income I (LLDYX)

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