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Lord Abbett Short Duration Income B (LLTBX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Short Duration Income B (LLTBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Short Duration Income B Fund (LLTBX) ManagerFund Manager - Andrew A. OBrien

Fund Manager Information

Fund Manager Tenure: 11.7 years
Fund Family: Lord Abbett
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Lord Abbett Short Duration Income B Fund (LLTBX) ProfileLord Abbett Short Duration Income B Fund (LLTBX) Profile

Fund Profile and Description

Lord Abbett Short Duration Income B Fund seeks a high level of income consistent with preservation of capital. Lord Abbett Short Duration Income B Fund normally invests at least 65% of net assets in investment grade debt securities of various types. Such securities may include short duration investment grade corporate debt securities (including those issued by non-U.S. entities but denominated in U.S. dollars), U.S. Government securities and mortgage- and other asset-backed securities. Lord Abbett Short Duration Income B Fund may invest up to 35% of net assets in lower-rated debt securities, non-U.S. debt securities denominated in foreign currencies and floating or adjustable rate senior loans.

 

Lord Abbett Short Duration Income B (LLTBX) Fund Strength What we like about Lord Abbett Short Duration Income B (LLTBX) Fund

Data for Lord Abbett Short Duration Income B Fund (LLTBX) as of May 30, 2016

  • Lord Abbett Short Duration Income B Fund (LLTBX) management has been with Lord Abbett Short Duration Income B Fund for 11.7 years
  • Lord Abbett Short Duration Income B Fund (LLTBX) has good Long-term performance (5-year return 1.87% vs 1.38% Short-Term Bond category median performance)
  • Lord Abbett Short Duration Income B Fund (LLTBX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Short Duration Income B Fund (LLTBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Short Duration Income B Fund (LLTBX) has an annual stock turnover rate of 58.69% vs Short-Term Bond average of 64.39%. It is good that Lord Abbett Short Duration Income B management does not trade extensively for its return.

Lord Abbett Short Duration Income B Fund (LLTBX) Weakness What we are cautious about Lord Abbett Short Duration Income B (LLTBX) Fund

Data for Lord Abbett Short Duration Income B Fund (LLTBX) as of May 30, 2016

  • Lord Abbett Short Duration Income B Fund (LLTBX) has a less-than-ideal short-term performance (1-year return 0.38% vs 0.74% Short-Term Bond category median performance)
  • Lord Abbett Short Duration Income B Fund (LLTBX) has a less-than-ideal mid-term performance (3-year return 0.89% vs 0.93% Short-Term Bond category median performance)
  • Lord Abbett Short Duration Income B Fund (LLTBX) has a Morningstar rating of 3 and below
  • Lord Abbett Short Duration Income B Fund (LLTBX) is less safe compared to its Short-Term Bond peers
  • Lord Abbett Short Duration Income B Fund (LLTBX) is more volatile than its peers as it has a 3-year Standard Deviation of 1.52 that is higher than category average of 1.36
  • Lord Abbett Short Duration Income B Fund (LLTBX) has a higher expense ratio of 1.40% than its Short-Term Bond average of 0.80%
  • Lord Abbett Short Duration Income B Fund (LLTBX) carries a 5% load
See Lord Abbett Short Duration Income B Fund (LLTBX) performance details as of May 30, 2016

 

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Compare Lord Abbett Short Duration Income B Fund (LLTBX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Short Duration Income B1.800.380.891.87
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Lord Abbett Short Duration Income B Fund (LLTBX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of Lord Abbett Short Duration Income B Fund (LLTBX) Net Asset TrackingLord Abbett Short Duration Income B (LLTBX) Fund Net Asset

Track net asset change of Lord Abbett Short Duration Income B fund (LLTBX)

DateNet Asset
05/2016$35.16B
03/2016$34.12B
02/2016$33.52B
More historic net asset information on Lord Abbett Short Duration Income B Fund (LLTBX)

  

Graph of Lord Abbett Short Duration Income B Fund (LLTBX) Portfolio TrackingLord Abbett Short Duration Income B (LLTBX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Short Duration Income B fund (LLTBX)

DateCashStockBondOther
03/201611.2%0%86.48%2.28%
12/20159.08%0%88.87%2.02%
09/201510.31%0%87.95%1.51%
Click here to see more historic asset allocation information on Lord Abbett Short Duration Income B Fund (LLTBX)

 

graph of Lord Abbett Short Duration Income B Fund (LLTBX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Short Duration Income B (LLTBX) Fund

Discover what Lord Abbett Short Duration Income B Fund (LLTBX) manager is buying

Mar 30, 2016
US Treasury Note 0.875% [1.39%]
Hbos Plc Sub Mtn 144a 144A 6.75% [0.82%]
Air Lease 5.625% [0.79%]
Denali Borrower Llc / Denali 144A 5.625% [0.66%]
Wachovia Cmbs 2007-C31 CMO [0.64%]
Bamll Coml Mtg Tr 2014-Ip CMO [0.64%]
Forest Labs 144A 4.375% [0.62%]
Lccm Mtg Tr 2014-Pkmd CMO [0.58%]
Ml-Cfc Coml Mtg Tr 2007-5 CMO 5.419% [0.5%]
Hiland Partners Lp / Fin 144A 7.25% [0.49%]

Dec 30, 2015
US Treasury Note 0.875% [1.4%]
Air Lease 5.625% [0.81%]
Hbos Plc Sub Mtn 144a 144A 6.75% [0.75%]
Wachovia Cmbs 2007-C31 CMO [0.66%]
Bamll Coml Mtg Tr 2014-Ip CMO [0.65%]
Denali Borrower Llc / Denali 144A 5.625% [0.64%]
Forest Labs 144A 4.375% [0.6%]
Lccm Mtg Tr 2014-Pkmd CMO [0.58%]
Ml-Cfc Coml Mtg Tr 2007-5 CMO 5.419% [0.52%]
Hiland Partners Lp / Fin 144A 7.25% [0.48%]

Sep 29, 2015
Air Lease 5.625% [0.78%]
Hbos Plc Sub Mtn 144a 144A 6.75% [0.73%]
Omega Healthcare Invs 6.75% [0.69%]
Host Hotels & Resorts 6% [0.64%]
Wachovia Cmbs 2007-C31 CMO [0.64%]
Bamll Coml Mtg Tr 2014-Ip CMO [0.63%]
Denali Borrower Llc / Denali 144A 5.625% [0.61%]
Forest Labs 144A 4.375% [0.56%]
Lccm Mtg Tr 2014-Pkmd CMO [0.56%]
Ml-Cfc Coml Mtg Tr 2007-5 CMO 5.419% [0.5%]
Click here for Stock Holding Change Map in Lord Abbett Short Duration Income B Fund (LLTBX)

  

Latest News on Lord Abbett Short Duration Income B (LLTBX) Fund

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