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Lord Abbett Total Return A (LTRAX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Total Return A (LTRAX) Fund

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

 

Graph of Lord Abbett Total Return A Fund (LTRAX) ManagerFund Manager - Andrew A. OBrien

Fund Manager Information

Fund Manager Tenure: 12.2 years
Similar Funds: LTRBX  LTRCX  LTRFX  LTRPX  LTRQX  LTRRX  LTRYX 
Fund Family: Lord Abbett
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Lord Abbett Total Return A Fund (LTRAX) ProfileLord Abbett Total Return A Fund (LTRAX) Profile

Fund Profile and Description

Lord Abbett Total Return A Fund seeks income and capital appreciation to produce a high total return. Lord Abbett Total Return A Fund invests primarily in investment grade debt securities and high-yield debt securities. It may invest no more than 20% of net assets in high-yield debt securities. Lord Abbett Total Return A Fund may also invest in debt securities issued by non-U.S. entities but denominated in U.S. dollar, and securities issued by non-U.S. entities and denominated in currencies other than the U.S. dollar. It may invest no more than 20% of net assets in debt securities that are denominated in foreign currencies.

 

Lord Abbett Total Return A (LTRAX) Fund Strength What we like about Lord Abbett Total Return A (LTRAX) Fund

Data for Lord Abbett Total Return A Fund (LTRAX) as of May 30, 2016

  • Lord Abbett Total Return A Fund (LTRAX) management has been with Lord Abbett Total Return A Fund for 12.2 years
  • Lord Abbett Total Return A Fund (LTRAX) has good mid-term performance (3-year return 2.59% vs 2.45% Intermediate-Term Bond category median performance)
  • Lord Abbett Total Return A Fund (LTRAX) has good Long-term performance (5-year return 3.75% vs 3.27% Intermediate-Term Bond category median performance)
  • Lord Abbett Total Return A Fund (LTRAX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Total Return A Fund (LTRAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Total Return A Fund (LTRAX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.86, lower than category average of 3.08
  • Lord Abbett Total Return A Fund (LTRAX) has a lower expense ratio than its Intermediate-Term Bond average: 0.68% vs 0.81%

Lord Abbett Total Return A Fund (LTRAX) Weakness What we are cautious about Lord Abbett Total Return A (LTRAX) Fund

Data for Lord Abbett Total Return A Fund (LTRAX) as of May 30, 2016

  • Lord Abbett Total Return A Fund (LTRAX) has a less-than-ideal short-term performance (1-year return 1.93% vs 2.06% Intermediate-Term Bond category median performance)
  • Lord Abbett Total Return A Fund (LTRAX) has a Morningstar rating of 3 and below
  • Lord Abbett Total Return A Fund (LTRAX) has an annual stock turnover rate of 433.71% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean Lord Abbett Total Return A is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Total Return A Fund (LTRAX) carries a 2.25% load
See Lord Abbett Total Return A Fund (LTRAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Total Return A Fund (LTRAX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Total Return A3.791.932.593.75
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Lord Abbett Total Return A Fund (LTRAX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree 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%

 

Graph of Lord Abbett Total Return A Fund (LTRAX) Net Asset TrackingLord Abbett Total Return A (LTRAX) Fund Net Asset

Track net asset change of Lord Abbett Total Return A fund (LTRAX)

DateNet Asset
05/2016$2.65B
03/2016$2.58B
02/2016$2.51B
More historic net asset information on Lord Abbett Total Return A Fund (LTRAX)

  

Graph of Lord Abbett Total Return A Fund (LTRAX) Portfolio TrackingLord Abbett Total Return A (LTRAX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Total Return A fund (LTRAX)

DateCashStockBondOther
03/20163.61%0%95.22%0.06%
12/20151.28%0%97.62%0.06%
09/20150.99%0%97.72%0.06%
Click here to see more historic asset allocation information on Lord Abbett Total Return A Fund (LTRAX)

 

graph of Lord Abbett Total Return A Fund (LTRAX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Total Return A (LTRAX) Fund

Discover what Lord Abbett Total Return A Fund (LTRAX) manager is buying

Mar 30, 2016
US Treasury Note 1.25% [7.22%]
FNMA 3.5% [2.45%]
Fannie Mae Single Family TBA 3% 2031-04-01 [2.26%]
US Treasury Note 0.875% [2.14%]
FNMA [1.96%]
US Treasury Bond 3% [1.44%]

Dec 30, 2015
US Treasury Note 1.25% [8.28%]
US Treasury Note 1.625% [5.91%]
FNMA 4.5% TBA [4.74%]
US Treasury Note 0.875% [3.82%]
FNMA [2.88%]
FHLMC 3.5% [2.4%]
US Treasury Note 0.625% [2.31%]
US Treasury Bond 3% [2.07%]
FNMA 3.5% [1.77%]
US Treasury Note 1.375% [1.63%]

Sep 29, 2015
US Treasury Note 1.375% [7.51%]
US Treasury Note 1.25% [6.28%]
Fannie Mae Single Family TBA 4.5% 2045-11-01 [4.78%]
US Treasury Note 0.875% [4.12%]
Fed Natl Mort Assc 3.5% [2.59%]
US Treasury Bond 3% [2.53%]
US Treasury Note 0.625% [2.33%]
Fannie Mae Single Family TBA 3% 2045-11-01 [1.44%]
Fed Natl Mort Assc 3% [1.1%]
Click here for Stock Holding Change Map in Lord Abbett Total Return A Fund (LTRAX)

  

Latest News on Lord Abbett Total Return A (LTRAX) Fund

See what is happening with Lord Abbett Total Return A Fund (LTRAX)

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Lord Abbett Total Return A Fund (LTRAX) Related ResourcesSee more information on Lord Abbett Total Return A (LTRAX) Fund

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