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Lord Abbett Total Return R2 (LTRQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Total Return R2 (LTRQX) Fund

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

 

Graph of Lord Abbett Total Return R2 Fund (LTRQX) ManagerFund Manager - Andrew A. OBrien

Fund Manager Information

Fund Manager Tenure: 12.2 years
Similar Funds: LTRAX  LTRBX  LTRCX  LTRFX  LTRPX  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 R2 Fund (LTRQX) ProfileLord Abbett Total Return R2 Fund (LTRQX) Profile

Fund Profile and Description

Lord Abbett Total Return R2 Fund seeks income and capital appreciation to produce a high total return. Lord Abbett Total Return R2 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 R2 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 R2 (LTRQX) Fund Strength What we like about Lord Abbett Total Return R2 (LTRQX) Fund

Data for Lord Abbett Total Return R2 Fund (LTRQX) as of May 30, 2016

  • Lord Abbett Total Return R2 Fund (LTRQX) management has been with Lord Abbett Total Return R2 Fund for 12.2 years
  • Lord Abbett Total Return R2 Fund (LTRQX) has good Long-term performance (5-year return 3.36% vs 3.27% Intermediate-Term Bond category median performance)
  • Asset base in Lord Abbett Total Return R2 Fund (LTRQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Total Return R2 Fund (LTRQX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.83, lower than category average of 3.08

Lord Abbett Total Return R2 Fund (LTRQX) Weakness What we are cautious about Lord Abbett Total Return R2 (LTRQX) Fund

Data for Lord Abbett Total Return R2 Fund (LTRQX) as of May 30, 2016

  • Lord Abbett Total Return R2 Fund (LTRQX) has a less-than-ideal short-term performance (1-year return 1.53% vs 2.06% Intermediate-Term Bond category median performance)
  • Lord Abbett Total Return R2 Fund (LTRQX) has a less-than-ideal mid-term performance (3-year return 2.18% vs 2.45% Intermediate-Term Bond category median performance)
  • Lord Abbett Total Return R2 Fund (LTRQX) ratio of up-years vs down years can be improved
  • Lord Abbett Total Return R2 Fund (LTRQX) has a Morningstar rating of 3 and below
  • Lord Abbett Total Return R2 Fund (LTRQX) is less safe compared to its Intermediate-Term Bond peers
  • Lord Abbett Total Return R2 Fund (LTRQX) 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 R2 is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Total Return R2 Fund (LTRQX) has a higher expense ratio of 1.08% than its Intermediate-Term Bond average of 0.81%
  • Even though Lord Abbett Total Return R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Total Return R2 Fund (LTRQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Total Return R2 Fund (LTRQX)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 R23.621.532.183.36
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 R2 Fund (LTRQX)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 R2 Fund (LTRQX) Net Asset TrackingLord Abbett Total Return R2 (LTRQX) Fund Net Asset

Track net asset change of Lord Abbett Total Return R2 fund (LTRQX)

DateNet Asset
05/2016$2.65B
03/2016$2.58B
02/2016$2.51B
More historic net asset information on Lord Abbett Total Return R2 Fund (LTRQX)

  

Graph of Lord Abbett Total Return R2 Fund (LTRQX) Portfolio TrackingLord Abbett Total Return R2 (LTRQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Total Return R2 fund (LTRQX)

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 R2 Fund (LTRQX)

 

graph of Lord Abbett Total Return R2 Fund (LTRQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Total Return R2 (LTRQX) Fund

Discover what Lord Abbett Total Return R2 Fund (LTRQX) 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 R2 Fund (LTRQX)

  

Latest News on Lord Abbett Total Return R2 (LTRQX) Fund

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Lord Abbett Total Return R2 Fund (LTRQX) Related ResourcesSee more information on Lord Abbett Total Return R2 (LTRQX) Fund

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