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

Mutual Fund Insights: Lord Abbett Short Duration Income C Fund (LDLAX)

In-depth Analysis of Lord Abbett Short Duration Income C Fund (LDLAX)

Mutual fund chart: Lord Abbett Short Duration Income C Fund (LDLAX)

3 months
6 months
1 year
3 year
5 year

See Lord Abbett Short Duration Income C Fund (LDLAX) performance details as of February 28, 2010

  

    Last Trade: $4.62 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Robert A. Lee

Fund Manager Tenure: 12.2 years   [Similar Funds: LDLFX ]
Fundmojo Fund Grade: A (Score: 0.75)     (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 C Fund (LDLAX) What we like about Lord Abbett Short Duration Income C Fund (LDLAX)

Data for Lord Abbett Short Duration Income C Fund (LDLAX) as of February 28, 2010

  • Lord Abbett Short Duration Income C Fund (LDLAX) management has been with Lord Abbett Short Duration Income C Fund for 12.2 years
  • Lord Abbett Short Duration Income C Fund (LDLAX) has good short-term performance (1-year return 15.39% vs 10.21 % Short-Term Bond category average)
  • Lord Abbett Short Duration Income C Fund (LDLAX) has good mid-term performance (3-year return 6.45% vs 3.54 % Short-Term Bond category average)
  • Lord Abbett Short Duration Income C Fund (LDLAX) has good Long-term performance (5-year return 4.72% vs 3.57 % Short-Term Bond category average)
  • Lord Abbett Short Duration Income C Fund (LDLAX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Short Duration Income C Fund (LDLAX) has a Morningstar rating of 4 and above

  

What we are cautious about Lord Abbett Short Duration Income C Fund (LDLAX) What we are cautious about Lord Abbett Short Duration Income C Fund (LDLAX)

Data for Lord Abbett Short Duration Income C Fund (LDLAX) as of February 28, 2010

  • Lord Abbett Short Duration Income C Fund (LDLAX) is less safe compared to its Short-Term Bond peers
  • Lord Abbett Short Duration Income C Fund (LDLAX) has an annual stock turnover rate of 162.91% that is higher than the Short-Term Bond average of 113.38%. This could mean Lord Abbett Short Duration Income C is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Short Duration Income C Fund (LDLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.64 that is higher than category average of 3.34
  • Lord Abbett Short Duration Income C Fund (LDLAX) has a higher management fee of 1.48% than its Short-Term Bond average of 0.91%
  • Lord Abbett Short Duration Income C Fund (LDLAX) carries a 1% load
See Lord Abbett Short Duration Income C Fund (LDLAX) performance details as of February 28, 2010

  

  

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Lord Abbett Short Duration Income C Fund (LDLAX) Net Asset

Track net asset change of Lord Abbett Short Duration Income C fund (LDLAX)

DateNet Asset
02/2010$5.61B
01/2010$1.49B
11/2009$1.15B
More historic net asset information on Lord Abbett Short Duration Income C Fund (LDLAX)

  

Lord Abbett Short Duration Income C Fund (LDLAX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Short Duration Income C fund (LDLAX)

DateCashStockBondOther
09/20094.38%0%94.97%0.66%
06/20095.37%0%94.02%0.61%
05/20095.98%0%104.73%0.71%
Click here to see more historic asset allocation information on Lord Abbett Short Duration Income C Fund (LDLAX)

  

Most Recent Top 10 Holdings in Lord Abbett Short Duration Income C Fund (LDLAX)

Discover what Lord Abbett Short Duration Income C Fund (LDLAX) 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-May-09
Ge Cap Cmbs 2001-3 CMO 6.07% [1.3%]
SOUTHWEST AIRLS CO [1.05%]
Banc Amer Cmbs 2002-Pb2 CMO 6.186% [1%]
FHLMC FRN [0.98%]
Bk Of Amer Fdic Gtd Tlgp 2.1% [0.92%]
Goldman Sachs Gp Inc Fdic Tlgp 1.625% [0.92%]
General Elec Cap 5.25% [0.89%]
Citibank N A Fdic Tlgp 1.875% [0.87%]
GENERAL ELEC CAP [0.84%]
European Invt Bk 3.125% [0.84%]
Click here for Stock Holding Change Map in Lord Abbett Short Duration Income C Fund (LDLAX)

  

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Latest News on Lord Abbett Short Duration Income C (LDLAX)

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