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Lord Abbett Investment Trust Core Fixed Income Fund Class I: (MF: LCRYX)
(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET
$9.35 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.14 | 40 |
| 3 months | 2.74 | 35 |
| 6 months | 2.63 | 48 |
| 1 Year | 3.69 | 67 |
| 3 Year | 3.43 | 71 |
| 5 Year | -0.23 | 74 |
| 10 Year | 1.88 | 71 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 18.45 |
| Bear Market (10/07 - 2/09) | 3.05 |
| Bull Market (2/09 - 3/21) | 73.00 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 6.40 |
| 5 Year | -0.18 |
| 10 Year | 1.79 |
| Since Inception | 4.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.74 | 1.18 | NA | NA |
| 2024 | -0.54 | 0.33 | 5.27 | -2.78 |
| 2023 | 3.16 | -0.89 | -2.84 | 6.71 |
| 2022 | -5.70 | -5.13 | -4.87 | 1.73 |
| 2021 | -2.57 | 1.95 | 0.03 | -0.18 |
| 2020 | 1.79 | 3.47 | 1.40 | 1.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.14 | 2.12 | 6.00 | -13.43 | -0.82 | 7.98 | 8.07 | -0.29 | 3.24 | 2.91 | -0.50 |
| % Total Return Rel to Index | 0.14 | 0.86 | 0.47 | -0.41 | 0.72 | 0.47 | -0.65 | -0.30 | -0.30 | 0.25 | -1.07 |
| % Total Return Rel to Peer | 0.14 | -1.74 | -0.39 | -3.91 | -1.49 | 2.04 | 0.09 | 0.85 | -0.76 | -2.22 | 1.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.29 | 0.43 | 0.42 | 0.30 | 0.15 | 0.22 | 0.30 | 0.34 | 0.24 | 0.27 | 0.26 |
| % Yield | 3.08 | 4.64 | 4.53 | 3.22 | 1.38 | 1.87 | 2.65 | 3.19 | 2.22 | 2.50 | 2.41 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| Expense Ratio | 0.31 | 0.32 | 0.32 | 0.33 | 0.34 | 0.35 | 0.40 | 0.39 | 0.46 | 0.46 | 0.46 |
* 1 = Top 20%, 5 = Bottom 20%