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Lord Abbett Investment Trust Short Duration Income Fd Cl C: (MF: LDLAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$3.85 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in November 1993 and is managed by Lords Abbett and Co. The fund's objective is to seek a high level of income from a portfolio consisting primarily of limited duration U.S. government securities. The fund invests in short and intermediate duration U.S. government securities, which the fund expects will produce high level of income with reasonable risks. The fund invests at least 80% of its net assets, plus the amount of any borrowing for investment purpose in direct obligations by the U.S. Treasury and certain obligations issued or guaranteed by U.S. government agencies and instrumentalities ( including mortgage-related securities). The fund offers dividends monthly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income C | LDLAX | NA | NA | 1.00 | 0.84 | 0.25 | 1.21 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income A | LALDX | 3.84 | 11/4/1993 | 1.17 | 4.55 | 0.63 | 1.62 |
| Lord Abbett Short Duration Income C | LDLAX | 3.85 | 7/15/1996 | 1.03 | 3.91 | -0.06 | 1.00 |
| Lord Abbett Short Duration Inc I | LLDYX | 3.84 | 10/25/2005 | 1.18 | 4.75 | 0.69 | 1.78 |
| Lord Abbett Short Duration Inc F | LDLFX | 3.84 | 9/28/2007 | 1.17 | 4.65 | 0.67 | 1.68 |
| Lord Abbett Short Duration Inc R3 | LDLRX | 3.85 | 7/22/2009 | 1.10 | 4.23 | 0.26 | 1.38 |
| Lord Abbett Short Duration Inc R2 | LDLQX | 3.84 | 7/22/2009 | 1.07 | 4.13 | 0.16 | 1.28 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Lord Abbett Short Duration Income C | LDLAX | 1500 | 0 | 0 | M |
Contact Information
| Family | Lord Abbett |
| Address | 90 Hudson St 10th Flr Jersey City, NJ 07302 |
| Phone | 888 522-2388 |