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Morningstar

Lord Abbett Climate Focused Bond R6 CFBUX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 8.35  /  +0.13 %
  • Total Assets 20.9 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.12%
  • Effective Duration 6.08 years

USD | NAV as of Jul 24, 2024 | 1-Day Return as of Jul 24, 2024, 12:26 AM GMT+0

Morningstar’s Analysis CFBUX

Will CFBUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFBUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFBUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFBUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Climate Focused Bond R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFBUX

More CFBUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

3.55 719,159
Government

Germany (Federal Republic Of) 3.25%

2.72 550,287
Government

Central Japan Railway Co. 2.2%

1.95 394,787
Corporate

Germany (Federal Republic Of) 0%

1.45 294,040
Government

Transport For London 2.13%

1.22 247,944
Government

United States Treasury Bonds 4.25%

1.20 243,933
Government

Severn Trent Utilities Finance PLC 4.63%

1.17 236,100
Corporate

United Kingdom of Great Britain and Northern Ireland 0.88%

1.14 230,637
Government

France (Republic Of) 1.75%

1.09 221,470
Government

JPMorgan Chase & Co. 0.77%

1.08 218,908
Corporate