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Morningstar

Lord Abbett Short Duration High Yield R5 LSYTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 9.90  /  +0.02 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 8.27%
  • Effective Duration 2.56 years

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

Morningstar’s Analysis LSYTX

Will LSYTX 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 LSYTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSYTX 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 LSYTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lower volatility high-yield option

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Lord Abbett Short Duration High Yield's capable crew adopts a flexible approach, and keeping the fund's yield high is clearly a priority.

by Chiayi Tsui
Rated on Published on

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Portfolio Holdings LSYTX

More LSYTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Petsmart Inc / Petsmart Financial Corporation 7.75%

0.67 28.9 Mil
Corporate

Carnival Corporation 5.75%

0.60 25.8 Mil
Corporate

Crescent Energy Finance LLC 9.25%

0.59 25.4 Mil
Corporate

Rakuten Group Inc. 9.75%

0.57 24.5 Mil
Corporate

Barclays Capital

0.56 24.0 Mil
Cash and Equivalents

Gray Television, Inc. 7%

0.53 22.7 Mil
Corporate

Tibco Software Inc 6.5%

0.52 22.5 Mil
Corporate

Borr Ihc Ltd. 10%

0.51 21.8 Mil
Corporate

Tenneco Inc. 8%

0.49 21.1 Mil
Corporate

Equipmentshare Com Inc. 9%

0.49 20.9 Mil
Corporate