LORD ABBETT BOND DEBENTURE FUND INC
Fund
LBNSX
Price as of:
$7.22
+ $0.01
+ 0.14%
Primary Theme
fund company
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
1.6%
1 yr return
8.0%
3 Yr Avg Return
7.2%
5 Yr Avg Return
1.9%
Net Assets
$23.3 B
Holdings in Top 10
15.0%
52 WEEK LOW AND HIGH
$7.2
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 1.01%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 81.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
LBNSX - Profile
Distributions
- YTD Total Return 1.6%
- 3 Yr Annualized Total Return 7.2%
- 5 Yr Annualized Total Return 1.9%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 3.15%
- Dividend Yield 6.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameLORD ABBETT BOND DEBENTURE FUND INC
-
Fund Family NameLORDABBETT
-
Inception DateApr 04, 2017
-
Shares OutstandingN/A
-
Share ClassR4
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerChristopher Gizzo
Fund Description
p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"To pursue its objective, under normal conditions, the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds, debentures and other fixed income securities. The Fund may invest a substantial portion of its net assets in high-yield securities (commonly referred to as “below investment grade” or “junk” bonds). High-yield securities are debt securities that are rated BB/Ba or lower by an independent rating agency, or are unrated but determined by Lord, Abbett amp; Co. LLC (“Lord Abbett”) to be of comparable quality. /pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"The Fund’s investments consist of the following types of securities and other financial instruments:/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"U.S. high-yield securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"U.S. investment grade fixed income securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"convertible securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"foreign (including emerging market) securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"mortgage-backed, mortgage-related, and other asset backed securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"government securities, including U.S. Government securities, municipal securities, and non-U.S. sovereign government securities;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"loans, including bridge loans, novations, assignments and participations;/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"structured securities and other hybrid instruments, including collateralized loan obligations (“CLOs”);/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"inflation-linked instruments; and/span/pp style="font-size:10.0pt; font-family:Serif; text-align:left; text-indent:-7.2pt; font-weight:normal; margin-left:18.0pt; font-style:normal;"span style="font-size:10.0pt; font-family:Symbol; font-style:normal; font-weight:normal; text-decoration:none;"·/spanspan style="word-spacing:4.6pt;" /spanspan style="font-size:10.0pt; font-family:Serif; font-style:normal; font-weight:normal; text-decoration:none;"equity securities./span/pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"Under normal conditions, the Fund allocates its assets principally among fixed income securities in the following four asset categories: U.S. high yield securities; U.S. investment grade fixed income securities; convertible securities; and foreign (including emerging market) securities. However, the Fund may invest substantially all of its assets in any one of these categories at any time, provided that (i) at least 20% of the Fund’s net assets are invested in any combination of investment grade debt securities, U.S. Government securities, and cash equivalents, and (ii) the Fund’s investments in foreign securities, which are securities of non-U.S. issuers that are denominated in non-U.S. currencies, do not exceed 20% of its net assets./pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"The Fund may invest up to 20% of its net assets in equity securities, including common stocks, preferred stocks, convertible preferred stocks, and similar instruments. The Fund may invest up to 15% of its net assets in floating or adjustable rate loans, including bridge loans, novations, assignments, and participations. /pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"The Fund may use derivatives to hedge against risk or to gain investment exposure. Currently, the Fund expects to invest in derivatives consisting principally of futures, forwards, options, and swaps. The Fund may use derivatives to seek to enhance returns, to attempt to hedge some of its investment risk, to manage portfolio duration, as a substitute for holding the underlying asset on which the derivative instrument is based, or for cash management purposes. For example, the Fund may invest in or sell short U.S. Treasury futures, securities index futures, other futures, and/or currency forwards to adjust the Fund’s exposure to the direction of interest rates, or for other portfolio management reasons./pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"The portfolio management team selects securities using a bottom-up analysis of an issuer’s management quality, credit risk, and relative market position, and industry dynamics, as well as an evaluation of conditions within the broader economy. The portfolio management team attempts to reduce risk through portfolio diversification, credit analysis, and attention to current developments and trends in interest rates and economic conditions. /pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"The Fund may sell a security when the Fund believes the security is less likely to benefit from the current market and economic environment, or shows signs of deteriorating fundamentals, among other reasons. The Fund may deviate from the investment strategy described above for temporary defensive purposes. The Fund /pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; font-weight:normal; text-decoration:none;"may miss certain investment opportunities if defensive strategies are used and thus may not achieve its investment objective./p
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LBNSX - Performance
Return Ranking - Trailing
| Period | LBNSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 1.6% | -7.0% | 6.4% | 27.35% |
| 1 Yr | 8.0% | -11.7% | 19.2% | 13.01% |
| 3 Yr | 7.2%* | -6.0% | 14.9% | 36.57% |
| 5 Yr | 1.9%* | -8.0% | 12.2% | 72.32% |
| 10 Yr | 3.0%* | -1.0% | 11.3% | 71.13% |
* Annualized
Return Ranking - Calendar
| Period | LBNSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 2.2% | -21.9% | 12.9% | 43.75% |
| 2024 | 0.7% | -17.6% | 5.4% | 39.97% |
| 2023 | 1.4% | -12.0% | 8.9% | 69.74% |
| 2022 | -16.6% | -31.8% | 18.4% | 82.09% |
| 2021 | -0.5% | -16.2% | 25.7% | 30.47% |
Total Return Ranking - Trailing
| Period | LBNSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 1.6% | -7.0% | 6.4% | 27.35% |
| 1 Yr | 8.0% | -11.7% | 19.2% | 13.01% |
| 3 Yr | 7.2%* | -6.0% | 14.9% | 36.57% |
| 5 Yr | 1.9%* | -8.0% | 12.2% | 72.32% |
| 10 Yr | 3.0%* | -1.0% | 11.3% | 71.13% |
* Annualized
Total Return Ranking - Calendar
| Period | LBNSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 9.0% | -9.2% | 20.9% | 27.47% |
| 2024 | 7.2% | -11.7% | 18.6% | 32.24% |
| 2023 | 6.7% | -6.5% | 22.2% | 74.34% |
| 2022 | -12.8% | -23.0% | 21.1% | 86.82% |
| 2021 | 3.5% | -7.8% | 49.9% | 26.97% |
NAV & Total Return History
LBNSX - Holdings
Concentration Analysis
| LBNSX | Category Low | Category High | LBNSX % Rank | |
|---|---|---|---|---|
| Net Assets | 23.3 B | 2.65 M | 226 B | 3.56% |
| Number of Holdings | 975 | 4 | 10796 | 33.22% |
| Net Assets in Top 10 | 3.42 B | -204 M | 91.6 B | 6.48% |
| Weighting of Top 10 | 14.96% | 5.1% | 105.1% | 76.38% |
Top 10 Holdings
- Uniform Mortgage-Backed Security, TBA 2.75%
- RBC CAPITAL MARKETS REPO 2.26%
- Uniform Mortgage-Backed Security, TBA 2.01%
- Uniform Mortgage-Backed Security, TBA 1.77%
- Fidelity Investments Money Market Government Portfolio 1.56%
- LORD ABBETT PVT CR FUND 1 LP 1.55%
- Uniform Mortgage-Backed Security, TBA 1.01%
- Mexican Bonos 0.73%
- Uniform Mortgage-Backed Security, TBA 0.73%
- American Airlines Inc/AAdvantage Loyalty IP Ltd 0.58%
Asset Allocation
| Weighting | Return Low | Return High | LBNSX % Rank | |
|---|---|---|---|---|
| Bonds | 99.77% | -5.04% | 180.51% | 19.44% |
| Stocks | 6.84% | -7.68% | 100.00% | 19.77% |
| Other | 5.06% | -37.46% | 104.06% | 47.51% |
| Cash | 1.73% | -94.66% | 98.41% | 74.92% |
| Convertible Bonds | 1.11% | 0.00% | 33.50% | 51.97% |
| Preferred Stocks | 0.04% | 0.00% | 12.59% | 46.18% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | LBNSX % Rank | |
|---|---|---|---|---|
| Consumer Defense | 24.07% | 0.00% | 99.97% | 4.64% |
| Energy | 22.71% | 0.00% | 100.00% | 36.84% |
| Basic Materials | 21.61% | 0.00% | 47.39% | 3.41% |
| Utilities | 12.80% | 0.00% | 100.00% | 16.10% |
| Consumer Cyclical | 7.81% | 0.00% | 33.03% | 17.65% |
| Healthcare | 7.68% | 0.00% | 18.60% | 17.65% |
| Real Estate | 3.32% | 0.00% | 100.00% | 34.67% |
| Technology | 0.00% | 0.00% | 28.30% | 73.68% |
| Industrials | 0.00% | 0.00% | 100.00% | 83.59% |
| Financial Services | 0.00% | 0.00% | 100.00% | 82.97% |
| Communication Services | 0.00% | 0.00% | 100.00% | 77.09% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | LBNSX % Rank | |
|---|---|---|---|---|
| US | 5.85% | -7.68% | 100.00% | 19.44% |
| Non US | 0.99% | -0.02% | 23.24% | 5.48% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | LBNSX % Rank | |
|---|---|---|---|---|
| Corporate | 68.57% | 0.00% | 96.66% | 10.82% |
| Government | 14.54% | 0.00% | 99.43% | 43.30% |
| Securitized | 14.17% | 0.00% | 99.65% | 59.28% |
| Municipal | 2.62% | 0.00% | 54.26% | 5.33% |
| Cash & Equivalents | 1.73% | 0.00% | 98.41% | 68.50% |
| Derivative | -0.20% | -29.08% | 11.34% | 80.50% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | LBNSX % Rank | |
|---|---|---|---|---|
| US | 96.99% | -5.04% | 162.24% | 16.94% |
| Non US | 2.78% | 0.00% | 67.48% | 47.84% |
LBNSX - Expenses
Operational Fees
| LBNSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.01% | 0.14% | 9.86% | 58.28% |
| Management Fee | 0.42% | 0.00% | 2.29% | 14.14% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 44.17% |
| Administrative Fee | 0.04% | 0.00% | 0.70% | 10.89% |
Sales Fees
| LBNSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 1.50% | N/A |
Trading Fees
| LBNSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| LBNSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 81.00% | 0.00% | 632.00% | 53.43% |
LBNSX - Distributions
Dividend Yield Analysis
| LBNSX | Category Low | Category High | LBNSX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 6.03% | 0.00% | 23.30% | 41.71% |
Dividend Distribution Analysis
| LBNSX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
| LBNSX | Category Low | Category High | LBNSX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 3.15% | -1.55% | 11.51% | 43.41% |
Capital Gain Distribution Analysis
| LBNSX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Apr 30, 2026 | $0.036 | OrdinaryDividend |
| Mar 31, 2026 | $0.037 | OrdinaryDividend |
| Feb 28, 2026 | $0.037 | OrdinaryDividend |
| Jan 31, 2026 | $0.037 | OrdinaryDividend |
| Dec 31, 2025 | $0.035 | OrdinaryDividend |
| Nov 30, 2025 | $0.035 | OrdinaryDividend |
| Oct 31, 2025 | $0.036 | OrdinaryDividend |
| Sep 30, 2025 | $0.035 | OrdinaryDividend |
| Aug 31, 2025 | $0.036 | OrdinaryDividend |
| Jul 31, 2025 | $0.036 | OrdinaryDividend |
| Jun 30, 2025 | $0.035 | OrdinaryDividend |
| May 31, 2025 | $0.036 | OrdinaryDividend |
| Apr 30, 2025 | $0.036 | OrdinaryDividend |
| Mar 31, 2025 | $0.036 | OrdinaryDividend |
| Feb 28, 2025 | $0.037 | OrdinaryDividend |
| Jan 31, 2025 | $0.036 | OrdinaryDividend |
| Dec 31, 2024 | $0.036 | OrdinaryDividend |
| Nov 30, 2024 | $0.034 | OrdinaryDividend |
| Oct 31, 2024 | $0.034 | OrdinaryDividend |
| Sep 30, 2024 | $0.035 | OrdinaryDividend |
| Aug 31, 2024 | $0.035 | OrdinaryDividend |
| Jul 31, 2024 | $0.035 | OrdinaryDividend |
| Jun 30, 2024 | $0.035 | OrdinaryDividend |
| Apr 30, 2024 | $0.035 | OrdinaryDividend |
| Mar 31, 2024 | $0.034 | OrdinaryDividend |
| Feb 29, 2024 | $0.033 | OrdinaryDividend |
| Jan 31, 2024 | $0.034 | OrdinaryDividend |
| Dec 31, 2023 | $0.033 | OrdinaryDividend |
| Nov 30, 2023 | $0.031 | OrdinaryDividend |
| Oct 31, 2023 | $0.032 | OrdinaryDividend |
| Sep 30, 2023 | $0.031 | OrdinaryDividend |
| Aug 31, 2023 | $0.031 | OrdinaryDividend |
| Jul 31, 2023 | $0.030 | OrdinaryDividend |
| Jun 30, 2023 | $0.029 | OrdinaryDividend |
| May 31, 2023 | $0.029 | OrdinaryDividend |
| Apr 30, 2023 | $0.029 | OrdinaryDividend |
| Mar 31, 2023 | $0.030 | OrdinaryDividend |
| Feb 28, 2023 | $0.028 | OrdinaryDividend |
| Jan 31, 2023 | $0.027 | OrdinaryDividend |
| Dec 31, 2022 | $0.027 | OrdinaryDividend |
| Nov 30, 2022 | $0.027 | OrdinaryDividend |
| Oct 31, 2022 | $0.024 | OrdinaryDividend |
| Sep 30, 2022 | $0.025 | OrdinaryDividend |
| Aug 31, 2022 | $0.031 | OrdinaryDividend |
| Jul 29, 2022 | $0.029 | OrdinaryDividend |
| Jul 28, 2022 | $0.013 | CapitalGainShortTerm |
| Jun 30, 2022 | $0.028 | OrdinaryDividend |
| May 31, 2022 | $0.032 | OrdinaryDividend |
| Apr 30, 2022 | $0.026 | OrdinaryDividend |
| Mar 31, 2022 | $0.027 | OrdinaryDividend |
| Feb 28, 2022 | $0.023 | OrdinaryDividend |
| Jan 31, 2022 | $0.022 | OrdinaryDividend |
| Dec 31, 2021 | $0.022 | OrdinaryDividend |
| Dec 17, 2021 | $0.030 | CapitalGainShortTerm |
| Nov 30, 2021 | $0.024 | OrdinaryDividend |
| Oct 31, 2021 | $0.023 | OrdinaryDividend |
| Sep 30, 2021 | $0.023 | OrdinaryDividend |
| Aug 31, 2021 | $0.023 | OrdinaryDividend |
| Jul 31, 2021 | $0.023 | OrdinaryDividend |
| Jun 30, 2021 | $0.024 | OrdinaryDividend |
| May 31, 2021 | $0.024 | OrdinaryDividend |
| Apr 30, 2021 | $0.023 | OrdinaryDividend |
| Mar 31, 2021 | $0.023 | OrdinaryDividend |
| Feb 28, 2021 | $0.024 | OrdinaryDividend |
| Jan 31, 2021 | $0.021 | OrdinaryDividend |
| Dec 31, 2020 | $0.022 | OrdinaryDividend |
| Nov 30, 2020 | $0.026 | OrdinaryDividend |
| Oct 30, 2020 | $0.024 | OrdinaryDividend |
| Sep 30, 2020 | $0.024 | OrdinaryDividend |
| Aug 31, 2020 | $0.025 | OrdinaryDividend |
| Jul 31, 2020 | $0.025 | OrdinaryDividend |
| Jun 30, 2020 | $0.027 | OrdinaryDividend |
| May 29, 2020 | $0.028 | OrdinaryDividend |
| Apr 30, 2020 | $0.028 | OrdinaryDividend |
| Mar 31, 2020 | $0.028 | OrdinaryDividend |
| Feb 28, 2020 | $0.025 | OrdinaryDividend |
| Jan 31, 2020 | $0.026 | OrdinaryDividend |
| Dec 31, 2019 | $0.025 | OrdinaryDividend |
| Nov 29, 2019 | $0.025 | OrdinaryDividend |
| Oct 31, 2019 | $0.025 | OrdinaryDividend |
| Sep 30, 2019 | $0.026 | OrdinaryDividend |
| Aug 30, 2019 | $0.027 | OrdinaryDividend |
| Jul 31, 2019 | $0.027 | OrdinaryDividend |
| Dec 18, 2018 | $0.084 | CapitalGainLongTerm |
| Jul 31, 2018 | $0.040 | CapitalGainShortTerm |
| Dec 15, 2017 | $0.049 | CapitalGainShortTerm |
| Jul 31, 2015 | $0.003 | CapitalGainShortTerm |
| Jul 31, 2015 | $0.056 | CapitalGainLongTerm |
LBNSX - Fund Manager Analysis
Managers
Christopher Gizzo
Start Date
Tenure
Tenure Rank
Dec 31, 2013
8.42
8.4%
Christopher J. Gizzo, Portfolio Manager, has joined Lord Abbett in 2008.
Robert Lee
Start Date
Tenure
Tenure Rank
Dec 31, 2013
8.42
8.4%
Robert A. Lee is a Partner and Chief Investment Officer at the Lord Abbett & Company. Mr. Lee joined Lord Abbett in 1997 and was named Partner in 2002. His prior experience includes: Portfolio Manager and Vice President at ARM Capital Advisors; Assistant Portfolio Manager and Assistant Vice President at Kidder Peabody Asset Management; and Fixed Income Research Analyst at The First Boston Corporation. Mr. Lee received a BS from the University of Pennsylvania. He has been in the investment business since 1991.
Steven Rocco
Start Date
Tenure
Tenure Rank
Oct 01, 2014
7.67
7.7%
Mr. Rocco is Partner and Director of Taxable Fixed Income of Lord Abbett. Mr. Rocco is a lead portfolio manager for the high yield fixed income strategy and also contributes as portfolio manager to the multi-sector fixed-income strategy. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Mr. Rocco joined Lord Abbett as an associate portfolio manager and then transitioned to lead portfolio manager for our short duration and corporate bond strategies. He was previously a Consultant at FactSet. Mr. Rocco received a BA from Cornell University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 2001.
Andrew O'Brien
Start Date
Tenure
Tenure Rank
Dec 31, 2014
7.42
7.4%
Mr. O’Brien is a lead portfolio manager for the taxable fixed income strategies. Mr. O’Brien joined Lord Abbett in 1998 and was named Partner in 2008. Mr. O’Brien received a BA from Princeton University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1998.
Kewjin Yuoh
Start Date
Tenure
Tenure Rank
Dec 31, 2014
7.42
7.4%
Mr. Yuoh is a portfolio manager for the taxable fixed income strategies. Mr. Yuoh joined Lord Abbett in 2010, and was named Partner in 2012. His prior experience includes: Senior Vice President – Director of Fundamental Research and Senior Portfolio Manager at Alliance Bernstein, LLP; Vice President – Senior Portfolio Manager at Credit Suisse Asset Management; and Mortgage-Backed Securities Portfolio Manager at Sanford C. Bernstein & Co., Inc. Mr. Yuoh received a BS from Cornell University and has been in the investment business since 1994.
Robert Clark
Start Date
Tenure
Tenure Rank
Dec 31, 2015
6.42
6.4%
Robert Clark is responsible for contributing to the management for Lord Abbett 's taxable-fixed income strategies with a focus on multi-sector securities. Mr. Clark joined Lord Abbett in 2010. His prior experience includes serving as Security Analyst & Portfolio Manager at Turner Investment Partners and various positions at People’s Bank. He has worked in the financial services industry since 2004. He earned a BS in finance from Bryant College and an MBA from Yale University. He also is a holder of the Chartered Financial Analyst® (CFA) designation.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.02 | 28.19 | 5.66 | 3.19 |