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Lord Abbett Short Duration High Yield F3 (LSYNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.77+0.02 (+0.21%)
At close: 08:00PM EDT

Lord Abbett Short Duration High Yield F3

JERSEY CITY NJ 7302

90 HUDSON STREET

Lord Abbett Equity Trust

201-827-2000
Management Information
Karen J. Gunnerson,Lead Manager since March 31, 2021
Karen Gunnerson is responsible for contributing to the management for the firm’s taxable-fixed income strategies with a focus on high yield and bank loan securities. Ms. Gunnerson joined Lord Abbett in 2017. Her previous experience includes serving as Investment Grade Credit Desk Strategist at RBC Capital Markets, and as a Corporate Credit Risk Associate at Bank of America Merrill Lynch. She has worked in the financial services industry since 2010. She earned a BS in finance from the Warrington College of Business at the University of Florida.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyLord Abbett
Net Assets3.44B
YTD Return2.26%
Yield8.10%
Morningstar Rating★★★★★
Inception DateApr 29, 2020

Fund Operations

Last Dividend0.21
Last Cap Gain0.00
Holdings Turnover65.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLSYNXCategory Average
Annual Report Expense Ratio (net)0.45%0.95%
Prospectus Net Expense Ratio0.45%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.88%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A