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Morningstar

Lord Abbett High Yield I LAHYX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 6.38  /  +0.18 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 7.10%
  • Effective Duration 3.42 years

USD | NAV as of Jul 16, 2024 | 1-Day Return as of Jul 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LAHYX

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

  • People Pillar

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

Regaining its aggressive tint.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Lord Abbett High Yield’s seasoned crew adopts a flexible approach to high-yield bond investing.

by Chiayi Tsui
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LAHYX

More LAHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Frontier Communications Holdings Llc 6%

0.60 21.6 Mil
Corporate

Vistra Operations Co LLC 7.75%

0.51 18.6 Mil
Corporate

Cloud Software Group Inc. 9%

0.47 17.0 Mil
Corporate

American Airlines, Inc. 7.25%

0.45 16.3 Mil
Corporate

J P Morgan Securities Inc

0.44 16.0 Mil
Cash and Equivalents

Atlas Luxco 4 S A R L / Allied Universal Holdco Llc / Allied Universal Fina

0.42 15.2 Mil
Corporate

Venture Global LNG Inc. 9.5%

0.42 15.2 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.41 15.0 Mil
Corporate

Altice France S.A 5.13%

0.40 14.7 Mil
Corporate

Alta Equipment Group Inc 5.63%

0.40 14.5 Mil
Corporate