LIFOX – Fund Analysis – Lord Abbett Inflation Focused F3 | Morningstar

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Will LIFOX outperform in future?

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

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Process Pillar

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

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

The fund’s unique inflation-protected approach makes it an outlier among peers.

Senior Analyst Paul Olmsted

Paul Olmsted

Senior Analyst

Summary

Lord Abbett Inflation Focused’s unique approach has led to a bumpier ride than peers. It is best used by investors who understand its contours. A seasoned, stable investment team earns a People Pillar upgrade.

by Paul Olmsted

Rated on Aug 6, 2024 Published on Aug 6, 2024

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