Lord Abbett is a fund management firm offering an expansive selection of mutual funds. Their 59 funds cover domestic and global stocks, fixed-income investments, tax-free income streams, multi-asset securities, and indices.
Lord Abbett has undergone significant transformation over recent years. These changes have allowed it to expand and diversify further, yet turmoil and instability ensued.
About Lord Abbett Mutual Funds
Lord Abbett mutual funds offer an extensive selection of investment strategies. These include domestic and global stocks, fixed-income investments, tax-free income, and multi-asset class portfolios. Lord Abbett’s experienced portfolio managers use a rigorous analysis process when making investing decisions for clients; additional information sharing between investments teams allows them to use multiple approaches when devising their strategies and investing capital in opportunities with maximum return potential.
The company manages over 252 billion in assets across a wide range of mutual funds, UCITS Funds, and institutional and separately managed accounts in the U.S.
Lord Abbett funds have the goal of long-term growth. Their funds are designed to accommodate different risk tolerance levels and market conditions while offering attractive returns with low volatility and correlation to other asset classes. Furthermore, Lord Abbett provides target date funds that give investors flexibility over their investment timeframe.
Investors can leverage tools like our investment model to identify viable candidates quickly. This tool enables users to compare LORD ABBETT NATIONAL against its peers and compare fundamental and technical data, helping to determine whether its price reflects intrinsic value and show how well it may perform under its current trend.
Investors should note that minimum initial investments depend on the class of shares you buy and the type of account used, with IRAs, SIMPLEs, and SEP accounts with payroll deductions having no minimum initial investment requirement. It is also crucial for investors to fully understand how dividends and distributions impact their tax situation, so it would be wise to consult a tax advisor for guidance.
Overview of Lord Abbett Mutual Funds
Lord Abbett offers investors an impressive variety of mutual funds, such as domestic and international equity, fixed income, tax-free income, and multi-asset funds. These funds invest across markets and sectors and may suit investors with different risk tolerance levels and investment objectives – some even earning Zacks Mutual Fund Rank #1 (Strong Buy).
Lord Abbett Investment Management provides services to individuals and institutions worldwide. As of June 30, 2022, approximately $210 billion in assets under management had been managed. Lord Abbett specializes in global, small-cap, and mid-cap stocks investment, fixed-income investments, municipal securities management, and structured finance management.
With headquarters in New Jersey and approximately 2,600 employees worldwide, this company employs investment professionals with vast experience managing various strategies and products. Since their start over 100 years ago, this provider of financial services has built up an impeccable reputation as being both ethical and reliable.
Investors should understand the fees associated with investing in Lord Abbett mutual funds. Expenses associated with investing can be substantial; when comparing different Lord Abbett mutual funds, it is crucial to take note of their total cost of ownership and the possible tax implications of your investment decisions.
Lord Abbett funds offer investors more information on the fees charged by their local investment representative or visit their fund’s website to provide more details.
Lord Abbett generally seeks “best execution” on all portfolio transactions, meaning the purchase and sale of securities at the most advantageous prices, including brokerage commissions. Furthermore, Lord Abbett considers the range and quality of services provided when selecting broker-dealers to execute portfolio transactions.
Some broker-dealers provide research services, paid for with Fund commissions. This may include services like research reports and information regarding the economy, securities markets, industries, groups of individual securities companies, or statistical data. Lord Abbett assesses their contribution to investment evaluation before allocating a suitable proportion between research and non-research use as it selects broker-dealers to execute portfolio transactions.
Lord Abbett Global Funds
The Fund seeks long-term capital appreciation. Under normal conditions, at least 80% of its net assets, plus any borrowings for investment purposes, is invested in equity securities of global issuers across all market capitalizations. Furthermore, at least 40% of net assets (representing the percentage of non-U.S. companies represented in an index used as its benchmark minus 10%) is allocated towards investing in securities of foreign companies.
Investment in foreign markets may expose investors to higher levels of political and economic instability than in domestic markets, so The Fund seeks to mitigate such risks by diversifying into foreign stocks from small and mid-cap issuers.
The Fund is exposed to all risks associated with investing in debt securities, such as credit, liquidity, and interest rate risks. The value of debt securities held by the Fund may fluctuate with interest rate changes, both rising and falling; furthermore, its investments may include lower-rated bonds, which tend to experience greater price volatility and default risk than investment-grade securities. The Fund is exposed to risks associated with investing in foreign securities, including currency fluctuations and political uncertainty. Furthermore, investments made in debt securities by Lord Abbett or its subsidiaries do not fall under federal deposit insurance coverage nor guarantee by any other body or agency.
Lord Abbett Small Cap Funds
Lord Abbett Small Cap Funds provide your money with opportunities for long-term growth and high returns by investing it in smaller-sized companies with potential. Due to their low market capitalization, these companies are less affected by market forces and more likely to rise organically because of their strengths. These funds are well suited for long-term investing as small firms take time to reach economies of scale and achieve growth trajectory; furthermore, they’re less correlated to large cap and index stocks, making them an excellent diversification bet.
These funds tend to have lower liquidity than significant and mid-cap funds due to their focus on investing in smaller companies with limited stock offerings. Investors should take caution in liquidating such funds; keeping some allocation of your portfolio committed to these risks may help.
The net expense ratio measures the fund’s operating expenses after deducting income, such as interest and other forms of compensation that may change but do not account for 12b-1 fees and costs that can be found in its prospectus. Meanwhile, Lipper Category Average Expense Ratio measures how these expenses compare against similar funds within its peer group.
Returns with sales charges include the impact of any maximum sales charges; returns without sales charges represent historical total returns without sales charges being applied, which are currently set at 5.75% for our Fund.
Investors must remember that mutual funds can be highly volatile and may result in losses, so before investing, they should carefully examine each fund’s performance history and risk-reward profile and thoroughly check its composition before deciding.
These funds are not covered by FDIC insurance or guaranteed by any bank; instead, they are offered and distributed by Lord Abbett Distributor LLC under their supervision, and the adviser has not decided their suitability for your individual investment needs.
