Lord Abbett Core Plus Bond Fund Class R5 (LAPVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.10
+0.03 (0.23%)
At close: Feb 13, 2026
Fund Assets4.50B
Expense Ratio0.43%
Min. Investment$1,500
Turnover448.00%
Dividend (ttm)0.67
Dividend Yield5.15%
Dividend Growth-3.59%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close13.07
YTD Return1.28%
1-Year Return8.69%
5-Year Return5.64%
52-Week Low12.00
52-Week High13.10
Beta (5Y)n/a
Holdings671
Inception DateDec 8, 2015

About LAPVX

Lord Abbett Core Plus Bond Fund Class R5 is a mutual fund specializing in fixed income investments. Its primary objective is to deliver income and capital appreciation by investing broadly across the bond market. The fund focuses mainly on investment-grade debt securities but can allocate up to 35% of assets to high-yield bonds, offering a flexible approach within the intermediate core-plus bond category. The portfolio typically includes U.S. Treasuries, agency bonds, mortgage-backed securities, corporate bonds (both investment grade and high yield), asset-backed securities, and select allocations to non-U.S. debt. This diversification allows the fund to adapt to changing market conditions while seeking higher total returns. Lord Abbett Core Plus Bond Fund Class R5 appeals to investors seeking a blend of income and risk-adjusted growth through active management across a wide spectrum of bond sectors and maturities. The fund distributes income monthly and is supported by a team with significant experience in fixed income markets, underscoring its role as a versatile building block for diversified portfolios seeking exposure to the broader bond market.

Fund Family Lord Abbett
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LAPVX
Share Class Class R5
Index Bloomberg U.S. Aggregate Bond TR

Performance

LAPVX had a total return of 8.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.65%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
LOPLXClass F30.36%
LAPWXClass R60.36%
LAPIXClass I0.43%
LPLFXClass F0.53%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.05536Jan 30, 2026
Dec 31, 2025$0.05487Dec 31, 2025
Nov 28, 2025$0.05477Nov 28, 2025
Oct 31, 2025$0.0551Oct 31, 2025
Sep 30, 2025$0.05534Sep 30, 2025
Aug 29, 2025$0.05642Aug 29, 2025
Full Dividend History