Lord Abbett Short Duration Income Fund Class R4 (LDLKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
3.910
+0.010 (0.26%)
At close: Feb 13, 2026
Fund Assets42.87B
Expense Ratio0.63%
Min. Investment$0.00
Turnover161.00%
Dividend (ttm)0.19
Dividend Yield4.94%
Dividend Growth1.75%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close3.900
YTD Return0.65%
1-Year Return6.18%
5-Year Return12.86%
52-Week Low3.680
52-Week High3.910
Beta (5Y)n/a
Holdings1085
Inception DateJun 30, 2015

About LDLKX

The Lord Abbett Short Duration Income Fund Class R4 is a mutual fund specializing in short-term, investment-grade fixed income securities. Its primary objective is to provide a high level of current income while preserving capital, making it relevant for investors seeking a balance of income generation and reduced interest rate sensitivity. The fund typically allocates at least 65% of its assets to investment-grade debt instruments, including corporate bonds, asset-backed securities, bank loans, mortgage-backed securities, and select government and sovereign bonds. Its active management approach allows for diversification across maturities—generally focusing on securities with durations under three years—and credit qualities, including selective exposure to high yield and convertible bonds. The portfolio’s broad sectoral allocation supports its goal of stable income, distributed monthly. With significant assets under management and a competitive expense ratio, the fund plays a notable role within the short-term bond category, offering a flexible, risk-aware solution for managing cash or short-duration allocations in institutional and individual portfolios.

Fund Family Lord Abbett
Category Short-Term Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LDLKX
Share Class Class R4
Index ICE BofA U.S. Corporates 1-3 Years TR

Performance

LDLKX had a total return of 6.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.26%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
LOLDXClass F30.32%
LDLVXClass R60.32%
LDLTXClass R50.38%
LLDYXClass I0.38%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.0154Jan 30, 2026
Dec 31, 2025$0.01553Dec 31, 2025
Nov 28, 2025$0.01531Nov 28, 2025
Oct 31, 2025$0.016Oct 31, 2025
Sep 30, 2025$0.01579Sep 30, 2025
Aug 29, 2025$0.01671Aug 29, 2025
Full Dividend History