About LIFAX
Lord Abbett Inflation Focused Fund Class A is a mutual fund that seeks to deliver total returns exceeding the U.S. inflation rate over a full inflation cycle, with a secondary objective of providing current income. It invests primarily in a diversified portfolio of fixed-income securities, including investment grade corporate bonds, asset-backed securities, high yield corporate bonds, U.S. government related securities, collateralized loan obligations, commercial mortgage-backed securities, mortgage-backed securities, bank loans, sovereign debt, convertible bonds, and cash equivalents. The fund maintains an average effective duration of around 2.89 years and holds approximately 753 issues across various maturities, from less than one year to greater than 10 years, with a credit quality distribution spanning U.S. Treasuries, agencies, and ratings from AAA to below BBB and not rated securities. Actively managed to navigate inflation environments, it pays dividends monthly and incorporates CPI swaps among its holdings. Lord Abbett Inflation Focused Fund Class A serves investors aiming to preserve purchasing power in inflationary periods within the broader fixed-income market.
Fund Family Lord Abbett
Category Short-Term Inflation-Protected Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LIFAX
Share Class Class A
Index Bloomberg 1-5 Y US TIPS Value TR
LIFAX had a total return of 6.00% in the past year, including dividends.
Since the fund's inception, the average annual return has been 2.02%.
