About LIFKX
Lord Abbett Inflation Focused Fund Class R4 is a diversified mutual fund designed to deliver total returns that exceed the U.S. inflation rate over a full inflation cycle. The strategy blends short-duration U.S. Treasury Inflation-Protected Securities with a multi-sector fixed income sleeve that can include investment grade and high yield corporates, asset- and mortgage-backed securities, bank loans, and other government-related bonds, providing a broader opportunity set than pure TIPS portfolios. The fund is actively managed, with allocations and maturity exposures adjusted as inflation dynamics and interest rate conditions evolve. It distributes income monthly and seeks to balance inflation sensitivity with credit-driven income, aiming for competitive real returns relative to inflation benchmarks. Class R4 features a net expense ratio of 0.84%. By combining inflation-linked instruments with diversified credit exposures across ABS, MBS, CMBS, CLOs, sovereign, and convertible bonds, the fund plays a role as a core real-return building block for investors looking to maintain purchasing power while accessing multiple segments of the 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 LIFKX
Share Class Class R4
Index Bloomberg 1-5 Y US TIPS Value TR
LIFKX had a total return of 6.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.81%.
