Lord Abbett Short Duration Income Fund Class I (LLDYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
3.890
0.00 (0.00%)
At close: Feb 13, 2026
Fund Assets42.87B
Expense Ratio0.38%
Min. Investment$1,000,000
Turnover161.00%
Dividend (ttm)0.20
Dividend Yield5.20%
Dividend Growth1.69%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close3.890
YTD Return0.42%
1-Year Return6.18%
5-Year Return13.97%
52-Week Low3.660
52-Week High3.890
Beta (5Y)n/a
Holdings1085
Inception DateOct 19, 2004

About LLDYX

Lord Abbett Short Duration Income Fund Class I is an open-end mutual fund specializing in short-term fixed income investments. Its primary objective is to deliver a high level of current income while maintaining capital preservation, making it suitable for investors seeking income with lower interest rate sensitivity. The fund invests at least 65% of its assets in a diversified range of investment grade debt securities, including corporate bonds from both U.S. and non-U.S. issuers (denominated in U.S. dollars), mortgage-backed and other asset-backed securities, and obligations issued or guaranteed by the U.S. government and its agencies. It also includes allocations to high yield corporate debt, bank loans, convertible bonds, and sovereign securities to further enhance diversification. Managed by Lord, Abbett & Co., the fund typically maintains a short average duration—approximately 1.8 to 2 years—which helps reduce interest rate risk compared to longer-duration bond funds. With a significant asset base and a low expense ratio for its category, the fund is designed for institutional investors and others with a focus on liquidity and stability. Its broad sector exposure and active management aim to provide resilient performance across different market environments within the short-term bond sector.

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

Performance

LLDYX had a total return of 6.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.69%.

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%
LDLFXClass F0.48%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.01619Jan 30, 2026
Dec 31, 2025$0.01631Dec 31, 2025
Nov 28, 2025$0.01606Nov 28, 2025
Oct 31, 2025$0.01678Oct 31, 2025
Sep 30, 2025$0.01655Sep 30, 2025
Aug 29, 2025$0.01749Aug 29, 2025
Full Dividend History