Lord Abbett Floating Rate Fund Class R3 (LRRRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
7.93
+0.01 (0.13%)
At close: Apr 1, 2026
Fund Assets15.21B
Expense Ratio1.11%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.53
Dividend Yield6.69%
Dividend Growth-15.53%
Payout FrequencyMonthly
Ex-Dividend DateFeb 27, 2026
Previous Close7.92
YTD Return-1.01%
1-Year Return4.79%
5-Year Return25.87%
52-Week Low7.88
52-Week High8.10
Beta (5Y)0.12
Holdings480
Inception DateDec 31, 2007

About LRRRX

LRRRX was founded on 2007-12-31. The Fund's investment strategy focuses on Loan Participation with 1.1% total expense ratio. Lord Abbett Investment Trust: Lord Abbett Floating Rate Fund; Class R3 Shares seeks a high level of current income. LRRRX invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the Fund to achieve a floating rate of income.

Category Bank Loan
Stock Exchange NASDAQ
Ticker Symbol LRRRX
Share Class Class R3
Index Index is not available on Lipper Database

Performance

LRRRX had a total return of 4.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.50%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FFHCXFidelityFidelity Series Floating Rate High Income Fundn/a

Other Share Classes

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

SymbolShare ClassExpense Ratio
LRRVXClass R60.54%
LFROXClass F30.54%
LRRTXClass R50.61%
LFRIXClass I0.61%

Dividend History

Ex-DividendAmountPay Date
Feb 27, 2026$0.03732Feb 27, 2026
Jan 30, 2026$0.04113Jan 30, 2026
Dec 31, 2025$0.04241Dec 31, 2025
Nov 28, 2025$0.04332Nov 28, 2025
Oct 31, 2025$0.04488Oct 31, 2025
Sep 30, 2025$0.04538Sep 30, 2025
Full Dividend History