About LTRKX
Lord Abbett Total Return Fund Class R4 is a diversified mutual fund that primarily seeks to provide investors with total return—a blend of income and capital appreciation—by investing across various fixed income sectors. The fund actively manages a portfolio consisting of investment-grade corporate bonds, mortgage-backed securities (MBS), U.S. government-related securities, asset-backed securities (ABS), high-yield corporate bonds, commercial mortgage-backed securities (CMBS), collateralized loan obligations (CLOs), bank loans, sovereign debt, cash, and occasionally other holdings, including municipals. This broad allocation enables the fund to pursue returns while aiming for below-average risk relative to its peers, adapting to changing market conditions through active management. The fund benchmarks its performance against major indices such as the Bloomberg U.S. Aggregate Bond Index, reflecting its focus on U.S. dollar-denominated, investment-grade fixed income securities. With a competitive expense ratio and a history of consistent performance across market cycles, Lord Abbett Total Return Fund Class R4 plays a significant role for investors seeking diversified core bond exposure within their broader investment portfolios.
Fund Family Lord Abbett
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LTRKX
Share Class Class R4
Index Bloomberg U.S. Aggregate Bond TR
LTRKX had a total return of -2.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.24%.
