Lord Abbett Bond Debenture Fund Class A (LBNDX.US) — ETF Analysis on Winston
To pursue its objective, under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds, debentures and other fixed income securities. It may invest a substantial portion of its net assets in high-yield securities (commonly referred to as "below investment grade" or "junk" bonds). The fund may invest up to 20% of its net assets in equity securities, including common stocks, preferred stocks, convertible preferred stocks, and similar instruments.
Key Facts
- Category: Multisector Bond
- Asset Class: Mutual Fund
- Price: $7.12
- Expense Ratio: 96.00%
- Assets Under Management: $23.6B
- Dividend Yield: 6.09%
- Number of Holdings: 10
- Inception Date: 1971-04-01
- Currency: USD
Winston Score
Lord Abbett Bond Debenture Fund Class A has a Winston Score of 63 out of 100.
Performance
- 1-Year Return: 5.94%
- 3-Year Return: 22.00%
- 5-Year Return: 10.27%
Top Holdings
Uniform Mortgage-Backed Security, TBA (N/A%), Rbc Capital Markets Repo (N/A%), Uniform Mortgage-Backed Security, TBA (N/A%), Uniform Mortgage-Backed Security, TBA (N/A%), Fidelity Investments Money Market Government Portfolio (N/A%)
Sector Breakdown
Basic Materials (N/A%), Consumer Cyclical (N/A%), Financial Services (N/A%), Consumer Defensive (N/A%), Healthcare (N/A%)