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Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to investment advisors and institutional investors.

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Insight

Equities: Addressing Some Big Questions about Small Caps

A closer look at factors that have influenced small cap performance in the past, and how the asset class is positioned for the future.
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Investments

Dividend Growth Fund

LAMYX
Class I
Fact Sheet
Morningstar Category 
Large Blend
Weighted Avg. Market Cap 
as of 09/30/2025
$1009.8 B
Number of Holdings 
as of 09/30/2025
55

Flexible Income Fund

LLIIX
Class I
Fact Sheet
Morningstar Category 
Nontraditional Bond CE
Distribution Yield
as of 11/06/2025
7.01%
30-Day Standardized Yield1
as of 11/06/2025
6.50%

Core Plus Bond Fund

LAPIX
Class I
Fact Sheet
Morningstar Category 
Intermediate Core-Plus Bond
Distribution Yield
as of 11/06/2025
5.08%
30-Day Standardized Yield1
as of 11/06/2025
4.75%
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Webinars
Oct

29

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On Demand - Content Pending
Oct 29, 2025 04:00 PM EDT

October Fed Meeting Unpacked: Rate Expectations and Market Implications

Oct

8

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On Demand
Oct 8, 2025 04:00 PM EDT

Flexible Income Fund: Targeting High Income with Low Volatility

Sep

25

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On Demand
Sep 25, 2025 04:00 PM EDT

Municipal Market: Riding the Tailwinds

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Insights
curling stone+The Benefits of Price and Operating Momentum in Equity Portfolios
Insight
November 04, 2025

The Benefits of Price and Operating Momentum in Equity Portfolios

Lord Abbett experts explain the potential advantage of applying a fundamental factor to a momentum investing strategy.
overhead view of city blocks -- The Active Investor: Dimensions of Private Credit and Direct Lending
19 min.
Podcast

The Active Investor: Dimensions of Private Credit and Direct Lending

In this podcast, Lord Abbett Portfolio Manager Vince Lu discusses the evolution and growth of the asset class--and addresses questions about whether a “bubble” is forming in the private credit market.
floating devices in water+Why Investment Grade Floating Rate Makes Sense in Today’s Market
Insight
October 30, 2025

Why Investment Grade Floating Rate Makes Sense in Today’s Market

In addition to higher yields, investment-grade, floating-rate securities offer the potential for effective diversification with less duration risk than their fixed-rate counterparts. 
seedlings sprouting from the ground - Equities: Addressing Some Big Questions about Small Caps
Insight
October 27, 2025

Equities: Addressing Some Big Questions about Small Caps

A closer look at factors that have influenced small cap performance in the past, and how the asset class is positioned for the future.
winding river in forest - Q3 Equity Update: A Show of Resilience
Insight
October 21, 2025

Q3 Equity Update: A Show of Resilience

Despite concerns about inflation and slowing growth, strong corporate earnings continued to provide support.
Plane taxying on runway+Lord Abbett Explains: Separately Managed Accounts - Selecting an SMA Manager
2 min.
Video

Lord Abbett Explains: Separately Managed Accounts - Selecting an SMA Manager

What should investors think about when considering a separately managed account (SMA) manager? Lord Abbett Product Specialist Stephen Hillebrecht outlines key guiding questions.
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Lord Abbett Ranked #1 in Barron’s Best Fund Families for 2024
Asset weighted performance earned Top 10 ranking in each of five ranked categories
Learn More
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Important Information

Weighted Average Market Cap is the average market capitalization of all companies held in the portfolio with each company weighted according to its percent held in the portfolio. The result is based upon a weighted average of the securities held in the fund.

Distribution Yield is the calculation of cash flow for an investment vehicle, to calculate the distribution yield, the most recent distribution is multiplied by 12 to get an annualized total, which is then divided by the NAV.

1The 30-Day Standardized Yield represents net investment income earned by a fund over a 30-day period. It is expressed as an annual percentage rate using a method of calculation adopted by the Securities and Exchange Commission (SEC). Yields for other share classes will vary.

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Investors should carefully consider the investment objectives, risks, charges and expenses of the Lord Abbett Funds. This and other important information is contained in the fund's summary prospectus and/or prospectus. Click here to obtain a prospectus or summary prospectus on any Lord Abbett mutual fund or contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388. Read the prospectus carefully before you invest or send money.

Not FDIC-Insured. May lose value. Not guaranteed by any bank. Lord Abbett mutual funds are distributed by Lord Abbett Distributor LLC. For U.S. residents only.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education.  None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity.   If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.

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Lord Abbett communicates with clients solely via e-mail¸ mobile application and/or website on our official domain, lordabbett.com. Communications received via any other channel have not been authorized by Lord Abbett.