Why ActivePassive?
Envestnet PMC has selected Lord Abbett to participate in a series of ActivePassive Fund Strategist Portfolios (FSP) – a new type of investment product that manages both product selection and asset allocation. PMC was seeking a firm that has strong innovation growth equity, taxable, and tax-free investment capabilities to fulfill its philosophy of ActivePassive investing.
Why ActivePassive
Simply put, the ActivePassive approach, launched by PMC in 2005, seeks an ideal combination of active and passive investment strategies based on an analysis of historical category performance. Envestnet PMC specialists have refined this discipline over the years, and currently have $3.7 billion in AUM utilizing their ActivePassive approach.
Depth of PMC Research Team & ActivePassive Study
As of January 2022, the team included 27 research analysts, 32 CFA Charterholders, 7 CAIA holders, and 1 Ph.D.
Envestnet’s research has determined the conditions in which skilled active and passive managers have historically tended to outperform and generate alpha. The study evaluated almost 12,000 mutual funds (6,471 current and 5,360 obsolete funds) across 102 Morningstar categories over a 38-year period (January 1980 to April 2018). Certain asset classes had more skilled active, neutral, and passive managers. This study helped to develop PMC’s ActivePassive investment philosophy.
See PMC Quantitative Research Group study, “Active vs. Passive Asset Management: Investigation of the Asset Class and Manager Selection Decisions” for complete methodology and findings. The information provided is not meant to be investment advice. Investors should consult a financial professional to determine investments that are appropriate for their individual objectives and risk tolerance.
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ActivePassive Portfolios
Lord Abbett PMC ActivePassive Portfolios
Data as of 03/31/24 and is subject to change.
Key Features of the Portfolio
Risk-based Investing
A series of thirteen mutual fund portfolios designed to provide investors with high income and low volatility. The portfolios diversify risk by investing across a broad range of asset classes and styles.
Active at the Core
The portfolios are built with an active management core of Lord Abbett and other active managers that pass strict and regular scrutiny by PMC.
Professional active management
Investors can potentially benefit from professional portfolio construction and ongoing management.
Convenience for investors and advisors
Reporting tools, including informative and customized quarterly performance reports, allow advisors to enhance their productivity and discussions with clients.
Capital Preservation
20% Equity / 80% Fixed Income, 63% Active / 37% Passive, 39 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
3.73% |
4.50% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 7.20% |
| Large-Cap Value | VTV | Vanguard Value ETF | 7.30% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 5.50% |
| Bank Loan | LFRFX | Lord Abbett Floating Rate F | 7.00% |
| High Yield | LBDFX | Lord Abbett Bond-Debenture F | 3.50% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 24.60% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 17.00% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 15.50% |
| Short Bond | LDLFX | Lord Abbett Short Duration Income F | 10.40% |
Conservative
33% Equity / 67% Fixed Income, 62% Active / 38% Passive, 40 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
3.38% |
4.33% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 10.20% |
| Large-Cap Value | VTV | Vanguard Value ETF | 10.80% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 2.00% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 7.90% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 2.10% |
| Bank Loan | LFRFX | Lord Abbett Floating Rate F | 6.30% |
| High Yield | LBDFX | Lord Abbett Bond-Debenture F | 2.90% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 14.30% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 20.60% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 12.90% |
| Short Bond | LDLFX | Lord Abbett Short Duration Income F | 8.00% |
Conservative Growth
46% Equity / 54% Fixed Income, 60% Active / 40% Passive, 40 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
3.06% |
4.12% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 12.90% |
| Large-Cap Value | VTV | Vanguard Value ETF | 13.80% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 2.60% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 10.90% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 3.10% |
| Bank Loan | LFRFX | Lord Abbett Floating Rate F | 5.20% |
| High Yield | LBDFX | Lord Abbett Bond-Debenture F | 2.50% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 16.50% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 11.30% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 10.20% |
| Short Bond | LDLFX | Lord Abbett Short Duration Income F | 6.30% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 2.70% |
Moderate
60% Equity / 40% Fixed Income, 57% Active / 43% Passive, 40 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.73% |
3.84% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 16.50% |
| Large-Cap Value | VTV | Vanguard Value ETF | 18.20% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 3.40% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 14.40% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 3.90% |
| Bank Loan | LFRFX | Lord Abbett Floating Rate F | 4.30% |
| High Yield | LBDFX | Lord Abbett Bond-Debenture F | 1.90% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 11.50% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 8.20% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 7.40% |
| Short Bond | LDLFX | Lord Abbett Short Duration Income F | 4.70% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 3.60% |
Moderate Growth
73% Equity / 27% Fixed Income, 53% Active / 47% Passive, 38 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.40% |
3.50% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 20.10% |
| Large-Cap Value | VTV | Vanguard Value ETF | 22.30% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 4.00% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 17.40% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 4.80% |
| Bank Loan | LFRFX | Lord Abbett Floating Rate F | 3.60% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 7.50% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 5.40% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 5.40% |
| Short Bond | LDLFX | Lord Abbett Short Duration Income F | 3.10% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 4.40% |
Growth
86% Equity / 14% Fixed income, 49% Active / 51% Passive, 37 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
1.95% |
2.96% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 23.70% |
| Large-Cap Value | VTV | Vanguard Value ETF | 26.30% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 4.80% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 20.30% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 5.80% |
| Intermediate Bond | BND | Vanguard Total Bond Market ETF | 5.50% |
| Intermediate Bond | LTRFX | Lord Abbett Total Return F | 4.00% |
| International Bond | PFUPX | PIMCO International Bond (Unhedged) I-2 | 2.50% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 5.10% |
Aggressive
98% Equity / 2% Fixed Income, 47% Active / 53% Passive, 37 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
1.73% |
2.65% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth | LGLFX | Lord Abbett Growth Leaders F | 27.00% |
| Large-Cap Value | VTV | Vanguard Value ETF | 29.90% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 5.40% |
| Int'l Developed Mkts | IEFA | iShares Core MSCI EAFE | 23.10% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 6.70% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 5.90% |
Past performance is not a reliable indicator or guarantee of future results. The model portfolio performance provided below is calculated by Envestnet PMC and is based on a weighted average of the performance of the underlying fund investments less the fees stated above for each model portfolio. Therefore, Lord Abbett cannot guarantee the accuracy of the performance figures. Certain model portfolios have an "N/A" instead of a performance figure as Envestnet PMC does not calculate the performance of model portfolios that do not currently have investors.
Performance numbers for Capital Preservation as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.40%. Weighted Average Net Expense ratio: 0.40%. Performance numbers for Conservative as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.41%. Weighted Average Net Expense ratio: 0.40%. Performance numbers for Conservative Growth as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.42%. Weighted Average Net Expense ratio: 0.40%. Performance numbers for Moderate as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.42%. Weighted Average Net Expense ratio: 0.39%. Performance numbers for Moderate Growth as of 03/31/2024 since inception: 1.36%. Weighted Average Gross Expense ratio: 0.41%. Weighted Average Net Expense ratio: 0.39%. Performance numbers for Growth as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.40%. Weighted Average Net Expense ratio: 0.37%. Performance numbers for Aggressive as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.41%. Weighted Average Net Expense ratio: 0.37%. The expense ratios are calculated by multiplying each underlying fund's net expense ratio by its weight in the model portfolio, then summing the results. The net expense ratios include all fees of the underlying funds, taking into account any fee waivers and/or expense reimbursements. The expense ratios do not include the PMC management fee. There may be additional program and/or platform fees incurred by retail investors. Yields for the model portfolios are calculated using a weighted average of the underlying fund yields.
1Fee includes all fees of the underlying funds and the PMC management fee. There may be additional program and/or platform fees incurred by retail investors. Potential investors should discuss the applicable fees with their financial advisor.
2Dividend Yield is a financial ratio that shows how much a mutual fund pays out in dividends each year relative to value with maximum sales charges and without sales charges. The dividend yield is calculated by annualizing the last dividend and dividing it by the fund’s net asset value with maximum sales charges and without sales charges.
3The 30-Day Standardized Yield (SEC 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).
ActivePassive Portfolios (Tax-Free)
Lord Abbett PMC ActivePassive Portfolios (Tax-Free)
Data as of 03/31/24 and is subject to change.
Key Features of the Portfolio
Risk-based Investing
A series of thirteen mutual fund portfolios designed to provide investors with high income and low volatility. The portfolios diversify risk by investing across a broad range of asset classes and styles.
Active at the Core
The portfolios are built with an active management core of Lord Abbett and other active managers that pass strict and regular scrutiny by PMC.
Professional active management
Investors can potentially benefit from professional portfolio construction and ongoing management.
Convenience for investors and advisors
Reporting tools, including informative and customized quarterly performance reports, allow advisors to enhance their productivity and discussions with clients.
Capital Preservation
20% Equity / 80% Fixed Income, 87% Active / 13% Passive, 44 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.78% |
3.14% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 7.20% |
| Large-Cap Value | VTV | Vanguard Value ETF | 7.30% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 5.50% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 25.50% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 24.90% |
| Long Muni | LANFX | Lord Abbett National Tax Free F | 14.00% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 13.60% |
Conservative
33% Equity / 67% Fixed Income, 82% Active / 18% Passive, 44 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.57% |
3.07% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 10.20% |
| Large-Cap Value | VTV | Vanguard Value ETF | 10.80% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 2.00% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 7.90% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 2.10% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 21.30% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 20.90% |
| Long Muni | LANFX | Lord Abbett National Tax Free F | 11.90% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 10.90% |
Conservative Growth
46% Equity / 54% Fixed Income, 76% Active / 24% Passive, 43 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.42% |
3.05% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 12.90% |
| Large-Cap Value | VTV | Vanguard Value ETF | 13.80% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 2.60% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 10.90% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 3.10% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 17.20% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 16.80% |
| Long Muni | LANFX | Lord Abbett National Tax Free F | 9.70% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 8.30% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 2.70% |
Moderate
60% Equity / 40% Fixed income, 68% Active / 32% Passive, 41 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.23% |
2.96% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 16.50% |
| Large-Cap Value | VTV | Vanguard Value ETF | 18.20% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 3.40% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 14.40% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 3.90% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 12.90% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 12.40% |
| Long Muni | LANFX | Lord Abbett National Tax Free F | 7.20% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 5.50% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 3.60% |
Moderate Growth
73% Equity / 27% Fixed Income, 61% Active / 39% Passive, 40 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
2.06% |
2.87% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 20.10% |
| Large-Cap Value | VTV | Vanguard Value ETF | 22.30% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 4.00% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 17.40% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 4.80% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 9.00% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 8.00% |
| Long Muni | LANFX | Lord Abbett National Tax Free F | 4.80% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 3.20% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 4.40% |
Growth
86% Equity / 14% Fixed Income, 54% Active / 46% Passive, 38 bps fee1
Dividend Yield2 |
30-Day Standardized Yield3 |
1.87% |
2.75% |
| Category | Ticker | Investment Vehicle | Allocation % |
|---|---|---|---|
| Large-Cap Growth |
LGLFX | Lord Abbett Growth Leaders F | 23.70% |
| Large-Cap Value | VTV | Vanguard Value ETF | 26.30% |
| Small-Cap Core | FTHSX | Fuller & Thaler Behavioral Sm-Cp Eq Inst | 4.80% |
| Int’l Developed Mkts | IEFA | iShares Core MSCI EAFE | 20.30% |
| Int'l Emerging Mkts | JOEIX | JOHCM Emerging Markets Opps Advisor | 5.80% |
| Intermediate Muni | AXBIX | American Century IntermTrm Tx-Fr Bd I | 5.20% |
| Intermediate Muni | LISFX | Lord Abbett Intermediate Tax Free F | 5.30% |
| Short Muni | LSDFX | Lord Abbett Short Duration Tax Free F | 1.50% |
| Commodity | CRSOX | Credit Suisse Commodity Return Strat I | 5.10% |
Past performance is not a reliable indicator or guarantee of future results. The model portfolio performance provided below is calculated by Envestnet PMC and is based on a weighted average of the performance of the underlying fund investments less the fees stated above for each model portfolio. Therefore, Lord Abbett cannot guarantee the accuracy of the performance figures. Certain model portfolios have an "N/A" instead of a performance figure as Envestnet PMC does not calculate the performance of model portfolios that do not currently have investors.
Performance numbers for Capital Preservation w. Munis as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.45%. Weighted Average Net Expense ratio: 0.44%. Performance numbers for Conservative w. Munis as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.45%. Weighted Average Net Expense ratio: 0.44%. Performance numbers for Conservative Growth w. Munis as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.45%. Weighted Average Net Expense ratio: 0.43%. Performance numbers for Moderate w. Munis as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.44%. Weighted Average Net Expense ratio: 0.41%. Performance numbers for Moderate Growth w. Munis as of 03/31/2024 since inception: 2.80%. Weighted Average Gross Expense ratio: 0.43%. Weighted Average Net Expense ratio: 0.40%. Performance numbers for Growth w. Munis as of 03/31/2024 since inception: N/A. Weighted Average Gross Expense ratio: 0.41%. Weighted Average Net Expense ratio: 0.38%. The expense ratios are calculated by multiplying each underlying fund's net expense ratio by its weight in the model portfolio, then summing the results. The net expense ratios include all fees of the underlying funds, taking into account any fee waivers and/or expense reimbursements. The expense ratios do not include the PMC management fee. There may be additional program and/or platform fees incurred by retail investors. Yields for the model portfolios are calculated using a weighted average of the underlying fund yields.
A portion of the income derived from a municipal bond may be subject to the alternative minimum tax. Any capital gains realized may be subject to taxation. Federal, state, and local taxes may apply. There is a risk that a bond issued as tax-exempt may be reclassified by the IRS as taxable, creating taxable rather than tax-exempt income.
1Fee includes all fees of the underlying funds and the PMC management fee. There may be additional program and/or platform fees incurred by retail investors. Potential investors should discuss the applicable fees with their financial advisor.
2Dividend Yield is a financial ratio that shows how much a mutual fund pays out in dividends each year relative to value with maximum sales charges and without sales charges. The dividend yield is calculated by annualizing the last dividend and dividing it by the fund’s net asset value with maximum sales charges and without sales charges.
3The 30-Day Standardized Yield (SEC 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).
Why Lord Abbett and PMC Together
“ActivePassive” Fund Strategist Portfolios are strategic asset allocation portfolios constructed by PMC that blend a selection of actively managed Lord Abbett funds with funds from other asset managers. These portfolios are designed to add scale and efficiency to your practice.
- A singular focus on the management of money since 1929
- Our mission is to deliver long-term investment performance and a client experience that exceeds expectations
- Inspired by our mission, we are committed to creating long-term financial security for our clients, empowering our people, advancing our communities, and ensuring a vibrant future for our planet
- Research, portfolio consulting, and management driven by fundamental theory and disciplined execution
- Proprietary capital markets assumptions (CMAs) inform portfolio construction and asset allocation methodology
- Due diligence process identifies high-conviction investment managers
Ask your advisor about our PMC & Lord Abbett ActivePassive Solutions
Financial professionals: 201-827-7998
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To contact your representative, enter your zip code and select your channel below.
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results. Diversification does not protect against the risk of loss.
Investors should consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. A prospectus or summary prospectus which contains this and other information about the non-Lord Abbett funds shown can be obtained by contacting your Financial Advisor or the fund company directly. Please read the prospectus carefully before investing.
Investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based upon the opinions of Envestnet | PMC® and third party sources. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.
Investments in smaller companies carry greater risk than is customarily associated with larger companies for various reasons such as volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources. Investing overseas involves special risks, including the volatility of currency exchange rates and, in some cases, limited geographic focus, political and economic instability, and relatively illiquid markets. Income (bond) funds are subject to interest rate risk, which is the risk that debt securities in a fund’s portfolio will decline in value because of increases in market interest rates.
Lord Abbett and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, or firm. The model portfolios presented are created and maintained by Envestnet. Lord Abbett is not responsible for any damages or losses that may arise from the use of the information contained herein, or from investing in any Envestnet model portfolio.