Performance data quoted reflect past performance & are no guarantee of future results. Current performance may be higher or lower than the performance quoted. The investment return và principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. You can obtain performance data current khổng lồ the most recent month-end by calling Lord Abbett at 888-522-2388 or referring to lớn intlschool.edu.vn.
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The performance information shown is based on total return at net asset value, including the reinvestment of dividends & capital gains, if any, but excludes sales charges which are not applicable to Class F Shares.
6 Reasons to Consider Bond Debenture Fund
1. Decades of Outperformance vs. Multisector, High Yield, and Core-Plus Category Averages
2. Yields Have Fallen Over the Past 4 Decades
Market Yield on U.S. Treasury Securities
Insights
Credit: Two Major Considerations for Today’s Market
We address questions about rising U.S. Inflation & interest rates, as well as recent U.S. Credit spread levels.
Understanding Two Key Dimensions of U.S. Credit Spreads
While credit spreads have tightened, we believe lower mặc định risk to lớn come, và the resulting, reasonable liquidity compensation means valuations are well supported by fundamentals.
A Multi-Sector Response to Low Rates in 2021
With U.S. Treasury yields remaining near multi-year lows, income investors may wish to lớn consider a multi-sector bond strategy. Here’s why.
3. Vi xử lý core Bonds: Duration Has Extended as Yields Have Declined
Source: Bloomberg Index Services Limited. The historical data are for illustrative purposes only and does not represent any specific portfolio managed by Lord Abbett or any particular investment, và are not intended to predict or depict future results. Indexes are unmanaged, do not reflect the deduction of fees or expenses, và are not available for direct investnment.
4. Historically Strong Performance During Rising Rates
Returns when the 10-year Treasury yield rose more than 100 basis points (month-end annualized returns)
Index Data Sources: FTSE Russell và Bloomberg Index Services Limited. Past performance is no guarantee of future results. Indexes are unmanaged, do not reflect the deduction of fees và expenses, & are not available for direct investment.
Videos
Multi-Sector Fixed Income at Lord Abbett: A Brief History
Learn more about our Bond Debenture Fund"s 50-Year track record.
What’s Behind the Drop in Bond Yields?
Lord Abbett Portfolio Manager Leah Traub looks at the factors driving recent movements in interest rates.
5. Credit Sectors Diversify chip core Bond Allocations
1Bloomberg U.S. Aggregate Bond Index. 2Bloomberg U.S. Treasury U.S. TIPS Index. 3Bloomberg U.S. Corporate Baa-Rated Index. 4ICE BofA Corporate BBB 1-3 year index. 5Bloomberg U.S. Corporate High Yield Index. 6S&P 500 Index. 7ICE BofA All Convertibles All Qualities Index. 8Credit Suisse Leveraged Loan Index. Source: Morningstar. Past performance is not a reliable indicator or guarantee of future results. Correlation is a statistic that measures the degree of association between two variables. For illustrative purposes only và does not represent any specific portfolio managed by Lord Abbett or any particular investment. Indexes are unmanaged, vày not reflect the deduction of fees or expenses, and are not available for direct investment.
6. True Market Participation with Less Risk
Index Data Source: Standard & Poor"s. Past performance is no guarantee of future results. The fund performance information shown is based on total return at net asset value, including the reinvestment of dividends and capital gains, if any, but excludes sales charges which are not applicable lớn Class F Shares. Indexes are unmanaged, bởi not reflect the deduction of fees & expenses, và are not available for direct investment.
Learn More About Lord Abbett
Lord Abbett at a Glance
We are committed to providing every client with an independent perspective, an active approach khổng lồ investment management, and a range of intelligently designed products.
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2Category: Morningstar Multisector Bond Funds Average: Multisector bond portfolios seek income by diversifying their assets among several fixed-income sectors, usually U.S. Government obligations, U.S. Corporate bonds, foreign bonds, và high-yield U.S. Debt securities. These portfolios typically hold 35% to lớn 65% of bond assets in securities that are not rated or are rated by a major agency such as Standard và Poor"s or Moody"s at the màn chơi of BB (considered speculative for taxable bonds) & below.
3Bond Debenture F-Share inception date is April 2007.
A cảnh báo about Risk: The Fund is subject khổng lồ the general risks associated with investing in debt securities, including market, credit, liquidity, and interest rate risk. The value of your investment will change as interest rates fluctuate and in response khổng lồ market movements. When interest rates fall, the prices of debt securities tend to rise, và when interest rates rise, the prices of debt securities are likely lớn decline. Longer-term debt securities are usually more sensitive khổng lồ interest-rate changes; the longer the maturity of a security, the greater the effect a change in interest rates is likely khổng lồ have on its price. The Fund may make substantial investments in high-yield debt securities và may invest in senior loans which may be primarily below-investment grade. High-yield securities, sometimes called junk bonds, carry increased risks of price volatility, illiquidity, and the possibility of mặc định in timely payment of interest & expenses. The value of investments in equity securities will fluctuate in response to lớn general economic conditions & to changes in the prospects of particular companies and/or sectors in the economy. Convertible securities are subject khổng lồ the risks affecting both equity & fixed income securities, including market, credit, liquidity, and interest rate risk. These factors can affect Fund performance.
Diversification does not protect against losses in a declining market.
Dividend Yield is a financial ratio that shows how much a mutual fund pays out in dividends each year relative to lớn value with maximum sales charges và without sales charges. The dividend yield is calculated by annualizing the last dividend & dividing it by the fund’s net asset value with maximum sales charges and without sales charges.
The 30-Day 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). Yields for other mô tả classes will vary.
The S&P 500 Index is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices
The Bloomberg U.S. Aggregate Bond Index represents securities that are SEC-registered, taxable, & dollar denominated. The index covers the U.S. Investment grade fixed rate bond market, with index components for government và corporate securities, mortgage pass-through securities, & asset-backed securities. Total return comprises price appreciation/depreciation và income as a percentage of the original investment.
Bloomberg Index Information:
