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LAUSX:NASDAQ

Lord Abbett Income Fund Class C – LAUSX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
2.970.00 (0.00%)2.81 - 2.980.0

Market data as of 6:05PM 07/29/14. Quotes are delayed by at least 15 min.

Overview - LAUSX

The investment seeks a high level of income consistent with preservation of capital. Under normal conditions, the fund pursues its investment objective by investing at least 65% of its net assets in investment grade debt securities including Securities issued or guaranteed by the U.S. government; Debt securities of U.S. issuers; Debt securities of non-U.S. issuers that are denominated in U.S. dollars; Mortgage-backed and other asset-backed securities; and Inflation-linked investments. In addition, the fund may invest in derivatives. Currently, it expects to invest in derivatives consisting principally of futures, forwards, options, and swaps.

Growth of $10,000 (10 Years)

Total Return5.94%
Yield (Trailing 12 Mo.)4.06%
Expense Ratio1.56%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,500
Management Tenure17 Years
Fund Inception07/15/1996

Trailing Total Returns - LAUSX

as of 06/30/2014
TimeframeLAUSXS&P 500Corporate Bond
1 Month0.35%2.07%0.31%
3 Month3.46%5.23%2.96%
Year-to-Date7.13%7.14%6.29%
1 Year9.65%24.61%8.50%
3 Year6.63%16.58%6.63%
5 Year9.16%18.83%8.79%
10 Year6.22%7.78%5.94%
Since Inception5.94%10.67%--

Sector Allocation - LAUSX

as of 06/30/2014
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - LAUSX

as of 06/30/2014
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
78.0278.02
Other0.00
 
 
0.650.65
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
21.9521.95
Total0.00100.62100.62
Cash1.38
 
 
0.36-1.02
Total Net Assets$1.88B
Total Stock Holdings0
Total Bond Holdings469

Bond Credit Quality - LAUSX

as of 06/30/2014
AAA16.55%
AA1.31%
A4.74%
BBB57.87%
BB8.74%
B5.59%
Below B4.36%
Not Rated0.85%

Top Ten Holdings - LAUSX

as of 06/30/2014
CompanyYTD Return% of Assets
FNMA--2.80%
FNMA--2.14%
Ginnie Mae Single Family TBA 4% 2044-05-01--1.77%
Gte 6.94%--1.75%
Pnc Finl Svcs Grp FRN--1.19%
Verizon Global Fdg 7.75%--1.01%
Amgen 6.4%--0.94%
News Amer 6.75%--0.93%
Prudential Finl FRN--0.92%
Weatherford Intl 9.875%--0.83%

Valuation & Growth - LAUSX

as of 06/30/2014
ValuationLAUSXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - LAUSX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - LAUSX, 3 Year Avg

Pretax Return6.63%
Tax-adjusted Return4.54%
Tax Cost Ratio1.96%
Potential Cap Gains3.94%

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