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LIFFX:NASDAQ

Lord Abbett Inflation Focused Fund Class F – LIFFX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.65-0.01 (-0.07%)14.30 - 15.140.0

Market data as of 6:05PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - LIFFX

The investment seeks investment returns that exceed the rate of inflation in the U.S. economy over a full economic cycle; the secondary objective is current income. The fund uses the Consumer Price Index ("CPI") for All Urban Consumers to measure the rate of inflation in the U.S. economy. It pursues its investment objective by combining inflation-linked derivatives and inflation-indexed fixed income securities (collectively, "Inflation-Linked Investments") with a portfolio of fixed income securities. In addition, the fund may buy or sell Treasury futures or interest rate swaps to actively manage its portfolio duration.

Growth of $10,000 (10 Years)

Total Return3.08%
Yield (Trailing 12 Mo.)3.65%
Expense Ratio0.92%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure2 Years
Fund Inception04/29/2011

Trailing Total Returns - LIFFX

as of 04/30/2013
TimeframeLIFFXS&P 500Inflation-Protected Bond
1 Month-0.58%1.93%0.59%
3 Month-0.73%7.18%0.81%
Year-to-Date0.01%12.74%0.27%
1 Year4.21%16.89%3.73%
3 Year--12.80%6.69%
5 Year--5.21%5.52%
10 Year--7.88%5.85%
Since Inception3.08%10.38%--

Sector Allocation - LIFFX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - LIFFX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
73.3273.32
Other0.05
 
 
2.031.98
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
11.9611.96
Total0.0587.3187.26
Cash0.00
 
 
12.4612.46
Total Net Assets$1.03B
Total Stock Holdings0
Total Bond Holdings952

Bond Credit Quality - LIFFX

as of 04/30/2013
AAA32.40%
AA2.40%
A8.40%
BBB36.40%
BB7.40%
B7.60%
Below B3.10%
Not Rated2.30%

Top Ten Holdings - LIFFX

as of 04/30/2013
CompanyYTD Return% of Assets
US Treasury Note 0.375%--1.86%
Boston Scientific 4.5%--0.61%
Citigroup 5%--0.56%
Fidelity Natl Info Svcs 7.875%--0.53%
Comm Mtg Tr 2013-Ccre6 CMO 2.122%--0.53%
CSFB COML MTG PTC 2006-C4--0.48%
Banc Amer Large Ln 2009-Fdg CMO 5.204%--0.48%
Dbubs Mtg Tr 2011-Lc1 CMO 3.742%--0.47%
Wfrbs Coml Mtg Tr 2011-C5 CMO 2.684%--0.47%
Comm Mtg Tr 2012-9w57 CMO 2.3646%--0.47%

Valuation & Growth - LIFFX

as of 04/30/2013
ValuationLIFFXCategory 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 - LIFFX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
Risk
Return
Key:  Lo 
 Hi

Tax Analysis - LIFFX, 3 Year Avg

Pretax Return--
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains-0.45%

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