LIFAX Mutual Fund

LIFAX Mutual Fund (Lord Abbett Inflation Focused Fund Class A) is managed by Lord Abbett Family of Funds with $138.4M in net assets. LIFAX expense ratio is 0.74%, holding 767 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 2011-04-29.

LIFAX performance shows a YTD return of 1.55%. The 1-year return is 3.47% and the 5-year return is 2.42%. LIFAX dividend yield stands at 3.15%, paid monthly.

LIFAX top holdings include Us Treasury N/B 11/30 3.5 (4.9%), Treasury Note (Otr) 3.38% Dec 31, 2027 (2.5%), Treasury (Cpi) Note 1.88% Jan 15, 2036 (2.1%), Treasury Note (Otr) 3.63% Dec 31, 2030 (1.8%), U.S. Tips 0-1/8% 01/15/32 (1.4%). Go to all LIFAX holdings, LIFAX sectors, or LIFAX dividends.

LIFAX can be compared against other funds. Use LIFAX overlap to find shared positions, or LIFAX vs another fund for a side-by-side view. LIFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.