Lord Abbett Short Duration Income F3 (LOLDX) Fund Overview
Lord Abbett Short Duration Income F3 (LOLDX) — price $3.78 (0.00%), as of the Oct 5, 2026 trading session; market cap $42.9B.
Educational signal · not a buy or sell recommendation · How to read this
Lord Abbett Short Duration Income F3 · LOLDX · Financial Services · Asset Management
Research dated 2026-09-12: LOLDX is a short duration bond fund, not an operating company whose value depends on revenue or margins. Its case rests on whether income from a broad debt portfolio adequately compensates for credit, interest rate, and structured security risks while duration remains contained.
Price as of Oct 5, 2026
Key Statistics
Not scored: this is a debt/preferred or other non-common instrument, or its reported market value does not match its share basis.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $3.78 | |
| Change on the day | 0.00% | |
| 52-week range | $3.78–$3.91 | |
| Market capitalisation | $42.9B | |
| Beta (volatility vs the S&P 500) | 0.24 | |
| Dividends per share (last 12 months) | $0.20 | |
| Dividend yield (last 12 months) | 5.21% |
Price & events
Point at or tab to any week for its close.
Other perspectives
Council score for Lord Abbett Short Duration Income F3 (LOLDX): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 8, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: May 2, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On May 2, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the LOLDX film — every key number, told as a short cinematic story
~2 min · open the film
What is Lord Abbett Short Duration Income F3 (LOLDX), and what does it report?
Short answer · as of
The fund allocates across investment grade corporate debt, dollar denominated foreign and emerging market issues, mortgage backed and other asset backed securities, government related obligations, and inflation linked investments.
Research dated 2026-09-12.
The fund allocates across investment grade corporate debt, dollar denominated foreign and emerging market issues, mortgage backed and other asset backed securities, government related obligations, and inflation linked investments. Its reported outcome therefore measures portfolio income and changes in bond values, rather than sales, operating profit, or corporate cash generation.
What do the latest results show for Lord Abbett Short Duration Income F3 (LOLDX)?
Research dated 2026-09-12.
The current profile establishes a diversified short duration mandate centered on investment grade debt. Changes in performance can come from interest rate moves, credit spreads, issuer quality, and the behavior of mortgage backed or asset backed holdings; the mandate alone does not identify which force recently dominated.
What are the financial strengths and risks for Lord Abbett Short Duration Income F3 (LOLDX)?
Research dated 2026-09-12.
Financial resilience comes from diversification across debt types and an emphasis on investment grade securities, not from a corporate cash reserve. Credit deterioration can hurt corporate and emerging market positions, while rate changes and shifting repayment behavior can affect government, mortgage backed, asset backed, and inflation linked holdings differently.
What should you watch next at Lord Abbett Short Duration Income F3 (LOLDX)?
Research dated 2026-09-12.
Watch whether portfolio duration remains short, whether investment grade debt continues to anchor the allocation, and how exposure shifts among corporate, government related, mortgage backed, asset backed, foreign, emerging market, and inflation linked securities. Those changes reveal whether the fund is seeking additional income through credit exposure, structured debt, or sensitivity to inflation and rates.
What the records here don't tell us
- No forward revenue or earnings estimate is on file.
- The next earnings date is not yet scheduled in the calendar we read.
- No insider Form 4 transaction falls inside the window this page reads.
- No quarterly income statement is held for LOLDX.
- No Altman Z or Piotroski screen is held for this filer.
Checked against the records this page reads, on the dates shown above.
How is Lord Abbett Short Duration Income F3 scored?
Research dated 2026-09-12.
LOLDX differs from a pure corporate bond or government bond portfolio because its mandate permits several distinct sources of fixed income return within a short duration framework. Dollar denominated foreign debt limits direct currency denomination risk, but issuer credit risk and emerging market exposure remain part of the portfolio mechanism.
| Company | Price | Market value | Score |
|---|---|---|---|
| $103.93 Oct 5, 2026 | $22.3B | 80 5-pillar Oct 5, 2026 | |
| $494.94 Oct 5, 2026 | $44.4B | 77 5-pillar Oct 5, 2026 | |
| $34.84 Oct 5, 2026 | $15.5B | 70 5-pillar Oct 5, 2026 | |
| $111.64 Oct 5, 2026 | $136B | 68 5-pillar Oct 5, 2026 | |
| $44.50 Oct 5, 2026 | $17.0B | 66 5-pillar Oct 5, 2026 | |
| $44.73 Oct 5, 2026 | $71.4B | 57 5-pillar Oct 5, 2026 | |
| $117.13 Oct 5, 2026 | $38.5B | 57 5-pillar Oct 5, 2026 | |
| $25.59 Oct 5, 2026 | $74.8B | 56 5-pillar Oct 5, 2026 | |
| $23.59 Oct 5, 2026 | $18.9B | 56 5-pillar Oct 5, 2026 | |
| $1066.45 Oct 5, 2026 | $165B | 51 5-pillar Oct 5, 2026 | |
| $26.30 Oct 5, 2026 | $47.0B | — Model unavailable | |
| $10.26 Oct 5, 2026 | $44.9B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
What Investors Ask About Lord Abbett Short Duration Income F3 (LOLDX) — Financial Services
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Is LOLDX an asset manager or a short duration bond fund?
LOLDX is a fund within Lord Abbett Investment Trust. The asset management classification describes its financial category, but investors own exposure to a debt portfolio rather than an operating asset manager's revenue stream.
What can LOLDX hold beyond corporate bonds?
Its mandate includes government related obligations, mortgage backed securities, other asset backed debt, inflation linked investments, and dollar denominated debt from foreign and emerging market issuers.
Why can mortgage backed holdings affect LOLDX differently from corporate debt?
Mortgage backed securities depend partly on repayment behavior as well as interest rates and credit conditions. That creates a return mechanism distinct from the issuer credit exposure of conventional corporate bonds.
How can foreign issuers affect LOLDX?
The fund may hold debt from foreign and emerging market issuers when it is denominated in United States dollars. Dollar denomination reduces direct exposure to foreign currency translation, while issuer and market credit risks remain.
What is the LOLDX stock price today?
The last price recorded on this page for Lord Abbett Short Duration Income F3 (LOLDX) is $3.78, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does LOLDX pay a dividend?
Yes. Lord Abbett Short Duration Income F3 (LOLDX) shows a trailing 12-month dividend yield of 5.21%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (10 figures)
The 10 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates are shown with the basis each row actually carries; capture and recorded dates are not relabelled as provider-effective dates, and derived figures restate their arithmetic. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Jersey City, NJ | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Jersey City, NJ 7302, Jersey City, NJ, 07302, US". |
FMP — 7 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $3.78 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-06T00:48:16.090Z. | |
px.change | Change on the day | 0.00% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $42.9B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-02. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | $0.00 | FMP | Financial Modeling Prep (FMP) · quote | |
px.range52 | 52-week range | $3.78–$3.91 | FMP | Financial Modeling Prep (FMP) quote | |
px.beta | Beta | 0.24 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Douglas Sieg | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. |
COMPUTED — 2 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.20 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 12 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 5.21% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. |
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | LORD ABBETT INVESTMENT TRUST Our market-data provider lists the name as "Lord Abbett Short Duration Income F3"; the filer's own record is used here. | 2026-09-12 | OFFICIAL | SEC EDGAR filer record |
| Ticker / exchange | LOLDX on NASDAQ | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Business description | The fund invests in various types of short duration debt (or fixed income) securities. It invests at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage backed, mortgage-related, and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies and instrumentalities; and inflation-linked investments. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
Data provided for informational purposes only.