LIFTX

About LIFTX

Lord Abbett Inflation Focused Fund Class R5 is an open-end mutual fund designed to deliver total returns that exceed U.S. inflation over a full cycle. It primarily invests in fixed income securities, emphasizing inflation-indexed bonds and inflation-linked derivatives to target inflation-adjusted performance while seeking consistent income. According to the sponsor, the strategy blends short- to intermediate-maturity exposures with an actively managed mix across sectors such as U.S. government-related securities, investment-grade and high yield corporates, securitized assets, and other opportunistic bonds, allowing flexible positioning as inflation dynamics evolve. The fund’s category aligns with inflation-protected bond strategies, comparing against short-term Treasury Inflation-Protected Securities benchmarks while aiming for higher yields through broader credit and securitized allocations. It distributes income on a monthly basis and maintains an expense ratio listed by the sponsor at 0.59%, reflecting institutional share-class pricing. The vehicle serves investors seeking diversified, inflation-sensitive fixed income exposure with active management across real return instruments and complementary credit sectors.