WLATTX

About WLATTX

Lord Abbett Total Return Trust II is a diversified mutual fund focused on generating both current income and long-term capital appreciation. Its primary objective is to deliver a high total return by primarily investing in a broad mix of U.S. investment-grade fixed income instruments, including corporate bonds, government securities, as well as mortgage- and asset-backed securities. The portfolio may also hold limited allocations to high yield, emerging market, and convertible debt securities, enhancing its potential for yield while maintaining a relatively moderate risk profile. This fund is notable for its active management strategy, seeking value across different credit qualities, maturities, and sectors within the fixed income universe. Its holdings include a range of U.S. Treasury bonds, mortgage-backed securities, and select exposures to corporate and asset-backed instruments, which contribute to its income generation and diversification. With an average effective duration and maturity in the intermediate range and a broad portfolio of several hundred underlying holdings, the fund is designed as a core bond option for investors seeking consistent income streams and moderate capital growth. Lord Abbett Total Return Trust II is widely used by institutional and individual investors looking to balance risk and return within their fixed income allocations.