Lord Abbett Short Duration Income Fund (LALDX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LALDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LALDX
LALDX charges 0.58% annually. There are 70 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | LALDX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | LALDX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | LALDX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | LALDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | LALDX vs TNSHX |
Best Risk-Adjusted Alternatives to LALDX
LALDX has a PortfoliosLab risk / return rank of 70. There are 82 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | LALDX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | LALDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | LALDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | LALDX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | LALDX vs DFAIX |
Top Performing LALDX Alternatives (YTD)
LALDX is at 0.83% YTD. There are 71 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.16% | — | Apr 2011 | LALDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.03% | — | Jul 2005 | LALDX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | LALDX vs DFAIX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | LALDX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | LALDX vs BATAX |
Lowest Volatility Alternatives to LALDX
LALDX has 2.49% 1-year volatility. There are 112 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | Jun 1996 | LALDX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | LALDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | LALDX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.10% | — | Mar 2009 | LALDX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | LALDX vs DHEAX |
Lowest Drawdown Alternatives to LALDX
LALDX has a 1-year max drawdown of -1.29%. There are 60 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | LALDX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | LALDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | LALDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | LALDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | LALDX vs DHEAX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LSYAX, LAFFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 76 | 0.93% | — | Oct 2004 | LALDX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | LALDX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | LALDX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | LALDX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | LALDX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | LALDX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | Dec 1998 | LALDX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LALDX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 59 | 13.15% | — | Jun 1983 | LALDX vs LAVLX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 68 | 28.13% | — | Oct 1973 | LALDX vs LAGWX |
Often Compared With LALDX
Investors most often compare LALDX with WOBDX, NTBIX, VBTLX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare LALDX with Any Fund or Stock
Compare LALDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LALDX with funds that move differently
Lord Abbett Short Duration Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LALDX.
Explore LALDX Diversifiers