Lord Abbett Short Duration Income Fund Class R6 (LDLVX) 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 LDLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LDLVX
LDLVX charges 0.32% annually. There are 21 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 | LDLVX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | LDLVX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | LDLVX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | LDLVX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | LDLVX vs VSCSX |
Best Risk-Adjusted Alternatives to LDLVX
LDLVX has a PortfoliosLab risk / return rank of 87. There are 44 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 | LDLVX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | LDLVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | LDLVX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | LDLVX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | LDLVX vs DLDFX |
Top Performing LDLVX Alternatives (YTD)
LDLVX is at 0.97% YTD. There are 46 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | LDLVX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | LDLVX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | LDLVX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | LDLVX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | LDLVX vs SNSAX |
Lowest Volatility Alternatives to LDLVX
LDLVX has 2.35% 1-year volatility. There are 112 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | LDLVX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | LDLVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | LDLVX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | LDLVX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | LDLVX vs DHEAX |
Lowest Drawdown Alternatives to LDLVX
LDLVX has a 1-year max drawdown of -1.29%. There are 62 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 | LDLVX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | LDLVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | LDLVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | LDLVX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | LDLVX vs DHEIX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 88 | 0.93% | — | Oct 2004 | LDLVX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 78 | 0.83% | — | Nov 1993 | LDLVX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 1.63% | — | May 2020 | LDLVX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 11.98% | — | Jan 1950 | LDLVX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 1.72% | — | Apr 2020 | LDLVX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 1.97% | — | Jun 2011 | LDLVX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 38 | 0.17% | — | Mar 1971 | LDLVX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 57 | 0.83% | — | Dec 1998 | LDLVX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LDLVX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 70 | 12.42% | — | Jun 1983 | LDLVX vs LAVLX |
Often Compared With LDLVX
Investors most often compare LDLVX with LAGWX, BATAX, BDMAX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare LDLVX with Any Fund or Stock
Compare LDLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LDLVX with funds that move differently
Lord Abbett Short Duration Income Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LDLVX.
Explore LDLVX Diversifiers