Lord Abbett Total Return Fund (LTRYX) Alternatives
Lord Abbett Total Return Fund (LTRYX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LTRYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LTRYX
LTRYX charges 0.40% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among LTRYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | LTRYX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | LTRYX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | LTRYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | LTRYX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | LTRYX vs BCOIX |
Best Risk-Adjusted Alternatives to LTRYX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | LTRYX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | LTRYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | LTRYX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | LTRYX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | LTRYX vs MDVAX |
Top Performing LTRYX Alternatives (YTD)
LTRYX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | LTRYX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | LTRYX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | LTRYX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | LTRYX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | LTRYX vs TGLMX |
Lowest Volatility Alternatives to LTRYX
LTRYX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | LTRYX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | LTRYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | LTRYX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | LTRYX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | LTRYX vs TGRNX |
Lowest Drawdown Alternatives to LTRYX
LTRYX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | LTRYX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | LTRYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | LTRYX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | LTRYX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | LTRYX vs MWIGX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LTRYX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LTRYX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LTRYX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LTRYX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LTRYX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LTRYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LTRYX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LTRYX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LTRYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LTRYX vs LAVLX |
Often Compared With LTRYX
What investors most often compare with LTRYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 59 | -0.26% | Sep 29, 2000 | LTRYX vs BAGIX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | LTRYX vs BND | |
| SPDR Portfolio Short Term Corporate Bond ETF | Corporate Bonds | 98 | 0.28% | Dec 16, 2009 | LTRYX vs SPSB | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | LTRYX vs SWTSX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | LTRYX vs SWAGX |
Compare LTRYX with Any Fund or Stock
Compare LTRYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.