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 a closer substitute for your current allocation.
Cheapest Alternatives to LTRYX
LTRYX charges 0.40% annually. There are 17 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | LTRYX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | LTRYX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | LTRYX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | LTRYX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | LTRYX vs BCOIX |
Best Risk-Adjusted Alternatives to LTRYX
LTRYX has a PortfoliosLab risk / return rank of 27. There are 70 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | LTRYX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | LTRYX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | LTRYX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | LTRYX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | LTRYX vs GUGAX |
Top Performing LTRYX Alternatives (YTD)
LTRYX is at 0.42% YTD. There are 76 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | LTRYX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | LTRYX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | LTRYX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | LTRYX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | LTRYX vs SEATX |
Lowest Volatility Alternatives to LTRYX
LTRYX has 4.00% 1-year volatility. There are 80 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | LTRYX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | LTRYX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | LTRYX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | LTRYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | LTRYX vs LCTIX |
Lowest Drawdown Alternatives to LTRYX
LTRYX has a 1-year max drawdown of -3.13%. There are 91 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | LTRYX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | LTRYX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | LTRYX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | LTRYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | LTRYX vs LCTIX |
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 | 69 | 0.78% | — | Oct 2004 | LTRYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 67 | 0.96% | — | Nov 1993 | LTRYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 80 | 2.47% | — | May 2020 | LTRYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 54 | 9.14% | — | Jan 1950 | LTRYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 82 | 2.55% | — | Apr 2020 | LTRYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 49 | 1.63% | — | Mar 1971 | LTRYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 67 | 1.86% | — | Dec 1998 | LTRYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.44% | — | Oct 2016 | LTRYX vs LUBYX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 17 | 10.47% | — | Jun 2011 | LTRYX vs LGLIX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 51 | 11.40% | — | Jun 1983 | LTRYX vs LAVLX |
Often Compared With LTRYX
Investors most often compare LTRYX with BAGIX, BND, SPSB. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LTRYX with Any Fund or Stock
Compare LTRYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTRYX with funds that move differently
Lord Abbett Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTRYX.
Explore LTRYX Diversifiers