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LORD ABBETT INVESTMENT TRUST

CIK: 0000911507 Equity
Report date: 2026-04-28
AUM $4.3B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-28

About this Fund

LORD ABBETT INVESTMENT TRUST is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for decades, providing a comprehensive range of products and services tailored to meet the diverse needs of investors. As a trusted name in the financial industry, the company specializes in offering a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each designed to cater to specific investment objectives and risk tolerance levels. With a strong focus on wealth management, LORD ABBETT INVESTMENT TRUST empowers investors to achieve their long-term financial goals through a systematic investment plan, or SIP, allowing them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investment philosophy is rooted in a deep understanding of the markets, backed by rigorous research and a disciplined approach to portfolio management. Their team of experienced professionals works tirelessly to identify opportunities that can potentially generate alpha, while minimizing risk and ensuring that each fund is aligned with its stated investment objectives. Whether it's through their actively managed funds or index-based offerings, LORD ABBETT INVESTMENT TRUST is committed to delivering exceptional investment results, making it an ideal partner for investors seeking to grow their wealth over the long term. The company's investor-centric approach is evident in its dedication to providing personalized service, timely communication, and transparent reporting, fostering trust and confidence among its clientele. LORD ABBETT INVESTMENT TRUST's key strengths lie in its ability to navigate complex market landscapes, identifying trends and opportunities that can help investors stay ahead of the curve. With a proven track record of delivering strong investment performance, the company has established itself as a leader in the mutual fund industry, attracting a loyal following of investors who appreciate its unwavering commitment to excellence and integrity. As a trusted steward of investor capital, LORD ABBETT INVESTMENT TRUST recognizes the importance of responsible investing, incorporating environmental, social, and governance (ESG) considerations into its investment decision-making process, thereby promoting sustainable wealth creation and long-term value for its clients. By combining cutting-edge investment strategies with a customer-centric approach, the company has earned the trust of investors, who rely on its expertise to manage their portfolios and achieve their financial aspirations.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

24 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAK2 Debt
0.15%
$6.63 6,455,000
2 GFL GFL Environmental Inc Since 2026-05-10 36257SAB8 LON
0.10%
$4.43 4,416,368
3 VSAT ViaSat Inc Since 2026-05-10 92555WAD7 LON
0.31%
$13.23 13,196,351
4 PRAA PRA GROUP INC Since 2026-05-10 69354NAD8 Debt
0.11%
$4.75 5,138,000
5 STWD Starwood Property Trust Inc Since 2026-05-10 85570DAP7 LON
0.10%
$4.52 4,499,722
6 HOLX HOLOGIC INC Since 2026-05-10 LON
0.21%
$8.94 9,033,000
7 FOUR SHIFT4 PAYMENTS LLC Since 2026-05-10 82453JAC2 LON
0.13%
$5.48 5,465,302
8 QSR Restaurant Brands International Inc. Since 2026-05-10 LON
0.14%
$5.95 5,000,000
9 CZR Caesars Entertainment Inc Since 2026-05-10 12768EAG1 LON
0.33%
$14.12 14,176,582
10 KGS KODIAK GAS SERVICES LLC Since 2026-05-10 50012LAD6 Debt
0.11%
$4.93 4,774,000
11 JBLU JetBlue Airways Corporation Since 2026-05-10 LON
0.21%
$9.22 9,527,764
12 BXMT BLACKSTONE MORTGAGE TRUST INC Since 2026-05-10 09259GAL7 LON
0.13%
$5.70 5,700,190
13 LUMN LUMEN TECHNOLOGIES INC Since 2026-05-10 550241AA1 Debt
0.05%
$2.16 2,247,000
14 CMCO COLUMBUS MCKINNON CORPORATION Since 2026-05-10 19933MAS2 LON
0.19%
$8.14 8,152,000
15 CELH Celsius Holdings Inc Since 2026-05-10 15118XAD6 LON
0.05%
$2.24 2,221,987
16 CABO Cable One Inc Since 2026-05-10 12685LAG5 LON
0.31%
$13.62 14,383,347
17 CZR Caesars Entertainment Inc Since 2026-05-10 12768EAH9 LON
0.47%
$20.36 20,485,850
18 OGN Organon & Co Since 2026-05-10 68621XAG8 LON
0.42%
$18.11 18,687,078
19 PRMB Primo Brands Corporation Since 2026-05-10 89678QAD8 LON
0.21%
$9.19 9,181,511
20 FTDR FrontDoor Inc Since 2026-05-10 35905CAK1 LON
0.11%
$4.92 4,879,219
21 ALKS ALKERMES INC Since 2026-05-10 LON
0.11%
$4.68 4,676,000
22 FWRD Forward Air Corporation Since 2026-05-10 18948EAC0 LON
0.17%
$7.51 7,541,000
23 MGNI Magnite Inc Since 2026-05-10 55955NAG3 LON
0.22%
$9.35 9,407,341
24 PTON PELOTON INTERACTIVE INC Since 2026-05-10 70614EAG5 LON
0.22%
$9.32 9,268,025
Frequently Asked Questions — LORD ABBETT INVESTMENT TRUST
What type of mutual fund is LORD ABBETT INVESTMENT TRUST?
LORD ABBETT INVESTMENT TRUST is a SEC-registered Equity fund, with $4.3B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, LORD ABBETT INVESTMENT TRUST holds 24 portfolio positions, all detailed in the holdings table on this page.
What are LORD ABBETT INVESTMENT TRUST's assets under management (AUM)?
LORD ABBETT INVESTMENT TRUST has $4.3B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are LORD ABBETT INVESTMENT TRUST's top holdings?
According to LORD ABBETT INVESTMENT TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include ADVANCE AUTO PARTS, GFL Environmental Inc, ViaSat Inc , among others. The complete list of all 24 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is LORD ABBETT INVESTMENT TRUST's expense ratio?
Expense ratio data for LORD ABBETT INVESTMENT TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find LORD ABBETT INVESTMENT TRUST's SEC filings?
LORD ABBETT INVESTMENT TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000911507. You can access all of LORD ABBETT INVESTMENT TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000911507). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is LORD ABBETT INVESTMENT TRUST's holdings data on StockSifting?
Holdings data for LORD ABBETT INVESTMENT TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.