Lord Abbett Credit Opportunities Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  The Fund has flexibility to allocate its assets among a broad range of credit sectors, including the corporate, sovereign, municipal, and structured product sectors. The Fund has significant flexibility to adjust allocations over time while adapting to the market and economic environment.

• Category

  Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  4.8%

  Most recent four quarters

• Performance - Last 2 Years

  5.3%

  Annualized over 24 months

• Performance - Last 3 Years

  7.7%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  Minimum investment without using an advisor

• Expense Fee Discount

  35

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.