Congress Holdings

Most held

LSYIX

Lord Abbett Short Duration High Yield Fund Class I

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Scott Franklin FL-18 Member Fidelity Traditional IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF $100,001 - $250,000 August 10, 2026
filing 10077449, p. 9
Scott Franklin FL-18 Member Fidelity Roth IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF $15,001 - $50,000 August 10, 2026
filing 10077449, p. 5
Scott Franklin FL-18 Spouse Fidelity Roth IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF $1,001 - $15,000 August 10, 2026
filing 10077449, p. 5

How the count is made: see Most held.