Skip to Content

Lord Abbett Convertible C LACCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.66  /  −0.08 %
  • Total Assets 571.5 Mil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Convertibles
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 1.04%
  • Turnover 124%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LACCX

Will LACCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Lord Abbett Convertible C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LACCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc. 0.13%

5.26 29.3 Mil
Corporate

Euronet Worldwide, Inc. 0.75%

3.94 22.0 Mil
Corporate

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

3.82 21.3 Mil
Financial Services

BILL Holdings Inc 0%

3.69 20.6 Mil
Corporate

Biomarin Pharmaceutical Inc. 0.6%

3.66 20.4 Mil
Corporate

Lumentum Holdings Inc. 0.25%

3.60 20.1 Mil
Corporate

Uber Technologies Inc 0%

3.30 18.4 Mil
Corporate

Shopify Inc 0.13%

2.81 15.7 Mil
Corporate

Corporate Office Properties LP 5.25%

2.59 14.5 Mil
Corporate

Zillow Group Inc 2.75%

2.36 13.2 Mil
Corporate