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Morningstar

Lord Abbett Convertible A LACFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.27  /  0.99 %
  • Total Assets 698.1 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Convertibles
  • Investment Style Large Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 2.76%
  • Turnover 165%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis LACFX

Will LACFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LACFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LACFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LACFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Lord Abbett Convertible A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LACFX

More LACFX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 1
  • Other Holdings 71
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canopy Growth Corporation 4.25%

6.12
44,443,720
Corporate

Western Digital Corp. 1.5%

3.88
28,168,830
Corporate

Shopify Inc 0.13%

3.86
28,031,640
Corporate

Okta Inc. 0.13%

3.78
27,485,080
Corporate

Palo Alto Networks Inc 0.38%

3.09
22,479,080
Corporate

ON Semiconductor Corp. 0.5%

2.86
20,792,920
Corporate

GDS Holdings Ltd. 2%

2.70
19,611,870
Corporate

Uber Technologies Inc 0%

2.70
19,593,476
Corporate

Cloudflare Inc 0%

2.69
19,555,490
Corporate

Alteryx Inc 0.5%

2.35
17,090,625
Corporate