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Lord Abbett Convertible R2 LBCQX

Quantitative rating as of
  • NAV / 1-Day Return 12.73  /  1.09 %
  • Total Assets 815.6 Mil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Convertibles
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.02%
  • Turnover 154%

Morningstar’s Analysis LBCQX

Will LBCQX outperform in future?

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

Summary

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Lord Abbett Convertible R2's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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