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Lord Abbett Convertible F LBFFX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 13.33  /  −1.26 %
  • Total Assets 592.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Convertibles
  • Investment Style
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.72%
  • Turnover 124%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:52 AM GMT+0

Morningstar’s Analysis LBFFX

Will LBFFX outperform in future?

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

Lord Abbett Convertible F's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

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Portfolio Holdings LBFFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc. 0.13%

4.46 25.9 Mil
Corporate

NuVasive Inc. 0.38%

3.93 22.8 Mil
Corporate

Euronet Worldwide, Inc. 0.75%

3.80 22.1 Mil
Corporate

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

3.69 21.4 Mil
Financial Services

IAC Financeco 2 Inc / IAC Financeco 3 Inc 0.88%

3.64 21.1 Mil
Corporate

BILL Holdings Inc 0%

3.62 21.0 Mil
Corporate

Ringcentral Inc 0%

3.59 20.9 Mil
Corporate

Biomarin Pharmaceutical Inc. 0.6%

3.54 20.6 Mil
Corporate

Shopify Inc 0.13%

3.45 20.0 Mil
Corporate

Uber Technologies Inc 0%

2.84 16.5 Mil
Corporate