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Lord Abbett Convertible P LCFPX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 13.27  /  +0.61 %
  • Total Assets 580.4 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Convertibles
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 1.59%
  • Turnover 124%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis LCFPX

Will LCFPX outperform in future?

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

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

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 second-costliest quintile among peers.

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Portfolio Holdings LCFPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc. 0.13%

4.83 28.1 Mil
Corporate

Shopify Inc 0.13%

4.78 27.8 Mil
Corporate

Alteryx Inc 1%

3.89 22.6 Mil
Corporate

Palo Alto Networks Inc 0.38%

3.53 20.5 Mil
Corporate

Uber Technologies Inc 0%

3.34 19.4 Mil
Corporate

Lumentum Holdings Inc. 0.25%

3.06 17.8 Mil
Corporate

Five9 Inc. 0.5%

3.06 17.8 Mil
Corporate

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

2.91 16.9 Mil
Financial Services

DexCom Inc 0.38%

2.31 13.4 Mil
Corporate

Royal Caribbean Group 6%

2.21 12.8 Mil
Corporate