Morningstar

Lord Abbett Convertible Fund Class R6 LCFVX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 19.32  /  +0.26 %
  • Total Assets 658.4M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.810%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Convertibles
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.53%
  • Turnover 151%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis LCFVX

Will LCFVX outperform in the 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 LCFVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCFVX 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 LCFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Convertible R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LCFVX

More LCFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Digital Corp. 3%

4.19 30M
Corporate

Redfin Corporation 0.5%

3.79 27M
Corporate

Sea Ltd. 0.25%

3.03 22M
Corporate

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

2.99 21M
Financial Services

CoreWeave Inc. 1.75%

2.67 19M
Corporate

Sofi Technologies Inc 0%

2.31 17M
Corporate

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

2.09 15M
Industrials

Welltower OP LLC 3.13%

2.08 15M
Corporate

Bentley Systems Incorporated 0.38%

2.01 14M
Corporate

Bloom Energy Corporation 0%

1.99 14M
Corporate

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