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Morningstar

Lord Abbett Convertible I LCFYX

Morningstar Analyst Rating
Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.75  /  0.70 %
  • Total Assets 837.4 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Convertibles
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.73%
  • Turnover 154%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:11 AM GMT+00:00

Morningstar’s Analysis LCFYX

Will LCFYX 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 LCFYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Lord Abbett Convertible I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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