Morningstar

Lord Abbett Convertible Fund Class I LCFYX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $18.04  /  +0.28 %
  • Fund Size $590.9M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Convertibles
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.55%
  • Turnover Ratio 151%
NAV and 1-Day Return as of

Morningstar’s Analysis LCFYX

Will LCFYX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Convertible I 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 LCFYX

More LCFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

3.63 23M
Financial Services

Akamai Technologies, Inc. 0%

3.39 21M
Corporate

Redfin Corporation 0.5%

3.35 21M
Corporate

Meritage Homes Corp 1.75%

2.52 16M
Corporate

Welltower OP LLC 3.13%

2.26 14M
Corporate

Wabash National Corporation 4%

2.25 14M
Corporate

Western Digital Corp. 3%

2.25 14M
Corporate

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser A

2.22 14M
Communication Services

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser B

2.19 14M
Communication Services

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

2.13 13M
Industrials

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