Lord Abbett Convertible Fund (LCFSX.O)

At A Glance

You hold LCFSX.O in 0 portfolios

Net Asset Value

19.11USD

 -0.04 -0.21%

10/16/2020

Category
Mixed Equity
YTD Return (Cumulative)
 42.75%
Classification
Convertible Secs
5 Year Return (Annualized)
 15.97%
Manager Benchmark
Lipper Conv Sec Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since June, 2015 »

 LCFSX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyLord Abbett & Co LLC
Inception Date06/30/2015
Portfolio Turnover161%
Dividend Yield--
Fund ManagerAlan R. Kurtz
Manager Tenure2015
Lord Abbett & Co LLC
90 Hudson Street
Jersey City, NJ 07302-3973

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio1.11%
Max 12b-1 Fee Ratio0.5x
Early Redemption Fee--
Initial Investment$0
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks current income and the opportunity for capital appreciation to produce a high total return. the Fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings, in a diversified portfolio of convertible securities issued by U.S. and foreign companies.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
72
Consistent Return
 
72
Capital Preservation
 
4538
Low Expense
 
38
Tax Efficiency (U.S. only)
 
72

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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