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Lord Abbett Convertible F (LBFFX)

13.58
-0.05
(-0.37%)
As of 8:06:26 AM EDT. Market Open.
Loading Chart for LBFFX
  • Previous Close 13.63
  • YTD Return -1.48%
  • Expense Ratio 0.99%
  • Category Convertibles
  • Last Cap Gain -23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 554.53M
  • Beta (5Y Monthly) 0.81
  • Yield 2.31%
  • 5y Average Return --
  • Holdings Turnover 145.00%
  • Last Dividend 0.05
  • Inception Date Sep 28, 2007

The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of convertible securities issued by U.S. and foreign companies. Convertible securities may include corporate bonds, debentures, notes, preferred stocks, and any other securities that can be exchanged for equity securities or provide an opportunity for equity participation.

Lord Abbett

Fund Family

Convertibles

Fund Category

554.53M

Net Assets

2007-09-28

Inception Date

Performance Overview: LBFFX

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Trailing returns as of 4/15/2025. Category is Convertibles.

YTD Return

LBFFX
1.48%
Category
4.62%
 

1-Year Return

LBFFX
7.20%
Category
35.52%
 

3-Year Return

LBFFX
0.05%
Category
18.94%
 

5-Year Return

LBFFX
10.66%
Category
16.35%
 

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Holdings: LBFFX

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Sector Weightings

SectorLBFFX
Utilities   93.61%
Technology   6.39%
Real Estate   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: LBFFX

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Research Reports: LBFFX

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