LBCQX Mutual Fund

LBCQX Mutual Fund (Lord Abbett Convertible Fund class R2) is managed by Lord Abbett Family of Funds with $76,430 in net assets. LBCQX expense ratio is 1.50%, holding 83 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2007-09-28.

LBCQX performance shows a YTD return of 11.77%. The 1-year return is 21.49% and the 5-year return is 4.32%. LBCQX dividend yield stands at 1.05%, paid quarterly.

LBCQX top holdings include Lewisville Tex Indpt Sch Dist 5 08/15/2040 (4.9%), Lumentum Holdings, Inc., Convertible 0.5% 06/15/2028 (4.4%), Redfin Corporation (4.2%), Mgp Ingredients Inc (Conv) 1.88% 11/15/2041 (4.2%), Sea Ltd 0.25 09/15/2026 (3.9%). Go to all LBCQX holdings, LBCQX sectors, or LBCQX dividends.

LBCQX can be compared against other funds. Use LBCQX overlap to find shared positions, or LBCQX vs another fund for a side-by-side view. LBCQX alternatives are available via the screener, along with tax-loss harvesting opportunities.