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 82 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-09-28.

LBCQX performance shows a YTD return of 3.17%. The 1-year return is 2.97% and the 5-year return is 2.34%. LBCQX dividend yield stands at 0.99%, paid quarterly.

LBCQX top holdings include Bank Of America Corp Preferred Stock 7.25 (3.6%), Akamai Technologies Inc 144A5/15/2030 (3.4%), Redfin Corporation (3.4%), Meritage Homes Corp Company Guar 05/28 1.75 (2.5%), Welltower Op Llc Conv. Note (2.3%). 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.