Morningstar

Lord Abbett Convertible Fund Class R2 LBCQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 19.53  /  +0.98 %
  • Total Assets 632.8M
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Convertibles
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.93%
  • Turnover 151%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LBCQX

Will LBCQX 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 LBCQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LBCQX 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 LBCQX’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 R2 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 LBCQX

More LBCQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Redfin Corporation 0.5%

4.06 25M
Corporate

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

3.66 23M
Financial Services

Akamai Technologies, Inc. 0%

3.51 22M
Corporate

Western Digital Corp. 3%

3.20 20M
Corporate

NextEra Energy Inc 7.299% CORP UNIT 01/06/2027

2.91 18M
Utilities

Meritage Homes Corp 1.75%

2.55 16M
Corporate

Snowflake Inc 0%

2.49 15M
Corporate

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

2.34 15M
Communication Services

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

2.30 14M
Communication Services

Welltower OP LLC 3.13%

2.25 14M
Corporate

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