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Lord Abbett Convertible R3 Fund (LCFRX)

Fund performance review and position details on Lord Abbett Convertible R3 Fund (LCFRX)

    Last Trade: $ on , Change: (0%)

Lord Abbett Convertible R3 Fund (LCFRX) HighlightLord Abbett Convertible R3 Fund (LCFRX) Fund Summary

Lord Abbett Convertible R3 Fund (LCFRX) statistics as of May 30, 2016

Category: Convertibles
Fund Family: Lord Abbett
Net Asset: $580.97M
Yield: 3.27%
Year-to-Date Return: 1.13%
Morningstar rating: 2

 

Lord Abbett Convertible R3 Fund (LCFRX) CostLord Abbett Convertible R3 Fund (LCFRX) Cost

Lord Abbett Convertible R3 Fund (LCFRX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Convertibles average): 1.35% (1.32%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 223.11%

 

Lord Abbett Convertible R3 Fund (LCFRX) PerformanceLord Abbett Convertible R3 Fund (LCFRX) Performance

Most current Lord Abbett Convertible R3 Fund (LCFRX) Performance

1-month Performance (Convertibles category median performance): 1.52% (1.52%)
3-month Performance (Convertibles category median performance): 8.05% (7.74%)
1 Year Performance (Convertibles category median performance): -11.97% (-8.61%)
3 Year Performance (Convertibles category median performance): 3.30% (3.66%)
5 Year Performance (Convertibles category median performance): 3.36% (4.30%)
Number of Years of positive return: 5 years
Number of Years of negative return: 3 years
3 year Alpha (Convertibles category average): -2.38 (-0.5)
3 year Beta (Convertibles category average): 1.26 (1.14)
3 year Sharpe Ratio: 0.37
3 year Treynor: 2.55

Lord Abbett Convertible R3 Fund (LCFRX) topholdingTop Stock Holdings in Lord Abbett Convertible R3 Fund (LCFRX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Wells Fargo & Co, San Francisco Ca Pfd4.29%N/A
Intel Cv 2.95%3.75%N/A
Allergan plc Ordinary Shares3.54%0.00%
Yahoo Cv3.14%N/A
Teva Pharmaceutical Industries Ltd.2.94%N/A
Tesla Mtrs Cv 0.25%2.22%N/A
Gnc Hldgs 144A Cv 1.5%1.91%N/A
Centerpoint Engy Pfd1.85%N/A
Verisign Cv 3.25%1.83%N/A
Gold Exchangeable Cv 5.875%1.73%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Convertible R3 Fund (LCFRX) Portfolio AllocationLord Abbett Convertible R3 Fund (LCFRX) Fund Portfolio Allocation

Lord Abbett Convertible R3 Fund (LCFRX) Fund Portfolio Allocation data as of 03/2016

Stock20.14%
Bond3.35%
Cash2.7%
Other0%

 

Lord Abbett Convertible R3 Fund (LCFRX) CompareCompare with other Convertibles category mutual funds

Below are some additional Convertibles mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Convertible R3-11.973.303.36
AllianzGI Convertible D (ANZDX)-0.6211.129.00 Compare
Franklin Convertible Securities Adv (FCSZX)-0.566.656.17 Compare
MainStay Convertible A (MCOAX)-4.116.935.71 Compare

See top fund managers for Convertibles Category Funds

 

Lord Abbett Convertible R3 Fund (LCFRX) PerformanceOther Financial Data Web Sites on Lord Abbett Convertible R3 Fund (LCFRX)

Addition research sites for Lord Abbett Convertible R3 Fund (LCFRX)

 

Lord Abbett Convertible R3 Fund (LCFRX) Related ResourcesSee more information on Lord Abbett Convertible R3 (LCFRX) Fund

Popular pages on Lord Abbett Convertible R3 (LCFRX) Fund

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