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Lord Abbett Convertible I Fund (LCFYX)

Fund performance review and position details on Lord Abbett Convertible I Fund (LCFYX)

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

Lord Abbett Convertible I Fund (LCFYX) HighlightLord Abbett Convertible I Fund (LCFYX) Fund Summary

Lord Abbett Convertible I Fund (LCFYX) statistics as of May 30, 2016

Category: Convertibles
Fund Family: Lord Abbett
Net Asset: $580.97M
Yield: 3.76%
Year-to-Date Return: 1.23%
Morningstar rating: 3

 

Lord Abbett Convertible I Fund (LCFYX) CostLord Abbett Convertible I Fund (LCFYX) Cost

Lord Abbett Convertible I Fund (LCFYX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Convertibles average): 0.86% (1.32%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 223.11%

 

Lord Abbett Convertible I Fund (LCFYX) PerformanceLord Abbett Convertible I Fund (LCFYX) Performance

Most current Lord Abbett Convertible I Fund (LCFYX) Performance

1-month Performance (Convertibles category median performance): 1.51% (1.52%)
3-month Performance (Convertibles category median performance): 8.10% (7.74%)
1 Year Performance (Convertibles category median performance): -11.59% (-8.61%)
3 Year Performance (Convertibles category median performance): 3.81% (3.66%)
5 Year Performance (Convertibles category median performance): 3.85% (4.30%)
Number of Years of positive return: 9 years
Number of Years of negative return: 3 years
3 year Alpha (Convertibles category average): -1.87 (-0.5)
3 year Beta (Convertibles category average): 1.26 (1.14)
3 year Sharpe Ratio: 0.42
3 year Treynor: 2.96

Lord Abbett Convertible I Fund (LCFYX) topholdingTop Stock Holdings in Lord Abbett Convertible I Fund (LCFYX)

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 I Fund (LCFYX) Portfolio AllocationLord Abbett Convertible I Fund (LCFYX) Fund Portfolio Allocation

Lord Abbett Convertible I Fund (LCFYX) Fund Portfolio Allocation data as of 03/2016

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

 

Lord Abbett Convertible I Fund (LCFYX) 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 I-11.593.813.85
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 I Fund (LCFYX) PerformanceOther Financial Data Web Sites on Lord Abbett Convertible I Fund (LCFYX)

Addition research sites for Lord Abbett Convertible I Fund (LCFYX)

 

Lord Abbett Convertible I Fund (LCFYX) Related ResourcesSee more information on Lord Abbett Convertible I (LCFYX) Fund

Popular pages on Lord Abbett Convertible I (LCFYX) Fund

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