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Lord Abbett Convertible Fd - Cl R2: (MF: LBCQX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:54 PM ET

$18.66 USD

-0.19 (-1.01%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.82 13
3 months 3.46 32
6 months 15.02 25
1 Year 23.79 13
3 Year 14.44 22
5 Year 2.77 85
10 Year 12.35 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -34.64
Bull Market (2/09 - 3/21) 479.58

Load Adjusted Returns as of Jan 31, 2026

1 Year 21.50
5 Year 2.23
10 Year 10.97
Since Inception 7.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.57 11.66 7.36 2.96
2024 4.53 0.16 4.21 3.79
2023 1.96 1.86 -2.97 5.76
2022 -7.79 -16.23 -0.47 -0.68
2021 1.43 -0.45 0.04 -1.25

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.8121.5013.266.57-23.64-0.2563.3624.27-3.9816.1811.94
% Total Return Rel to Index 0.003.28-11.75-19.67-5.44-28.9444.95-7.210.40-5.600.01
% Total Return Rel to Peer 0.005.272.17-2.24-5.55-4.6021.582.66-2.513.534.46
% Perf Quintile vs Peer* 0.000.000.005.005.005.001.003.005.002.001.00
% Dividends 0.000.220.240.180.250.020.130.210.420.250.36
% Yield NA1.241.661.651.970.130.581.443.371.873.04
Capital Gains ($) 0.000.000.000.000.002.722.870.960.390.000.00
Expense Ratio 0.001.501.491.501.461.421.461.451.441.431.47

* 1 = Top 20%, 5 = Bottom 20%