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Lord Abbett Convertible Class F3: (MF: LOCFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:02 PM ET

$18.30 USD

+0.16 (0.88%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.56 4
3 months 7.07 5
6 months 15.07 1
1 Year 29.34 4
3 Year 16.44 1
5 Year 3.09 65
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 22.43
5 Year 2.93
10 Year NA
Since Inception 11.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.36 11.88 7.54 3.16
2024 4.72 0.39 4.33 3.91
2023 2.14 2.03 -2.78 5.89
2022 -7.56 -16.09 -0.31 -0.53
2021 1.54 -0.21 0.17 -1.15

Annual Return

202620252024202320222021202020192018
% Total Return 7.5622.4314.007.29-23.100.3364.4725.04-3.40
% Total Return Rel to Index 4.424.21-11.02-18.94-4.90-28.3446.07-6.440.99
% Total Return Rel to Peer 1.446.202.91-1.52-5.01-4.0122.703.42-1.93
% Perf Quintile vs Peer* 1.001.000.004.005.005.001.002.004.00
% Dividends 0.000.320.320.260.330.130.230.300.20
% Yield 0.001.762.162.352.570.671.031.991.52
Capital Gains ($) 0.000.000.000.000.002.722.870.960.70
Expense Ratio 0.000.810.810.810.790.750.800.830.81

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