LOCFX Mutual Fund

LOCFX Mutual Fund (Lord Abbett Convertible Fund Class F3) is managed by Lord Abbett Family of Funds. LOCFX expense ratio is 0.82%, holding 104 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-04-04.

LOCFX performance shows a YTD return of 9.76%. The 1-year return is 15.54% and the 5-year return is 4.99%. LOCFX dividend yield stands at 1.54%, paid quarterly.

LOCFX top holdings include Redfin Corporation (4.1%), 'bank of America Corp.0.0725 Preferred Series 'l' Convert' (3.7%), Akamai Technologies Inc 144A5/15/2030 (3.5%), Western Digital Corporation 3% Nov 15, 2028 (3.2%), Nextera Energy Inc Pfd (2.9%). Go to all LOCFX holdings, LOCFX sectors, or LOCFX dividends.

LOCFX can be compared against other funds. Use LOCFX overlap to find shared positions, or LOCFX vs another fund for a side-by-side view. LOCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.