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LBCFX Lord Abbett Convertible B

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Fund LBCFX Lord Abbett Convertible B CWB SPDR® Barclays Convertible Secs ETF  
100% 88%
Annual Fees
(1.86% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.58% annual return
$6,781.91 $10,562.11
Est. savings over 30 yrs +$3,780.20
As of 9/30/16
1 YR RETURN 8.73%
3 YR 3.51%
5 YR 8.42%
10 YR 4.45%
1 YR RETURN 12.23%
3 YR 7.30%
5 YR 11.21%
10 YR --
The investment seeks current income and the opportunity for capital appreciation to produce a high total return. The fund normally pursues its objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of convertible securities issued by U.S. and foreign companies. Convertible securities may include corporate bonds, debentures, notes, preferred stocks, and any other securities that can be exchanged for common stock or provide an opportunity for equity participation. It also may invest in synthetic convertible securities and convertible structured notes created by other parties.
The investment seeks to provide investment results that before fees and expenses correspond generally to the price and yield performance of the Barclays U.S. Convertible Bond >$500MM Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities with outstanding issue sizes greater than $500 million. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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