Lord Abbett Health Care R3 (LHCQX)

Fund Assets	8.74M
Expense Ratio	1.341%
Min. Investment	$0.00
Turnover	91.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.31
YTD Return	5.19%
1-Year Return	14.88%
5-Year Return	21.31%
52-Week Low	20.12
52-Week High	24.58
Beta (5Y)	n/a
Holdings	55
Inception Date	Jul 31, 2019

About LHCQX

Lord Abbett Health Care Fund Class R3 is a mutual fund designed to provide long-term capital growth by investing primarily in equities of companies within the healthcare sector. The fund seeks to capture opportunities across a broad spectrum of healthcare industries, including pharmaceuticals, biotechnology, medical devices, and healthcare services. It is managed by Lord Abbett, a firm known for its active management approach. Notable characteristics include a focus on both large, established industry leaders and innovative growth companies poised to benefit from advances in medical science and changes in healthcare delivery. The fund’s portfolio is diversified across various subsectors, which can help manage risks specific to the healthcare field. Lord Abbett Health Care Fund Class R3 plays a significant role in the financial market by offering investors targeted exposure to healthcare, a sector known for its resilience and growth potential driven by demographic trends, technological advancements, and evolving global health needs.

• Fund Family: Lord Abbett
• Category: Health
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LHCQX
• Share Class: Class R3
• Index: MSCI ACWI/Health Care NR Index

Performance

LHCQX had a total return of 14.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.28%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LHCOX	Class F3	0.68%
LHCVX	Class R6	0.68%
LHCIX	Class I	0.78%
LHCFX	Class F	0.78%

Top 10 Holdings

44.28% of assets

Name	Symbol	Weight
Eli Lilly and Company	LLY	10.72%
UnitedHealth Group Incorporated	UNH	5.57%
Johnson & Johnson	JNJ	5.11%
Novartis AG	NOVN	4.32%
Natera, Inc.	NTRA	3.71%
Gilead Sciences, Inc.	GILD	3.64%
CVS Health Corporation	CVS	3.44%
Guardant Health, Inc.	GH	2.69%
Galderma Group AG	GALD	2.68%
Thermo Fisher Scientific Inc.	TMO	2.39%

Dividend History

Ex-Dividend	Amount	Pay Date
Nov 26, 2024	$0.0648	Nov 26, 2024
Nov 23, 2021	$1.4724	Nov 23, 2021
Nov 24, 2020	$2.3119	Nov 24, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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