Lord Abbett Health Care R4 (LHCSX)

Fund Assets	8.74M
Expense Ratio	1.074%
Min. Investment	$0.00
Turnover	91.00%
Dividend (ttm)	0.04
Dividend Yield	0.15%
Dividend Growth	-41.46%
Payout Frequency	Annual
Ex-Dividend Date	Dec 2, 2025

Previous Close	23.72
YTD Return	5.42%
1-Year Return	15.22%
5-Year Return	22.84%
52-Week Low	20.45
52-Week High	25.00
Beta (5Y)	n/a
Holdings	55
Inception Date	Jul 31, 2019

About LHCSX

Lord Abbett Health Care Fund Class R4 is an actively managed mutual fund that seeks to achieve long-term capital growth by investing primarily in the stocks of companies within the health care sector. The fund targets a broad range of firms involved in health care, including health care equipment, pharmaceuticals, biotechnology, and related industries, both in the United States and internationally. Its investment strategy focuses on identifying opportunities across various health care sub-sectors, aiming to capture growth trends and innovation in one of the world’s most dynamic industries. The fund’s holdings may include established market leaders as well as emerging companies developing new medical treatments and technologies. Lord Abbett Health Care Fund Class R4 is positioned as a sector-specific fund, offering investors targeted exposure to the health care industry, which plays a critical role in the global economy due to ongoing demographic shifts, advancements in medical research, and changing health care needs. It is particularly relevant for investors seeking to diversify their portfolios with a focus on industry trends and innovations shaping the future of health care. The fund is characterized by a net expense ratio that is higher than average compared to its peers, reflecting the active management approach and specialized sector focus.

• Fund Family: Lord Abbett
• Category: Health
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LHCSX
• Share Class: Class R4
• Index: MSCI ACWI/Health Care NR Index

Performance

LHCSX had a total return of 15.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.55%.

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
Dec 2, 2025	$0.036	Dec 2, 2025
Nov 26, 2024	$0.0615	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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