Lord Abbett Growth Leaders C (LGLCX)
22.32
-0.01
(-0.04%)
USD |
Mar 20 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.66% | 5.002B | 0.00% | 140.0% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -938.02M | -24.67% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests in equity securities of U.S. and foreign companies across all market capitalization ranges that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, it invests at least 50% of its net assets in companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | LGLIX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Lord Abbett |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| F. O’Halloran | 11.68 yrs |
| Vernon Bice | 11.17 yrs |
| Matthew DeCicco | 6.17 yrs |
| Benjamin Ebel | 0.22 yrs |
| Steven Wortman | 0.22 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
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Category High
1 Year
% Rank:
88
-938.02M
-15.39B
Category Low
12.30B
Category High
3 Months
% Rank:
--
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Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 20, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 20, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 6.42% | 158.88 | 0.94% |
| Microsoft Corp | 3.62% | 271.53 | -0.26% |
| Mastercard Inc Class A | 3.24% | 352.49 | 0.91% |
| Alphabet Inc Class A | 3.21% | 104.76 | 3.50% |
| NVIDIA Corp | 2.82% | 259.98 | 0.38% |
| Visa Inc Class A | 2.33% | 220.04 | 0.87% |
| Vertex Pharmaceuticals Inc | 2.30% | 300.48 | 0.51% |
| Shopify Inc Registered Shs -A- Subord Vtg | 2.24% | 45.50 | 3.69% |
| Netflix Inc | 2.08% | 304.79 | -0.11% |
| Deere & Co | 2.05% | 402.06 | 1.92% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests in equity securities of U.S. and foreign companies across all market capitalization ranges that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, it invests at least 50% of its net assets in companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | LGLIX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Lord Abbett |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| F. O’Halloran | 11.68 yrs |
| Vernon Bice | 11.17 yrs |
| Matthew DeCicco | 6.17 yrs |
| Benjamin Ebel | 0.22 yrs |
| Steven Wortman | 0.22 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-20-23) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (3-20-23) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 31.56 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of January 31, 2023
Fund Details
| Key Dates | |
| Inception Date | 6/30/2011 |
| Last Annual Report Date | 10/31/2021 |
| Last Prospectus Date | 3/1/2023 |
| Share Classes | |
| LGLAX | A |
| LGLFX | Other |
| LGLIX | Inst |
| LGLOX | Other |
| LGLQX | Retirement |
| LGLRX | Retirement |
| LGLSX | Retirement |
| LGLUX | Retirement |
| LGLVX | Retirement |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |