Lord Abbett Growth Opportunities P (LGOPX)
17.72
+0.60 (+3.50%)
USD |
Jun 24 2022
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.26% | 603.13M | 0.00% | 68.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -12.92M | -27.84% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of mid-sized companies. It follows a growth style of investing and seeks to identify companies with strong relative growth prospects that the advisor believes are well positioned to benefit from the anticipated economic environment. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, ADRs, and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | LMGAX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Lord Abbett |
| Prospectus Benchmark Index | |
| Russell Mid Cap Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jeffrey Rabinowitz | 4.82 yrs |
| Heidi Lawrence | 1.05 yrs |
| James Sullivan | 1.05 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
40
-12.92M
-4.040B
Category Low
2.948B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of May 31, 2022
Performance Versus Category
As of June 24, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 24, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Palo Alto Networks Inc | 3.36% | 502.00 | -1.71% |
| Cadence Design Systems Inc | 3.28% | 154.45 | -2.01% |
| SBA Communications Corp | 2.43% | 324.28 | -1.05% |
| Amphenol Corp Class A | 2.38% | 66.12 | 0.41% |
| Chipotle Mexican Grill Inc | 2.34% | 1332.05 | 0.23% |
| Lululemon Athletica Inc | 2.26% | 287.50 | -2.00% |
| Hilton Worldwide Holdings Inc | 2.24% | 117.06 | 0.30% |
| DexCom Inc | 2.22% | 76.60 | -1.38% |
| CrowdStrike Holdings Inc Class A | 2.14% | 182.10 | -1.56% |
| Vulcan Materials Co | 2.00% | 145.96 | 0.10% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of mid-sized companies. It follows a growth style of investing and seeks to identify companies with strong relative growth prospects that the advisor believes are well positioned to benefit from the anticipated economic environment. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, ADRs, and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | LMGAX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Lord Abbett |
| Prospectus Benchmark Index | |
| Russell Mid Cap Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jeffrey Rabinowitz | 4.82 yrs |
| Heidi Lawrence | 1.05 yrs |
| James Sullivan | 1.05 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (6-24-22) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (6-24-22) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 34.77 |
| 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 April 30, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 8/15/2000 |
| Last Annual Report Date | 11/30/2021 |
| Last Prospectus Date | 4/1/2021 |
| Share Classes | |
| LGOFX | Other |
| LGOQX | Retirement |
| LGORX | Retirement |
| LGOSX | Retirement |
| LGOTX | Retirement |
| LGOVX | Retirement |
| LMGAX | A |
| LMGCX | C |
| LMGYX | Inst |
| LOMGX | Other |
| Attributes | |
| Enhanced Index Fund | No |
| 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 |