Lord Abbett Growth Opportunities P (LGOPX)
28.75
-0.15 (-0.52%)
USD |
Jan 25
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.26% | 839.94M | 0.00% | 27.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -234.15M | 37.93% | 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 | 3.41 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
78
-234.15M
-3.984B
Category Low
9.581B
Category High
3 Months
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3 Years
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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 December 31, 2020
Performance Versus Category
As of January 25, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of January 25, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
RingCentral Inc Class A
|
2.37% | -- | -- |
|
Twilio Inc A
|
2.30% | -- | -- |
|
Splunk Inc
|
2.28% | -- | -- |
|
Align Technology Inc
|
2.02% | -- | -- |
|
DocuSign Inc
|
1.86% | -- | -- |
|
Zendesk Inc
|
1.76% | -- | -- |
|
Fleetcor Technologies Inc
|
1.70% | -- | -- |
|
Ball Corp
|
1.69% | -- | -- |
|
Chipotle Mexican Grill Inc Class A
|
1.67% | -- | -- |
|
Veeva Systems Inc Class A
|
1.61% | -- | -- |
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 | 3.41 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (1-25-21) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (1-22-21) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 34.71 |
| 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 November 30, 2020
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 8/15/2000 |
| Last Annual Report Date | 11/30/2019 |
| Last Prospectus Date | 4/1/2020 |
| 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 |