Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.78% 7.672M 0.00% 114.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
3.005M 20.04% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity and equity-related securities of health care-related companies. The Advisor considers health care-related companies to be those companies that operate in, or are related to, the major subsectors of the health care sector, including pharmaceuticals, biotechnology, health care technology, life sciences tools and services, health care equipment and supplies, and health care providers and services.
General
Security Type Mutual Fund
Oldest Share Symbol --
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Prospectus Objective Specialty - Health
Fund Owner Firm Name Lord Abbett
Prospectus Benchmark Index
MSCI ACWI/Health Care NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Devesh Karandikar 2.67 yrs
Matthew DeCicco 2.67 yrs
Heidi Lawrence 0.38 yrs
Samantha Shevins 0.38 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 33
3.005M
-4.465B Category Low
6.183B Category High
3 Months
% Rank: --
-- 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 September 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
--
--
--
--
--
--
37.42%
9.63%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.86%
20.66%
3.23%
-11.50%
15.75%
0.73%
32.33%
14.71%
9.81%
35.85%
5.36%
-14.40%
31.40%
-3.40%
18.58%
41.67%
5.80%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
11.50%
31.94%
12.98%
-10.28%
28.09%
1.35%
29.25%
30.27%
14.15%
As of October 25, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-25-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (10-22-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 29.27
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 August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Asset Allocation

As of August 31, 2021.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Roche Holding AG
4.32% -- --
UnitedHealth Group Inc 4.19% 454.56 1.13%
Eli Lilly and Co 4.07% 248.43 1.38%
AstraZeneca PLC
3.75% -- --
Danaher Corp 3.55% 306.94 0.27%
Thermo Fisher Scientific Inc 3.45% 608.25 0.08%
Medtronic PLC 2.89% 124.06 0.41%
Novo Nordisk A/S Class B
2.68% -- --
Align Technology Inc 2.64% 593.25 0.58%
Intuitive Surgical Inc 2.59% 348.87 1.54%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity and equity-related securities of health care-related companies. The Advisor considers health care-related companies to be those companies that operate in, or are related to, the major subsectors of the health care sector, including pharmaceuticals, biotechnology, health care technology, life sciences tools and services, health care equipment and supplies, and health care providers and services.
General
Security Type Mutual Fund
Oldest Share Symbol --
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Prospectus Objective Specialty - Health
Fund Owner Firm Name Lord Abbett
Prospectus Benchmark Index
MSCI ACWI/Health Care NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Devesh Karandikar 2.67 yrs
Matthew DeCicco 2.67 yrs
Heidi Lawrence 0.38 yrs
Samantha Shevins 0.38 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-25-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (10-22-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 29.27
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 August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Fund Details

Key Dates
Inception Date 7/31/2019
Last Annual Report Date 10/31/2020
Last Prospectus Date 3/1/2021
Share Classes
LHCAX A
LHCCX C
LHCFX Other
LHCOX Other
LHCQX Retirement
LHCSX Retirement
LHCTX Retirement
LHCVX Retirement
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