Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.81% 817.15M 0.00% 27.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-242.20M 38.37% 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 3.24 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
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: 75
-242.20M
-3.676B Category Low
6.489B 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 November 30, 2020

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)
--
--
--
--
--
--
--
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As of December 03, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2013
2014
2015
2016
2017
2018
2019
YTD
37.61%
6.59%
2.93%
1.28%
23.20%
-3.13%
37.10%
33.87%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
15.47%
32.38%
11.44%
-5.24%
1.49%
27.20%
-4.97%
34.76%
38.05%
31.57%
8.75%
0.32%
7.14%
24.84%
-7.73%
29.02%
33.44%
37.63%
4.78%
-3.51%
11.26%
20.86%
-3.40%
32.79%
25.54%
34.57%
11.47%
2.06%
7.50%
24.89%
-2.98%
38.07%
25.46%
As of December 03, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-3-20) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (11-25-20) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 33.44
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 September 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2020

Asset Allocation

As of September 30, 2020.
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
RingCentral Inc Class A 2.48% 333.30 -1.16%
Splunk Inc 2.38% 161.40 2.13%
DocuSign Inc 1.93% 243.86 5.56%
Twilio Inc A 1.92% 319.51 -0.08%
O'Reilly Automotive Inc 1.87% 450.17 0.82%
Chipotle Mexican Grill Inc Class A 1.83% 1335.74 2.06%
CoStar Group Inc 1.81% 892.40 2.49%
Church & Dwight Co Inc 1.70% 86.41 -0.21%
Veeva Systems Inc Class A 1.69% 272.53 -0.50%
Ball Corp 1.66% 94.24 1.73%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee Upgrade
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 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 3.24 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-3-20) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (11-25-20) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 33.44
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 September 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2020

Fund Details

Key Dates
Inception Date 12/9/1998
Last Annual Report Date 11/30/2019
Last Prospectus Date 4/1/2020
Share Classes
LGOFX Other
LGOPX Other
LGOQX Retirement
LGORX Retirement
LGOSX Retirement
LGOTX Retirement
LGOVX Retirement
LMGAX A
LMGCX C
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