Lord Abbett Growth Opportunities Fund I (LMGYX)
29.09
-0.29
(-0.99%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. Under normal conditions, Lord Abbett Growth Opportunities Fund invests 80% of its net assets, plus any borrowing for investment purposes, in equity securities of mid-sized companies that the portfolio management team believes demonstrate above-average, long-term growth potential. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Lord Abbett |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of November 30, 2024.
| Type | % Net |
|---|---|
| Cash | 1.94% |
| Stock | 98.06% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Palantir Technologies Inc | 3.99% | 86.00 | 1.90% |
| AppLovin Corp | 3.78% | 314.18 | -3.97% |
| Natera Inc | 2.87% | 143.36 | 0.71% |
| Reddit Inc | 2.75% | 164.90 | 3.60% |
| CyberArk Software Ltd | 2.63% | 351.27 | -0.84% |
| Spotify Technology SA | 2.63% | 574.95 | -1.57% |
| The Trade Desk Inc | 2.55% | 65.40 | -3.25% |
| Vertiv Holdings Co | 2.40% | 86.83 | 0.51% |
| Carvana Co | 2.18% | 210.20 | -2.27% |
| Axon Enterprise Inc | 2.07% | 525.49 | -0.53% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.45% |
| Administration Fee | 10.06K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1.00M None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. Under normal conditions, Lord Abbett Growth Opportunities Fund invests 80% of its net assets, plus any borrowing for investment purposes, in equity securities of mid-sized companies that the portfolio management team believes demonstrate above-average, long-term growth potential. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Lord Abbett |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 50.63% |
| EPS Growth (3Y) | 27.49% |
| EPS Growth (5Y) | 30.39% |
| Sales Growth (1Y) | 23.95% |
| Sales Growth (3Y) | 31.15% |
| Sales Growth (5Y) | 29.06% |
| Sales per Share Growth (1Y) | 22.43% |
| Sales per Share Growth (3Y) | 27.67% |
| Operating Cash Flow - Growth Ratge (3Y) | 29.96% |
As of November 30, 2024
Fund Details
| Key Dates | |
| Inception Date | 12/9/1998 |
| Last Annual Report Date | 11/30/2024 |
| Last Prospectus Date | 4/1/2024 |
| Share Classes | |
| LGOFX | F |
| LGOPX | P |
| LGOQX | Retirement |
| LGORX | Retirement |
| LGOSX | Retirement |
| LGOTX | Retirement |
| LGOVX | Retirement |
| LMGAX | A |
| LMGCX | C |
| LOMGX | F3 |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:LMGYX", "name") |
| Broad Asset Class: =YCI("M:LMGYX", "broad_asset_class") |
| Broad Category: =YCI("M:LMGYX", "broad_category_group") |
| Prospectus Objective: =YCI("M:LMGYX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |