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Lord Abbett Growth Opportunities R3 (LGORX)

19.79 +0.56 (+2.91%)
At close: 6:45 PM EDT
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DELL
  • Previous Close 19.23
  • YTD Return 15.27%
  • Expense Ratio 0.96%
  • Category Mid-Cap Growth
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 481.37M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 149.00%
  • Last Dividend --
  • Inception Date Aug 1, 1995

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The advisor believes these companies possess revenue and earnings growth potential that can exceed market expectations. 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.

Lord Abbett

Fund Family

Mid-Cap Growth

Fund Category

481.37M

Net Assets

1995-08-01

Inception Date

Performance Overview: LGORX

Trailing returns as of 4/22/2024. Category is Mid-Cap Growth.

YTD Return

LGORX
15.27%
Category
10.80%
 

1-Year Return

LGORX
19.41%
Category
48.17%
 

3-Year Return

LGORX
2.54%
Category
21.26%
 

5-Year Return

LGORX
7.71%
Category
20.18%
 

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Holdings: LGORX

Top 10 Holdings (24.21% of Total Assets)

SymbolCompany% Assets
DASH
DoorDash, Inc. 3.11%
SPOT
Spotify Technology S.A. 3.08%
DKNG
DraftKings Inc. 2.46%
CRWD
CrowdStrike Holdings, Inc. 2.41%
MPWR
Monolithic Power Systems, Inc. 2.39%
SAIA
Saia, Inc. 2.32%
ANET
Arista Networks, Inc. 2.15%
DDOG
Datadog, Inc. 2.11%
MDB
MongoDB, Inc. 2.09%
VRT
Vertiv Holdings Co 2.09%

Sector Weightings

SectorLGORX
Technology   37.04%
Industrials   17.07%
Healthcare   15.91%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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