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Lord Abbett Growth Opportunities P (LGOPX)

20.26 +0.24 (+1.20%)
At close: 8:00 PM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.24%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 6

Performance & Risk

YTD Return 10.23%
5y Average Return 6.11%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
LGOPXCategory AverageLGOPXCategory AverageLGOPXCategory Average
Alpha -13.56 0.01 -6.68 0.01 -4.37 -0.02
BETA 1.1 0.01 1.06 0.01 1.05 0.01
Mean Annual Return -0.02 0.02 0.82 0.02 0.8 0.01
R-squared 79.09 0.82 78.88 0.79 79.45 0.8
Standard Deviation 21.71 0.23 21.88 0.19 17.91 0.17
Sharpe Ratio -0.14 0.01 0.35 0.01 0.46 0.01
Treynor Ratio -4.97 0.18 5.31 0.17 6.53 0.12

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