Nasdaq - Delayed Quote USD

Lord Abbett Trust I - Mid Cap Innovation Growth Fund (LGIIX)

10.15 0.00 (0.00%)
At close: November 21 at 8:00 PM EST

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Thrivent – Advisory Eligible
  • Securities America Advisors
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

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. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"), and other similar depositary receipts. The fund may engage in active and frequent trading of its portfolio securities.

Fund Overview

Category Mid-Cap Growth
Fund Family Lord Abbett
Net Assets 7.79M
YTD Return -36.24%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 29, 2020

Performance & Risk

YTD Return -36.24%
5y Average Return 0.00%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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