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Lord Abbett Growth Opportunities R2 (LGOQX)

18.74 -0.14 (-0.74%)
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.

Lord Abbett Growth Opportunities R2

Jersey City NJ 07302
90 Hudson Street 11th Floor

Fund Overview

Category Mid-Cap Growth
Fund Family Lord Abbett
Net Assets 481.37M
YTD Return 15.25%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Operations

Last Dividend --
Last Cap Gain 19.00
Holdings Turnover 149.00%
Average for Category --

Fees & Expenses

Expense LGOQX Category Average
Annual Report Expense Ratio (net) 0.96% 1.09%
Prospectus Net Expense Ratio 0.96% --
Prospectus Gross Expense Ratio 1.16% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

F. Thomas O’Halloran, Lead Manager since September 16, 2022
F. Thomas O’Halloran, J.D., CFA, Partner & Director Mr. O'Halloran is the lead portfolio manager of the small cap growth, micro cap growth, and growth equity strategies. Mr. O'Halloran joined Lord Abbett in 2001 as a research analyst for the small cap growth equity strategy and was named Partner in 2003. His prior experience includes Executive Director/Senior Research Analyst at Dillon, Read & Co. and as a trial attorney. Mr. O'Halloran received an AB from Bowdoin College, a JD from Boston College, and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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