Mutual Funds - Profile

Lord Abbett Growth Leaders Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to identify companies demonstrating above-average growth prospects in the long term.

The Investment team integrates environmental, social and governance factors as part of its process.

Then the research team focuses on companies with successful business concepts and industries such as the cloud and artificial intelligence and biotechnology, medical devices, and ecommerce that are leading the technology revolution.

The team believes these companies exhibit fundamental strength and More

Price

  • Last Close
  • $48.96
    +1.93
  • 52 Week HL
  • $49.31 - $37.36
  • Net Assets
  • $9170 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 17, 2021

Top 10 Holdings
Mar 17, 2021

Company Holding
Apple Inc 5.3
Microsoft Corporation 5.3
Amazon Com 5.1
Alphabet Inc 5.0
Roku, Inc. 2.4
Company Holding
NVIDIA Corporation 2.3
PayPal Holdings 2.0
Pinterest, Inc. 2.0
Square, Inc. 2.0
Uber Technologies, 2.0
Total 33.4%

Manager

  • Name
  • F. Thomas O’Halloran
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
9.8 % YTD

  • 3 Year
  • 91.07%
  • 5 Year
  • 176.37%
  • Best
  • 59.39%
    2020
  • Worst
  • -1.7%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
LGLQX 19%37%34%-3%28%6%4%11%32%13%1%
S&P 500 21%16%29%-6%19%10%-1%11%30%0%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -4% -9.8% 20.7% 4.5% 7.9% -4% 4.6% 2% 11.5% 15.6% -
Q2 6.4% 40% 5.3% 10% 6% 0.6% 1.1% 3.5% 8.2% -6.5% -
Q3 7.2% 18.8% -6.9% 9.8% 6.4% 5.9% -6.3% -0.1% 11.9% 3% -
Q4 6.3% 6.3% 2.5% -20.3% 7.2% -2% 7.2% 4.1% 8.6% -2.4% -

Returns +
M

J F M A M J J A S O N D
2021 0.1% 1.1% -5.1% 5.4% -4.2% 5.4% 3.6% 3.5% - 0.2% - -
2020 3.9% -4.2% -9.4% 15.7% 8.9% 11% 8.7% 9.9% -0.5% -1.3% 1.2% 6.5%

Annual Return

Index Comparison

Alpha

NAV