Mutual Funds - Profile

Lord Abbett Growth Opportunities Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

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

The investment process is designed to highlight companies in the benchmark index that demonstrate growth potential.

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

Then the research team relies on fundamental analysis to identify businesses with attractive franchises and operated by management teams with proven track record.

The team prefers companies that are lagging in market price for temporary reasons and trading at a significant discount to their estimated intrinsic More

Price

  • Last Close
  • $20.04
    -0.12
  • 52 Week HL
  • $21.37 - $16.22
  • Net Assets
  • $868.23 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 17, 2021

Top 10 Holdings
Mar 17, 2021

Company Holding
Ringcentral Inc 2.8
Twilio Inc. 2.6
Align Technology 2.2
DocuSign, Inc. 1.9
Roku, Inc. 1.8
Company Holding
Zendesk, Inc. 1.8
Burlington Stores 1.7
Chipotle Mexican 1.7
Veeva Systems 1.7
Match Group, 1.6
Total 19.8%

Manager

  • Name
  • Jeffrey Rabinowitz
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
8.7 % YTD

  • 3 Year
  • 53.53%
  • 5 Year
  • 81.72%
  • Best
  • 55.64%
    1999
  • Worst
  • -38.7%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
LMGCX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -1.7% -19.6% 19.6% 1.5% 6.7% -2.3% 7.4% 1.1% 11.1% 16.7% -
Q2 7.4% 29% 5.2% 4.8% 5% 2.3% 0.7% 2.8% 3.7% -7.3% -
Q3 0.4% 10% -2.4% 7.2% 4% 2.4% -8% -3% 9.4% 3.9% -
Q4 2.5% -4.1% 0.7% -13.8% 4.4% -2% 2.2% 8.9% 8.3% -0.3% -

Returns +
M

J F M A M J J A S O N D
2021 -1.9% 2.7% -2.5% 5.7% -3.9% 5.7% 2.6% 2.4% -4.5% 2.5% - -
2020 2% -6.4% -15.7% 14.8% 9.7% 2.4% 9.8% 3.6% -0.6% 1.1% 11.9% -15.2%

Annual Return

Index Comparison

Alpha

NAV