• Lord Abbett Growth Opportunities Fund

Lord Abbett
US, Multi-Cap Growth

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Lord Abbett Growth Opportunities Fund

LGORX

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

Strategy Process Research Risk Philosophy

Price

Last Close

$31.35 ( +0.2 )

52 Week HL

$31.35 - $22.29

Net Assets

$868.23 M

Expense Ratio

0.75 %

Sector Allocation

Mar 17, 2021

Top 10 Holdings

Mar 17, 2021

Company Name

  • Ringcentral Inc
  • Twilio Inc.
  • Align Technology
  • DocuSign, Inc.
  • Roku, Inc.

Holding

  • 2.8
  • 2.6
  • 2.2
  • 1.9
  • 1.8

Company Name

  • Zendesk, Inc.
  • Burlington Stores
  • Chipotle Mexican
  • Veeva Systems
  • Match Group,
  • Total

Holding

  • 1.8
  • 1.7
  • 1.7
  • 1.7
  • 1.6
  • 19.8%

Manager

Name

Jeffrey Rabinowitz

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

12.4 %

3 Year

74.15%

5 Year

99.22%

Best

45.28%
2009

Worst

-38.33%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -1.6% -19.4% 19.8% 1.7% 6.9% -2.2% 7.5% 1.2% 11.3% 16.8% -
Q2 7.5% 31.7% 5.4% 5% 5.1% 2.4% 0.9% 2.9% 3.9% -7.1% -
Q3 6.2% 11% -2.3% 7.3% 4.2% 2.5% -7.9% -2.9% 9.5% 4.1% -
Q4 - 2.2% 2.8% -13.7% 4.5% -1.9% 2.4% 25.2% 8.4% -0.2% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.9% 3.6% -3.1% 5.7% -3.9% 5.8% 2.7% 2.5% 0.9% - - -
2020 2% -6.4% -15.6% 14.9% 9.8% 4.5% 7.7% 3.6% -0.6% 1.1% 12% -9.8%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
LGORX 12%20%29%-4%23%1%2%27%37%14%-10%
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -8%-17%-5%-0%-5%-5%-1%16%5%0%-11%

LGORX Russell 3000

Chart +