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Morningstar

Lord Abbett Focused Growth F LFGFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 28.48  /  −0.04 %
  • Total Assets 54.9 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 169%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LFGFX

Will LFGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LFGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LFGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LFGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Focused Growth F's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LFGFX

More LFGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.71 6.4 Mil
Technology

Microsoft Corp

6.75 3.7 Mil
Technology

Meta Platforms Inc Class A

6.58 3.6 Mil
Communication Services

Amazon.com Inc

6.42 3.5 Mil
Consumer Cyclical

Arista Networks Inc

3.76 2.1 Mil
Technology

Spotify Technology SA

3.32 1.8 Mil
Communication Services

Intuitive Surgical Inc

3.28 1.8 Mil
Healthcare

Eli Lilly and Co

3.28 1.8 Mil
Healthcare

DraftKings Inc Ordinary Shares - Class A

3.27 1.8 Mil
Consumer Cyclical

Shopify Inc Registered Shs -A- Subord Vtg

3.18 1.7 Mil
Technology