Lord Abbett Growth Equity’s aggressive, momentum-driven approach can leave investors exposed when market leadership shifts. The strategy—available through a US mutual fund and separate account, as well as an Ireland-domiciled vehicle—leans heavily on fast-growing companies and technical signals, resulting in pronounced performance swings and an uneven long-term record relative to its benchmark.
Lord Abbett Growth Leaders Fund Class I LGLIX
- NAV / 1-Day Return 59.24 / −4.62 %
- Total Assets 7.7B
-
Adj. Expense Ratio
0.640%
- Expense Ratio 0.640%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 72%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 12:45 AM GMT+0
Morningstar’s Analysis LGLIX
Will LGLIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LGLIX 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 LGLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.80 | 828M | Technology |
Alphabet Inc Class A | 7.00 | 453M | Communication Services |
Apple Inc | 5.86 | 379M | Technology |
Amazon.com Inc | 4.72 | 306M | Consumer Cyclical |
Eli Lilly and Co | 3.61 | 234M | Healthcare |
Comfort Systems USA Inc | 3.17 | 205M | Industrials |
Broadcom Inc | 3.02 | 195M | Technology |
Cloudflare Inc | 2.69 | 174M | Technology |
Palantir Technologies Inc Ordinary Shares - Class A | 2.53 | 164M | Technology |
Natera Inc | 2.51 | 163M | Healthcare |
United States