Morningstar

Lord Abbett Growth Leaders Fund Class F3 LGLOX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 62.42  /  −0.37 %
  • Total Assets 7.9B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 72%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis LGLOX

Will LGLOX outperform in the 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 LGLOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGLOX 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 LGLOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This aggressive-growth process delivers wide swings and mixed results.

Analyst Drew Carter

Drew Carter

Analyst

Summary

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.

by Drew Carter
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Portfolio Holdings LGLOX

More LGLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Comfort Systems USA Inc

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Lam Research Corp

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GE Aerospace

2.14 169M
Industrials

Arista Networks Inc

2.06 163M
Technology

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