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Morningstar

Lord Abbett Growth Opportunities P LGOPX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.80  /  0.84 %
  • Total Assets 450.0 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.160%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 118%

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 10:15 PM GMT+0

Morningstar’s Analysis LGOPX

Will LGOPX 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 LGOPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Lord Abbett Growth Opportunities P to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LGOPX

More LGOPX Holdings
  • Current Portfolio Date
  • Equity Holdings 78
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

Arista Networks Inc

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TransDigm Group Inc

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