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Morningstar

Lord Abbett Growth Opportunities R2 LGOQX

Morningstar Analyst Rating
Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.10  /  1.84 %
  • Total Assets 466.8 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 68%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LGOQX

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

People Pillar

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

Summary

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Lord Abbett Growth Opportunities R2's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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