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Lord Abbett Growth Opportunities R3 LGORX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 20.84  /  +1.02 %
  • Total Assets 476.5 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 149%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis LGORX

Will LGORX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Lord Abbett Growth Opportunities R3 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-highest quintile among peers.

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Portfolio Holdings LGORX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MongoDB Inc Class A

3.06 13.1 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

3.03 12.9 Mil
Communication Services

Spotify Technology SA

2.49 10.6 Mil
Communication Services

Monolithic Power Systems Inc

2.31 9.8 Mil
Technology

Rambus Inc

2.23 9.5 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

2.21 9.4 Mil
Consumer Cyclical

Datadog Inc Class A

2.15 9.2 Mil
Technology

Duolingo Inc

2.13 9.1 Mil
Technology

CrowdStrike Holdings Inc Class A

2.09 8.9 Mil
Technology

Dynatrace Inc Ordinary Shares

2.06 8.8 Mil
Technology