Lord Abbett Growth Opportunities Fund Class R4 LGOSX

Morningstar Medalist Rating

Strategy

The investment seeks capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The advisor believes these companies possess revenue and earnings growth potential that can exceed market expectations. The fund may invest up to 20% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts (“ADRs”). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
LGOFX
Lord Abbett Growth Opportunities Fund Class FNo LoadOpen $4.04M0.810%Below Average$0−$684,856.97
LOMGX
Lord Abbett Growth Opportunities Fund Class F3No LoadOpen $153.67M0.620%Low$0$46.49M
LMGYX
Lord Abbett Growth Opportunities Fund Class IInstitutionalOpen $150.95M0.710%Below Average$1M$52.07M
LMGAX
Lord Abbett Growth Opportunities Fund Class AFront LoadOpen $375.24M0.960%Low$1,000−$28.35M
LMGCX
Lord Abbett Growth Opportunities Fund Class CLevel LoadOpen $5.86M1.710%Below Average$1,000−$1.89M
LGOPX
Lord Abbett Growth Opportunities Fund Class PLevel LoadLimited $2.92M1.160%Low$0−$206,767.75
LGOTX
Lord Abbett Growth Opportunities Fund Class R5Retirement, LargeOpen $31,228.000.710%Below Average$0$16,912.48
LGOVX
Lord Abbett Growth Opportunities Fund Class R6Retirement, LargeOpen $13.21M0.620%Below Average$0$211,113.16
LGORX
Lord Abbett Growth Opportunities Fund Class R3Retirement, MediumOpen $10.68M1.210%Below Average$0−$1.58M
LGOSX
Lord Abbett Growth Opportunities Fund Class R4Retirement, MediumOpen $999,290.000.960%Low$0−$765,432.51
LGOQX
Lord Abbett Growth Opportunities Fund Class R2Retirement, SmallOpen $388,024.001.310%Low$0$12,607.05

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