Lord Abbett Growth Opportunities R5 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Lord Abbett Growth Opportunities Fund Class R5 LGOTX
- NAV / 1-Day Return 37.39 / −4.81 %
- Total Assets 798.9M
-
Adj. Expense Ratio
0.710%
- Expense Ratio 0.710%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 100%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LGOTX
Will LGOTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LGOTX 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 LGOTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vertiv Holdings Co Class A | 4.39 | 28M | Industrials |
Comfort Systems USA Inc | 4.10 | 26M | Industrials |
Howmet Aerospace Inc | 3.91 | 25M | Industrials |
Cloudflare Inc | 2.97 | 19M | Technology |
Quanta Services Inc | 2.78 | 18M | Industrials |
Natera Inc | 2.69 | 17M | Healthcare |
Monolithic Power Systems Inc | 2.43 | 15M | Technology |
Nova Ltd | 2.02 | 13M | Technology |
IDEXX Laboratories Inc | 1.93 | 12M | Healthcare |
MasTec Inc | 1.86 | 12M | Industrials |
United States