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Morningstar

Lord Abbett Growth Opportunities I LMGYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.79  /  1.92 %
  • Total Assets 459.4 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 68%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis LMGYX

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

People Pillar

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

Summary

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Lord Abbett Growth Opportunities I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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