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Morningstar

Lord Abbett Growth Opportunities I LMGYX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 25.92  /  +1.21 %
  • Total Assets 439.0 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 149%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Lord Abbett Growth Opportunities I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LMGYX

More LMGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spotify Technology SA

3.17 14.0 Mil
Communication Services

HubSpot Inc

2.74 12.1 Mil
Technology

Vertiv Holdings Co Class A

2.51 11.1 Mil
Industrials

CrowdStrike Holdings Inc Class A

2.45 10.9 Mil
Technology

Chipotle Mexican Grill Inc

2.38 10.6 Mil
Consumer Cyclical

Monolithic Power Systems Inc

2.35 10.4 Mil
Technology

Natera Inc

2.31 10.3 Mil
Healthcare

TransDigm Group Inc

2.31 10.3 Mil
Industrials

Pinterest Inc Class A

2.27 10.1 Mil
Communication Services

Cava Group Inc

2.13 9.5 Mil
Consumer Cyclical