Morningstar

Lord Abbett Growth Opportunities Fund Class F3 LOMGX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $34.04  /  −4.70 %
  • Fund Size $718.0M
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis LOMGX

Will LOMGX outperform in the 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 LOMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Growth Opportunities F3 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LOMGX

More LOMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

4.04 31M
Industrials

Datadog Inc Class A

2.99 23M
Technology

Cloudflare Inc

2.85 22M
Technology

Natera Inc

2.56 19M
Healthcare

Guardant Health Inc

2.40 18M
Healthcare

Snowflake Inc Ordinary Shares

2.30 17M
Technology

Astera Labs Inc

2.15 16M
Technology

Interactive Brokers Group Inc Class A

1.99 15M
Financial Services

Revolution Medicines Inc Ordinary Shares

1.98 15M
Healthcare

EMCOR Group Inc

1.89 14M
Industrials

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