Lord Abbett Focused Growth F (LFGFX)
| Fund Assets | 171.26M |
| Expense Ratio | 0.80% |
| Min. Investment | $0.00 |
| Turnover | 84.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 45.61 |
| YTD Return | 9.14% |
| 1-Year Return | 16.55% |
| 5-Year Return | 62.95% |
| 52-Week Low | 36.18 |
| 52-Week High | 46.80 |
| Beta (5Y) | n/a |
| Holdings | 33 |
| Inception Date | Jan 31, 2019 |
About LFGFX
The Lord Abbett Focused Growth Fund Class F is a mutual fund designed to provide long-term capital growth by primarily investing in the stocks of U.S. companies that demonstrate above-average, long-term growth potential. Managed by an experienced investment team, the fund typically maintains a concentrated portfolio, with recent allocations featuring approximately 31 holdings and nearly half of the portfolio’s assets in its top ten positions. Its investments span a variety of sectors, including information technology, communication services, consumer discretionary, health care, and more, with significant exposure to innovative and market-leading companies such as NVIDIA, Meta Platforms, Amazon.com, and Microsoft. The fund benchmarks its performance against indices like the Russell 1000 Growth Index and the S&P 500, aiming to harness growth trends within large-cap equities. With an annual net expense ratio of 0.80%, the Lord Abbett Focused Growth Fund Class F is structured to appeal to investors seeking focused growth strategies across dynamic sectors of the U.S. economy, while adhering to a disciplined investment process and active management style.
Performance
LFGFX had a total return of 16.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.68%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
61.30% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 15.02% |
| Alphabet Inc. | GOOGL | 9.94% |
| Apple Inc. | AAPL | 6.47% |
| Amazon.com, Inc. | AMZN | 6.15% |
| Comfort Systems USA, Inc. | FIX | 5.22% |
| Broadcom Inc. | AVGO | 4.79% |
| Eli Lilly and Company | LLY | 4.19% |
| GE Vernova Inc. | GEV | 3.94% |
| Lam Research Corporation | LRCX | 2.91% |
| Microsoft Corporation | MSFT | 2.67% |