Lord Abbett Focused Growth F3 (LFGOX)
| Fund Assets | 171.26M |
| Expense Ratio | 0.73% |
| 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 | 45.95 |
| YTD Return | 7.49% |
| 1-Year Return | 14.08% |
| 5-Year Return | 59.73% |
| 52-Week Low | 36.44 |
| 52-Week High | 47.14 |
| Beta (5Y) | n/a |
| Holdings | 33 |
| Inception Date | Jan 31, 2019 |
About LFGOX
The Lord Abbett Focused Growth Fund Class F3 is an open-end mutual fund that specializes in capital appreciation by investing primarily in growth-oriented equities. The fund targets U.S. companies with above-average, long-term growth potential, allocating at least half of its assets to firms within the market capitalization range of the Russell 1000 Index, while also holding positions in select mid- and small-cap stocks. A small portion, up to 10%, may be allocated to foreign companies, including those from emerging markets. The fund is non-diversified, maintaining a concentrated portfolio—its top ten holdings, which include prominent names like NVIDIA, Amazon, and Microsoft, comprise nearly half its assets. This focused approach allows the fund to actively seek opportunities across sectors such as technology, healthcare, and communication services. Managed by Lord Abbett, the fund is designed for investors seeking exposure to a blend of established and emerging growth leaders, and it frequently trades its portfolio to optimize growth opportunities. The Class F3 share class offers institutional investors a competitively low expense ratio, contributing to its appeal within the large-cap growth fund category.
Performance
LFGOX had a total return of 14.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.55%.
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% |