Lord Abbett Focused Growth R4 (LFGSX)
| Fund Assets | 171.26M |
| Expense Ratio | 1.05% |
| 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 | 44.39 |
| YTD Return | 7.30% |
| 1-Year Return | 13.68% |
| 5-Year Return | 56.92% |
| 52-Week Low | 35.49 |
| 52-Week High | 45.87 |
| Beta (5Y) | n/a |
| Holdings | 33 |
| Inception Date | n/a |
About LFGSX
Lord Abbett Focused Growth Fund Class R4 is a mutual fund designed to pursue long-term capital growth by investing primarily in the equity securities of U.S. companies. The fund selectively targets businesses that the management team believes exhibit above-average growth potential, focusing on companies with robust fundamentals and sustainable competitive advantages. Its portfolio is notably concentrated, typically holding a limited number of stocks, which allows for a high-conviction approach to growth investing. As of the latest reporting, the fund's sector exposure includes significant allocations to health care, financials, and information technology, with smaller weights in communication services and industrials. This focus positions the fund to benefit from trends in innovation and economic expansion within the large-cap growth segment. Managed by a dedicated investment team at Lord Abbett, the fund aims to outperform broader growth benchmarks by emphasizing quality and growth attributes in its selection process, making it a notable participant in the competitive landscape of U.S. growth-oriented mutual funds.
Performance
LFGSX had a total return of 13.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.14%.
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% |