Lord Abbett Focused Growth Fund Class R6 (LFGVX)
| Fund Assets | 152.88M |
| Expense Ratio | 0.70% |
| Min. Investment | $1,000,000 |
| 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 | 39.71 |
| YTD Return | -6.90% |
| 1-Year Return | -0.55% |
| 5-Year Return | 34.67% |
| 52-Week Low | 28.71 |
| 52-Week High | 46.46 |
| Beta (5Y) | n/a |
| Holdings | 33 |
| Inception Date | Jan 31, 2019 |
About LFGVX
Lord Abbett Focused Growth Fund Class R6 is an actively managed mutual fund designed to achieve long-term capital growth by investing primarily in stocks of U.S. companies. The fund maintains a focused portfolio, typically holding a limited number of growth-oriented companies, with just 31 holdings as of May 2025 and a weighted average market capitalization exceeding $1 trillion. This concentrated approach allows the fund to emphasize high-conviction investments in sectors and companies with strong growth potential. The fund’s share class, R6, is tailored for institutional investors and features relatively low fees, with a net expense ratio of 0.70% as of May 2025, benefiting from contractual fee waivers. With its emphasis on high-quality, innovative businesses, the Lord Abbett Focused Growth Fund Class R6 serves investors seeking exposure to leading names in the U.S. growth equity market, while aiming for long-term appreciation through disciplined stock selection and active management.
Performance
LFGVX had a total return of -0.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.80%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FACGX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class C | 1.71% |
| FAGOX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class M | 1.21% |
| FAGCX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class I | 0.71% |
| FZAHX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class Z | 0.60% |
| FAGAX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class A | 0.96% |
Top 10 Holdings
54.54% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 11.65% |
| Alphabet Inc. | GOOGL | 7.56% |
| Microsoft Corporation | MSFT | 6.91% |
| Amazon.com, Inc. | AMZN | 6.06% |
| Broadcom Inc. | AVGO | 4.80% |
| Meta Platforms, Inc. | META | 3.91% |
| Apple Inc. | AAPL | 3.76% |
| Arista Networks, Inc. | ANET | 3.50% |
| Shopify Inc. | SHOP | 3.26% |
| Carvana Co. | CVNA | 3.12% |