Lord Abbett Focused Growth Fund Class R6 (LFGVX)
| Fund Assets | 147.66M |
| 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 | 38.75 |
| YTD Return | -9.22% |
| 1-Year Return | 19.49% |
| 5-Year Return | 47.19% |
| 52-Week Low | 28.71 |
| 52-Week High | 46.46 |
| Beta (5Y) | n/a |
| Holdings | 34 |
| 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 19.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.54%.
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
55.67% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 14.17% |
| Alphabet Inc. | GOOGL | 8.34% |
| Amazon.com, Inc. | AMZN | 7.31% |
| Microsoft Corporation | MSFT | 6.31% |
| Apple Inc. | AAPL | 3.66% |
| Broadcom Inc. | AVGO | 3.63% |
| Comfort Systems USA, Inc. | FIX | 3.34% |
| Eli Lilly and Company | LLY | 3.01% |
| Natera, Inc. | NTRA | 2.97% |
| argenx SE | ARGX | 2.95% |