Lord Abbett Micro Cap Growth F (LFMGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
20.65
+0.13 (0.63%)
Jun 27, 2025, 4:00 PM EDT
14.59%
Fund Assets 174.42M
Expense Ratio 1.13%
Min. Investment $0.00
Turnover 122.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 20.52
YTD Return -5.23%
1-Year Return 14.60%
5-Year Return n/a
52-Week Low 16.02
52-Week High 23.27
Beta (5Y) n/a
Holdings 73
Inception Date Aug 28, 2020

About LFMGX

The Lord Abbett Micro Cap Growth Fund Class F is a mutual fund specializing in the pursuit of long-term capital appreciation through investments in U.S. micro-cap and small-cap companies. The fund primarily allocates at least 80% of its net assets to equity securities of firms with market capitalizations under $350 million at the time of purchase, targeting enterprises with the potential for rapid growth relative to the broader economy. This strategic focus supports exposure to diverse sectors, including health care, industrials, consumer discretionary, and information technology, reflecting the wide-ranging opportunities within the micro-cap segment. With a portfolio of approximately 73 holdings, the fund emphasizes bottom-up security selection to uncover innovative and emerging growth businesses. Featuring an annual dividend distribution and a net expense ratio of 1.13%, the fund provides investors access to a dynamic segment of the equity market that can offer significant growth prospects, albeit with higher risk and volatility compared to larger-cap investments. Since its inception in August 2020, the fund has played a specialized role for those seeking exposure to early-stage U.S. growth companies within the financial markets.

Fund Family Lord Abbett
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol LFMGX
Share Class Class F
Index Russell Microcap Growth TR

Performance

LFMGX had a total return of 14.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.86%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
LMIYX Class I 1.13%
LAMGX Class A 1.38%
LCMGX Class C 2.13%

Top 10 Holdings

27.92% of assets
Name Symbol Weight
Tarsus Pharmaceuticals, Inc. TARS 4.03%
Universal Technical Institute, Inc. UTI 3.52%
Grindr Inc. GRND 3.12%
Natural Grocers by Vitamin Cottage, Inc. NGVC 2.72%
Paymentus Holdings, Inc. PAY 2.64%
OSI Systems, Inc. OSIS 2.61%
Argan, Inc. AGX 2.45%
CRA International, Inc. CRAI 2.34%
Scholar Rock Holding Corporation SRRK 2.24%
Mirum Pharmaceuticals, Inc. MIRM 2.24%
View More Holdings