About LGCYX
The Lord Abbett Global Equity Fund Class I is a diversified mutual fund that seeks long-term capital growth by investing primarily in equity securities from both U.S. and international companies. Targeting a blend of growth and value stocks, this fund spans all market capitalizations and typically maintains exposure across a broad array of global sectors and regions. At least 80% of its net assets are allocated to equities, with a significant portion—at minimum the lesser of 40% or the benchmark’s non-U.S. percentage minus 10%—dedicated to companies outside the United States. The fund benchmarks its performance against the MSCI All Country World Index, which guides but does not constrain its investment decisions. Notably, the portfolio is diversified across approximately 88 holdings, with a focus on leading firms in technology, healthcare, financial services, and consumer sectors. The fund is designed for institutional investors, requiring a high minimum initial investment, and offers a competitive expense ratio relative to similar global large-cap blend funds. Its holdings are diversified geographically, with the largest allocations to the United States, Japan, and several major European and Asian markets, supporting its role as a comprehensive tool for broad international equity exposure.
Fund Family Lord Abbett
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LGCYX
Share Class Class I
Index MSCI AC World NR USD
LGCYX had a total return of 13.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.95%.
