Lord Abbett Growth Leaders Fund (LGLUX)

Fund Assets	8.14B
Expense Ratio	0.65%
Min. Investment	$1,000,000
Turnover	94.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	60.95
YTD Return	17.92%
1-Year Return	30.09%
5-Year Return	70.11%
52-Week Low	38.33
52-Week High	61.33
Beta (5Y)	n/a
Holdings	48
Inception Date	Jun 30, 2015

About LGLUX

The Lord Abbett Growth Leaders Fund Class R5 is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in the equity securities of U.S. companies. Designed with a growth-oriented strategy, the fund targets firms demonstrating robust growth prospects and innovative business models. Its portfolio is relatively concentrated, typically holding around 40-50 positions, featuring notable allocations to leading technology and consumer companies such as NVIDIA, Amazon.com, Microsoft, Alphabet, Meta Platforms, and Apple, among others. The fund’s investment approach emphasizes momentum and aggressive growth, aiming to outperform traditional benchmarks like the Russell 1000 Growth Index over the long term. With total net assets of approximately $6.88 billion as of May 2025 and an expense ratio of 0.65%, it appeals to investors seeking exposure to high-growth U.S. equities across multiple sectors. The Lord Abbett Growth Leaders Fund Class R5 plays a significant role in multi-cap growth fund categories, reflecting broader trends and innovations in the U.S. equity market.

• Fund Family: Lord Abbett
• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: LGLUX
• Share Class: Class R5
• Index: Russell 1000 Growth TR

Performance

LGLUX had a total return of 30.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.71%.

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 Opps C	1.49%
FAGOX	Fidelity	Fidelity Advisor Growth Opps M	0.99%
FAGCX	Fidelity	Fidelity Advisor Growth Opps I	0.49%
FZAHX	Fidelity	Fidelity Advisor Growth Opps Z	0.37%
FAGAX	Fidelity	Fidelity Advisor Growth Opps A	0.74%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LGLVX	Class R6	0.59%
LGLOX	Class F3	0.59%
LGLIX	Class I	0.65%
LGLFX	Class F	0.65%

Top 10 Holdings

46.28% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	11.28%
Meta Platforms, Inc.	META	6.91%
Amazon.com, Inc.	AMZN	5.86%
Microsoft Corporation	MSFT	5.12%
Netflix, Inc.	NFLX	3.14%
Broadcom Inc.	AVGO	3.07%
Arista Networks Inc	ANET	2.96%
Apple Inc.	AAPL	2.87%
Alphabet Inc.	GOOGL	2.58%
Carvana Co.	CVNA	2.51%