Lord Abbett Growth Opportunities F (LGOFX)

Fund Assets	776.20M
Expense Ratio	0.81%
Min. Investment	$0.00
Turnover	100.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	32.08
YTD Return	11.20%
1-Year Return	4.01%
5-Year Return	22.72%
52-Week Low	26.58
52-Week High	35.12
Beta (5Y)	1.16
Holdings	83
Inception Date	Sep 28, 2007

About LGOFX

The Lord Abbett Growth Opportunities Fund Class F is a mutual fund focused on achieving long-term capital growth through investments primarily in mid-sized U.S. companies. Managed by Lord Abbett, the fund employs a growth-oriented investment strategy, selecting equities with strong earnings prospects and innovative business models. Its portfolio typically comprises around 66 holdings, with significant allocations across sectors such as information technology, communication services, consumer discretionary, and healthcare. The fund's largest positions often include dynamic companies like Palantir Technologies, Axon Enterprise, and AppLovin, reflecting its emphasis on high-growth opportunities within the mid-cap space. With a net expense ratio of 0.81%, the fund is competitively priced relative to peers, offering investors annual dividends and active portfolio management. The fund's substantial assets under management—over $590 million as of May 2025—underscore its prominence among mid-cap growth funds. The Lord Abbett Growth Opportunities Fund Class F plays a distinct role in the financial market as a vehicle for gaining diversified exposure to mid-cap equities, positioning itself for investors seeking participation in the growth trajectories of rising U.S. companies.

• Fund Family: Lord Abbett
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LGOFX
• Share Class: Class F
• Index: Russell MidCap Growth TR

Performance

LGOFX had a total return of 4.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.53%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FDEGX	Fidelity	Fidelity Growth Strategies Fund	0.69%
FSKGX	Fidelity	Fidelity Growth Strategies K6 Fund	0.46%
FAGKX	Fidelity	Fidelity Growth Strategies K	0.62%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LOMGX	Class F3	0.62%
LGOVX	Class R6	0.62%
LMGYX	Class I	0.71%
LGOTX	Class R5	0.71%

Top 10 Holdings

24.15% of assets

Name	Symbol	Weight
Comfort Systems USA, Inc.	FIX	4.52%
Datadog, Inc.	DDOG	3.37%
Guardant Health, Inc.	GH	2.45%
Viking Holdings Ltd	VIK	2.18%
Natera, Inc.	NTRA	2.13%
Cloudflare, Inc.	NET	2.08%
Astera Labs, Inc.	ALAB	1.95%
Monolithic Power Systems, Inc.	MPWR	1.86%
Sterling Infrastructure, Inc.	STRL	1.81%
Carpenter Technology Corporation	CRS	1.81%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$2.0233	Dec 18, 2025
Dec 17, 2021	$4.9177	Dec 17, 2021
Dec 18, 2020	$4.5223	Dec 18, 2020
Dec 18, 2019	$1.350	Dec 18, 2019
Dec 18, 2018	$1.1383	Dec 18, 2018
Dec 15, 2017	$1.8407	Dec 15, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 3, 2026

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