Lord Abbett Growth Opportunities Fund (LGOPX)
| Fund Assets | 839.40M |
| Expense Ratio | 1.16% |
| Min. Investment | $0.00 |
| Turnover | 100.00% |
| Dividend (ttm) | 2.02 |
| Dividend Yield | 7.06% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 28.64 |
| YTD Return | 14.24% |
| 1-Year Return | 18.46% |
| 5-Year Return | 24.88% |
| 52-Week Low | 23.08 |
| 52-Week High | 30.46 |
| Beta (5Y) | 1.03 |
| Holdings | 83 |
| Inception Date | Aug 15, 2000 |
About LGOPX
Lord Abbett Growth Opportunities Fund Class P is a mutual fund focused on achieving long-term capital growth by primarily investing in stocks of mid-sized U.S. companies. Managed by an experienced investment team, the fund typically allocates at least 80% of its net assets to equities that demonstrate significant growth potential, targeting companies at the forefront of innovation and industry leadership. The fund’s portfolio is diversified across a range of economic sectors, with prominent allocations to areas such as information technology, communication services, health care, and consumer discretionary industries. Its top holdings include dynamic firms like Palantir Technologies, Spotify Technology, and Axon Enterprise, reflecting a preference for companies with strong growth trajectories. With approximately 68 individual holdings and total net assets near $491 million as of March 2025, the fund serves investors seeking exposure to growth-oriented equities within the mid-cap space. Annual dividends and a moderate expense ratio further define its structure, positioning it as a significant player among actively managed U.S. equity growth funds in the mutual fund marketplace.
Performance
LGOPX had a total return of 18.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.55%.
Top 10 Holdings
31.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Vertiv Holdings Co | VRT | 5.12% |
| Comfort Systems USA, Inc. | FIX | 4.87% |
| Howmet Aerospace Inc. | HWM | 3.67% |
| Quanta Services, Inc. | PWR | 3.28% |
| Monolithic Power Systems, Inc. | MPWR | 3.19% |
| Natera, Inc. | NTRA | 2.47% |
| Sandisk Corporation | SNDK | 2.42% |
| Cloudflare, Inc. | NET | 2.18% |
| Nova Ltd. | NVMI | 2.07% |
| MasTec, Inc. | MTZ | 1.75% |
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 |