Lord Abbett Growth Opportunities R4 (LGOSX)

Fund Assets	778.53M
Expense Ratio	0.96%
Min. Investment	$1,000,000
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	28.94
YTD Return	9.52%
1-Year Return	8.82%
5-Year Return	16.33%
52-Week Low	24.57
52-Week High	32.45
Beta (5Y)	1.03
Holdings	77
Inception Date	Jun 30, 2015

About LGOSX

Lord Abbett Growth Opportunities Fund Class R4 is a U.S. mutual fund focused on achieving long-term capital appreciation by investing primarily in stocks of mid-sized American companies. The fund strategically targets mid-cap growth equities, which are companies typically characterized by their potential for robust earnings expansion and innovative business models. Managed by an experienced investment team, the fund's portfolio is diversified across various sectors, with notable allocations to information technology, industrials, and health care, reflecting its active pursuit of dynamic growth opportunities within the mid-cap universe. In addition to domestic equities, the fund may allocate up to 10% of its assets to securities of foreign companies, including those in emerging markets, enhancing its opportunity set and diversification. The fund benchmarks its performance against the Russell Midcap Growth Index, seeking to outperform this standard over time while maintaining a disciplined investment process. With a competitive net expense ratio and a long-standing track record since its inception in 1998, this fund plays a significant role for investors seeking diversified exposure to mid-cap growth companies within the broader U.S. equity landscape.

• Fund Family: Lord Abbett
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LGOSX
• Share Class: Class R4
• Index: Russell MidCap Growth TR

Performance

LGOSX had a total return of 8.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.93%.

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

30.26% of assets

Name	Symbol	Weight
Comfort Systems USA, Inc.	FIX	4.67%
Sandisk Corporation	SNDK	3.97%
Vertiv Holdings Co	VRT	3.55%
Datadog, Inc.	DDOG	2.96%
Quanta Services, Inc.	PWR	2.89%
Astera Labs, Inc.	ALAB	2.73%
Howmet Aerospace Inc.	HWM	2.62%
Monolithic Power Systems, Inc.	MPWR	2.43%
Guardant Health, Inc.	GH	2.25%
Carpenter Technology Corporation	CRS	2.19%

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:

Aug 27, 2026

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