Lord Abbett Growth Opportunities Fund Class R5 (LGOTX)
| Fund Assets | 591.23M |
| Expense Ratio | 0.71% |
| Min. Investment | $1,000,000 |
| Turnover | 117.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 33.99 |
| YTD Return | 8.39% |
| 1-Year Return | 26.28% |
| 5-Year Return | 49.30% |
| 52-Week Low | 24.02 |
| 52-Week High | 35.00 |
| Beta (5Y) | n/a |
| Holdings | 68 |
| Inception Date | Jun 30, 2015 |
About LGOTX
The Lord Abbett Growth Opportunities Fund Class R5 is a mutual fund focused on achieving long-term capital growth through investments primarily in mid-sized U.S. companies. The fund actively selects stocks with strong growth potential, reflecting a strategy designed to uncover emerging leaders across sectors such as information technology, health care, consumer discretionary, and communication services. With a diversified portfolio—consisting of 66 holdings as of May 2025, and top positions in companies like Palantir Technologies, Axon Enterprise, and AppLovin—the fund spans multiple high-growth industries. Managed by Lord Abbett, a longstanding asset management firm, the fund employs a disciplined investment process seeking above-average growth while managing risk through diversification. It plays a significant role for investors aiming to gain exposure to the dynamic mid-cap growth segment of the U.S. equity market, offering annual dividends and a competitive expense structure to institutional and individual investors seeking long-term appreciation in their portfolio.
Performance
LGOTX had a total return of 26.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.01%.
Top 10 Holdings
32.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Palantir Technologies Inc. | PLTR | 5.38% |
| Spotify Technology S.A. | SPOT | 3.50% |
| Axon Enterprise, Inc. | AXON | 3.35% |
| CyberArk Software Ltd. | CYBR | 3.26% |
| Natera, Inc. | NTRA | 3.19% |
| AppLovin Corporation | APP | 2.79% |
| Carvana Co. | CVNA | 2.76% |
| DoorDash, Inc. | DASH | 2.68% |
| Sea Limited | SE | 2.60% |
| HubSpot, Inc. | HUBS | 2.52% |