Lord Abbett Growth Opportunities Fund Class R5 (LGOTX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
29.43
-0.86 (-2.84%)
Mar 3, 2025, 4:00 PM EST
8.40% (1Y)
Fund Assets | 854.65M |
Expense Ratio | 0.71% |
Min. Investment | $0.00 |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 30.29 |
YTD Return | -6.09% |
1-Year Return | 8.40% |
5-Year Return | 57.69% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 69 |
Inception Date | Jun 30, 2015 |
About LGOTX
LGOTX was founded on 2015-06-30. The Fund's investment strategy focuses on Mid-Cap with 0.85% total expense ratio. Lord Abbett Research Fund, Inc: Lord Abbett Growth Opportunities Fund; Class R5 Shares seeks capital appreciation from a diversified investment portfolio of primary mid-cap U.S. and international companies with expected above-average growth.
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LGOTX
Share Class Class R5
Index Russell MidCap Growth TR
Performance
LGOTX had a total return of 8.40% in the past year. Since the fund's inception, the average annual return has been 9.68%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
28.96% of assetsName | Symbol | Weight |
---|---|---|
Palantir Technologies Inc. | PLTR | 4.11% |
Reddit, Inc. | RDDT | 3.53% |
AppLovin Corporation | APP | 3.12% |
CyberArk Software Ltd. | CYBR | 3.00% |
Natera, Inc. | NTRA | 2.99% |
Spotify Technology S.A. | SPOT | 2.73% |
The Trade Desk, Inc. | TTD | 2.58% |
Axon Enterprise, Inc. | AXON | 2.43% |
Vertiv Holdings Co | VRT | 2.37% |
Ares Management Corporation | ARES | 2.11% |