Lord Abbett Growth Opportunities Fund Class R5 (LGOTX)
| Fund Assets | 656.17M |
| Expense Ratio | 0.71% |
| Min. Investment | $0.00 |
| Turnover | 100.00% |
| Dividend (ttm) | 2.02 |
| Dividend Yield | 5.58% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 35.45 |
| YTD Return | 8.20% |
| 1-Year Return | 45.68% |
| 5-Year Return | 23.28% |
| 52-Week Low | 25.57 |
| 52-Week High | 39.03 |
| Beta (5Y) | n/a |
| Holdings | 83 |
| 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 45.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.47%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
28.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Vertiv Holdings Co | VRT | 4.70% |
| Howmet Aerospace Inc. | HWM | 4.21% |
| Comfort Systems USA, Inc. | FIX | 4.02% |
| Quanta Services, Inc. | PWR | 2.70% |
| Natera, Inc. | NTRA | 2.64% |
| Monolithic Power Systems, Inc. | MPWR | 2.40% |
| Cloudflare, Inc. | NET | 2.34% |
| IDEXX Laboratories, Inc. | IDXX | 2.14% |
| Nova Ltd. | NVMI | 1.92% |
| FTAI Aviation Ltd. | FTAI | 1.84% |
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 |