Lord Abbett Growth Opportunities R5 (LGOTX)

Fund Assets	776.20M
Expense Ratio	0.71%
Min. Investment	$0.00
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	37.32
YTD Return	12.58%
1-Year Return	5.34%
5-Year Return	24.83%
52-Week Low	30.91
52-Week High	40.85
Beta (5Y)	1.03
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.

• Fund Family: Lord Abbett
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LGOTX
• Share Class: Class R5
• Index: Russell MidCap Growth TR

Performance

LGOTX had a total return of 5.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.37%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FDEGX	Fidelity	Fidelity Growth Strategies Fund	0.69%
FSKGX	Fidelity	Fidelity Growth Strategies K6 Fund	0.46%
FAGKX	Fidelity	Fidelity Growth Strategies K	0.62%

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%
LGOFX	Class F	0.81%

Top 10 Holdings

24.15% of assets

Name	Symbol	Weight
Comfort Systems USA, Inc.	FIX	4.52%
Datadog, Inc.	DDOG	3.37%
Guardant Health, Inc.	GH	2.45%
Viking Holdings Ltd	VIK	2.18%
Natera, Inc.	NTRA	2.13%
Cloudflare, Inc.	NET	2.08%
Astera Labs, Inc.	ALAB	1.95%
Monolithic Power Systems, Inc.	MPWR	1.86%
Sterling Infrastructure, Inc.	STRL	1.81%
Carpenter Technology Corporation	CRS	1.81%

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:

Oct 3, 2026

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