Lord Abbett Growth Opportunities Fund (LGOVX)

Fund Assets	711.93M
Expense Ratio	0.59%
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	37.60
YTD Return	18.22%
1-Year Return	24.63%
5-Year Return	39.96%
52-Week Low	24.35
52-Week High	39.47
Beta (5Y)	n/a
Holdings	69
Inception Date	Jun 30, 2015

About LGOVX

Lord Abbett Growth Opportunities Fund Class R6 is an open-end mutual fund that primarily targets long-term capital appreciation by investing in mid-sized U.S. companies. Managed by Lord, Abbett & Co. LLC, the fund constructs a diversified portfolio, typically holding approximately 66 stocks, focusing on businesses exhibiting strong growth characteristics and above-average earnings potential. Notable holdings as of May 2025 include companies such as Palantir Technologies, Axon Enterprise, AppLovin Corp, and Carvana, highlighting its emphasis on innovative firms within the technology, consumer discretionary, health care, and communication services sectors. With net assets around $591 million and an annual net expense ratio of 0.59%, the fund is positioned within the mid-cap growth category. It plays a pivotal role for investors seeking exposure to dynamic U.S. mid-cap equities, contributing to portfolio diversification and growth potential within the broader financial markets.

• Fund Family: Lord Abbett
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: LGOVX
• Share Class: Class R6
• Index: Russell MidCap Growth TR

Performance

LGOVX had a total return of 24.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.72%.

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	0.76%
FSKGX	Fidelity	Fidelity Growth Strategies K6	0.45%
FAGKX	Fidelity	Fidelity Growth Strategies K	0.68%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LOMGX	Class F3	0.59%
LMGYX	Class I	0.71%
LGOTX	Class R5	0.71%
LGOFX	Class F	0.81%

Top 10 Holdings

29.82% of assets

Name	Symbol	Weight
Astera Labs, Inc.	ALAB	4.04%
Carvana Co.	CVNA	3.46%
Cloudflare, Inc.	NET	3.44%
Axon Enterprise, Inc.	AXON	3.40%
AppLovin Corporation	APP	3.35%
Reddit, Inc.	RDDT	2.58%
Palantir Technologies Inc.	PLTR	2.46%
Robinhood Markets, Inc.	HOOD	2.40%
Comfort Systems USA, Inc.	FIX	2.38%
Insulet Corporation	PODD	2.31%