Lord Abbett Growth Opportunities Fund (LGOVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
39.41
-1.06 (-2.62%)
At close: Jul 2, 2026
Fund Assets793.50M
Expense Ratio0.62%
Min. Investment$1,000,000
Turnover100.00%
Dividend (ttm)2.02
Dividend Yield5.13%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 18, 2025
Previous Close40.47
YTD Return16.05%
1-Year Return23.22%
5-Year Return30.85%
52-Week Low31.30
52-Week High41.38
Beta (5Y)1.03
Holdings83
Inception DateJun 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
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LGOVX
Share Class Class R6
Index Russell MidCap Growth TR

Performance

LGOVX had a total return of 23.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.07%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
LOMGXClass F30.62%
LMGYXClass I0.71%
LGOTXClass R50.71%
LGOFXClass F0.81%

Top 10 Holdings

31.02% of assets
NameSymbolWeight
Vertiv Holdings CoVRT5.12%
Comfort Systems USA, Inc.FIX4.87%
Howmet Aerospace Inc.HWM3.67%
Quanta Services, Inc.PWR3.28%
Monolithic Power Systems, Inc.MPWR3.19%
Natera, Inc.NTRA2.47%
Sandisk CorporationSNDK2.42%
Cloudflare, Inc.NET2.18%
Nova Ltd.NVMI2.07%
MasTec, Inc.MTZ1.75%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 18, 2025$2.0233Dec 18, 2025
Dec 17, 2021$4.9177Dec 17, 2021
Dec 18, 2020$4.5223Dec 18, 2020
Dec 18, 2019$1.350Dec 18, 2019
Dec 18, 2018$1.1383Dec 18, 2018
Dec 15, 2017$1.8407Dec 15, 2017
Full Dividend History