Lord Abbett Growth Opportunities Fund Class A (LMGAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
26.16
+0.18 (0.69%)
May 16, 2025, 4:00 PM EDT
18.05%
Fund Assets 459.23M
Expense Ratio 0.96%
Min. Investment $1,000
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 25.98
YTD Return 3.20%
1-Year Return 18.05%
5-Year Return 52.82%
52-Week Low 19.45
52-Week High 28.31
Beta (5Y) n/a
Holdings 68
Inception Date Aug 1, 1995

About LMGAX

LMGAX was founded on 1995-08-01. The Fund's investment strategy focuses on Mid-Cap with 1.1% total expense ratio. The minimum amount to invest in Lord Abbett Research Fund, Inc: Lord Abbett Growth Opportunities Fund; Class A Shares is $1,000 on a standard taxable account. Lord Abbett Research Fund, Inc: Lord Abbett Growth Opportunities Fund; Class A Shares seeks capital appreciation from a diversified investment portfolio of primary mid-cap U.S. and international companies with expected above-average growth.

Fund Family Lord Abbett A
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LMGAX
Share Class Class A
Index Russell MidCap Growth TR

Performance

LMGAX had a total return of 18.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.78%.

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 0.76%
FSKGX Fidelity Fidelity Growth Strategies K6 Fund 0.45%
FAGKX Fidelity Fidelity Growth Strategies Fund - Class K 0.68%

Other Share Classes

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

Symbol Share Class Expense Ratio
LGOVX Class R6 0.59%
LOMGX Class F3 0.59%
LMGYX Class I 0.71%
LGOTX Class R5 0.71%

Top 10 Holdings

32.02% of assets
Name Symbol Weight
Palantir Technologies Inc. PLTR 5.38%
Spotify Technology S.A. SPOT 3.50%
Axon Enterprise, Inc. AXON 3.35%
CyberArk Software Ltd. CYBR 3.26%
Natera, Inc. NTRA 3.19%
AppLovin Corporation APP 2.79%
Carvana Co. CVNA 2.76%
DoorDash, Inc. DASH 2.68%
Sea Limited SE 2.60%
HubSpot, Inc. HUBS 2.52%
View More Holdings