Lord Abbett Growth Opportunities Fund Class C (LMGCX)

Fund Assets	591.23M
Expense Ratio	1.71%
Min. Investment	$1,000
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	15.57
YTD Return	8.77%
1-Year Return	24.17%
5-Year Return	39.59%
52-Week Low	11.01
52-Week High	16.02
Beta (5Y)	n/a
Holdings	66
Inception Date	Oct 19, 1998

About LMGCX

Lord Abbett Growth Opportunities Fund Class C is an actively managed mutual fund that seeks long-term capital appreciation by primarily investing in stocks of mid-sized U.S. companies. The fund employs a growth-oriented strategy, focusing on businesses with the potential for above-average revenue and earnings expansion. It maintains a diversified portfolio, holding approximately 66 securities across various sectors, including information technology, communication services, health care, and consumer discretionary industries. The fund may also allocate up to 10% of its assets to foreign securities, encompassing both developed and emerging markets. Managed by experienced professionals at Lord Abbett, the fund emphasizes dynamic sectors and innovative companies, with notable holdings such as Palantir Technologies, Axon Enterprise, AppLovin, and Spotify Technology. Its structure targets investors seeking exposure to mid-cap growth equities, which can provide diversification benefits and participate in the evolving trends of the U.S. and global economies. With a history dating back to 1998 and assets under management exceeding $590 million, the fund is a significant offering within the mid-cap growth category.

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

Performance

LMGCX had a total return of 24.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.17%.

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

33.79% of assets

Name	Symbol	Weight
Palantir Technologies Inc.	PLTR	7.08%
Spotify Technology S.A.	SPOT	3.66%
Axon Enterprise, Inc.	AXON	3.66%
Natera, Inc.	NTRA	3.19%
CyberArk Software Ltd.	CYBR	3.18%
Carvana Co.	CVNA	3.02%
AppLovin Corporation	APP	2.66%
DoorDash, Inc.	DASH	2.65%
Cloudflare, Inc.	NET	2.45%
argenx SE	ARGX	2.24%