Lord Abbett Growth Opportunities Fund Class C (LMGCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.02
+0.15 (0.95%)
Feb 10, 2025, 4:00 PM EST
29.61%
Fund Assets 854.65M
Expense Ratio 1.71%
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 15.87
YTD Return 11.56%
1-Year Return 29.61%
5-Year Return 48.29%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 69
Inception Date Oct 19, 1998

About LMGCX

LMGCX was founded on 1998-10-19. The Fund's investment strategy focuses on Mid-Cap with 1.85% total expense ratio. The minimum amount to invest in Lord Abbett Research Fund, Inc: Lord Abbett Growth Opportunities Fund; Class C Shares is $1,000 on a standard taxable account. Lord Abbett Research Fund, Inc: Lord Abbett Growth Opportunities Fund; Class C 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 C
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LMGCX
Share Class Class C
Index Russell MidCap Growth TR

Performance

LMGCX had a total return of 29.61% in the past year. Since the fund's inception, the average annual return has been 9.42%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
FSKGX Fidelity Fidelity Growth Strategies K6 Fund 0.45%
FDEGX Fidelity Fidelity Growth Strategies Fund 0.76%
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
LOMGX Class F3 0.63%
LGOVX Class R6 0.63%
LGOTX Class R5 0.71%
LMGYX Class I 0.71%

Top 10 Holdings

27.84% of assets
Name Symbol Weight
Palantir Technologies Inc. PLTR 3.99%
AppLovin Corporation APP 3.78%
Natera, Inc. NTRA 2.87%
Reddit, Inc. RDDT 2.75%
CyberArk Software Ltd. CYBR 2.63%
Spotify Technology S.A. SPOT 2.63%
The Trade Desk, Inc. TTD 2.55%
Vertiv Holdings Co VRT 2.40%
Carvana Co. CVNA 2.18%
Axon Enterprise, Inc. AXON 2.07%
View More Holdings