Lord Abbett Growth Opportunities F3 (LOMGX)
| Fund Assets | 670.39M |
| 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 | 38.37 |
| YTD Return | 21.88% |
| 1-Year Return | 39.84% |
| 5-Year Return | 57.03% |
| 52-Week Low | 24.36 |
| 52-Week High | 38.61 |
| Beta (5Y) | n/a |
| Holdings | 67 |
| Inception Date | n/a |
About LOMGX
The Lord Abbett Growth Opportunities Fund Class F3 is a U.S.-focused mutual fund designed to seek long-term capital growth by investing primarily in the equities of mid-sized companies. The fund maintains a diversified portfolio, typically holding around 66 stocks, and targets firms with above-average growth prospects across a range of sectors including information technology, consumer discretionary, healthcare, and communication services. As of May 30, 2025, its top holdings feature innovative and high-growth companies such as Palantir Technologies, Axon Enterprise, AppLovin, Carvana, and Cloudflare, reflecting a focus on emerging leaders and disruptive businesses. With net assets totaling approximately $591 million, the fund emphasizes active management and in-depth research to identify opportunities within the mid-cap growth segment. The fund’s expense ratio is competitively structured, with a net expense ratio of 0.59%. It distributes dividends annually and has demonstrated performance that aligns closely with both its peer group and benchmark indices over various time horizons. This fund plays a notable role in the market for investors seeking access to mid-cap growth via a professionally managed, diversified U.S. equity strategy.
Performance
LOMGX had a total return of 39.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.91%.
Top 10 Holdings
35.30% of assets| Name | Symbol | Weight |
|---|---|---|
| Palantir Technologies Inc. | PLTR | 6.81% |
| Fixed Income Clearing Corp - FIXED INC CLEARING CORP.REPO | n/a | 4.37% |
| Axon Enterprise, Inc. | AXON | 3.87% |
| AppLovin Corporation | APP | 3.79% |
| Carvana Co. | CVNA | 3.49% |
| Cloudflare, Inc. | NET | 2.91% |
| Spotify Technology S.A. | SPOT | 2.74% |
| CyberArk Software Ltd. | CYBR | 2.49% |
| DoorDash, Inc. | DASH | 2.47% |
| Duolingo, Inc. | DUOL | 2.36% |