Lord Abbett Growth Opportunities F3 (LOMGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
33.62
+0.46 (1.40%)
At close: Dec 18, 2025
5.92%
Fund Assets699.38M
Expense Ratio0.59%
Min. Investment$0.00
Turnover117.00%
Dividend (ttm)2.02
Dividend Yield6.02%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 18, 2025
Previous Close33.16
YTD Return12.60%
1-Year Return12.39%
5-Year Return17.95%
52-Week Low22.96
52-Week High37.22
Beta (5Y)n/a
Holdings72
Inception Daten/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.

Fund Family Lord Abbett
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LOMGX
Share Class Class F3

Performance

LOMGX had a total return of 12.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.17%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
LGOVXClass R60.59%
LMGYXClass I0.71%
LGOTXClass R50.71%
LGOFXClass F0.81%

Top 10 Holdings

29.87% of assets
NameSymbolWeight
Astera Labs, Inc.ALAB3.91%
Carvana Co.CVNA3.35%
Cloudflare, Inc.NET3.33%
Axon Enterprise, Inc.AXON3.29%
AppLovin CorporationAPP3.25%
Fixed Income Clearing Corp - FIXED INC CLEARING CORP.REPOn/a3.24%
Reddit, Inc.RDDT2.50%
Palantir Technologies Inc.PLTR2.39%
Robinhood Markets, Inc.HOOD2.32%
Comfort Systems USA, Inc.FIX2.30%
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