Lord Abbett Growth Opportunities Fund Class F3 (LOMGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
35.90
-0.88 (-2.39%)
At close: Apr 28, 2026
Fund Assets656.17M
Expense Ratio0.62%
Min. Investment$1,000
Turnover100.00%
Dividend (ttm)2.02
Dividend Yield5.50%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 18, 2025
Previous Close36.78
YTD Return8.27%
1-Year Return34.51%
5-Year Return22.04%
52-Week Low29.07
52-Week High39.49
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 34.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.10%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
LGOVXClass R60.62%
LGOTXClass R50.71%
LMGYXClass I0.71%
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