Lord Abbett Growth Opportunities Fund Class R3

 (MUTF:LGORX)   Watch this mutual fund  
Find more results for Paul Hipple´┐Ż

Performance

Trailing returns

1 day   +0.82%
   
1 week   +3.09%
   
4 week
   
-3.12%  
3 month
   
-1.91%  
YTD
   
-0.36%  
1 year   +25.58%
   
3 years*   +8.12%
   
5 years*   +18.72%
   
*annualized
Best 3 month return+29.16%  
Worst 3 month return-32.86%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Below Average High
5 years Below Average High
10 years Average Average
Overall Below Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets677.36M 
Front load-  
Deferred load-  
Expense ratio1.55%  
Management fee-  
Fund familyLord Abbett 

Asset allocation

Cash0.00%  
Stocks96.94%  
Bonds0.00%  
Other3.06%  

Purchase information

Initial$0  
21.92-0.11(-0.50%)
Apr 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. Under normal conditions, the fund pursues its investment objective by investing at least 65% of its net assets in equity securities of mid-sized companies. It follows a growth style of investing, which means that the portfolio management team favors companies that show the potential for strong revenue and earnings growth. The fund may invest in U.S. and foreign (which may include emerging market) companies. It may invest in any security that represents equity ownership in a company.
Fund filings (PDF) »
Asset managers:
Anthony Hipple (Started: Apr 1, 2014)
Paul Volovich (Started: Jul 28, 2008)
Advisor Company:
Lord, Abbett & Co LLC
Fund family reports on Morningstar »
90 Hudson Street, 11th Floor, Jersey City NJ 07302, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.52 -9.45 -5.46 0.68
Beta* 0.94 1.40 1.31 1.15
Mean annual return 1.90 0.90 1.76 0.83
R-squared* 64.26 84.48 85.35 83.56
Standard deviation 11.73 19.01 19.85 18.47
Sharpe ratio 1.94 0.57 1.06 0.45
* Against standard index

Top 10 holdings

Security Net Assets  
Affiliated Managers Group Inc (AMG) 2.04%  
IntercontinentalExchange Group Inc (ICE) 1.98%  
Actavis PLC (ACT) 1.70%  
Ametek, Inc. (AME) 1.64%  
Alliance Data Systems Corporation (ADS) 1.59%  
Tractor Supply (TSCO) 1.51%  
VF Corporation (VFC) 1.46%  
Flowserve Corporation (FLS) 1.44%  
LKQ Corporation (LKQ) 1.44%  
Harley-Davidson Inc (HOG) 1.41%