Four Funds Over 40 | Lord Abbett

 

Innovation Suite

Four distinct strategies designed to invest in companies that are disrupting industries and innovating the world as we know it.


Experienced Portfolio Managers

Innovation Team

Tom & Matt have worked together for nearly two decades.

Vernon leads technical analysis for the team with more than 19 years of industry experience dedicated to technical research. 

The team manages four Innovation Growth Equity funds at Lord Abbett.

Industry experience as of 01/01/2020.

Four Funds had Over 40% Returns in Q2

4 Funds 70

Performance data quoted reflect past performance and are no guarantee of future results. Current performance may be higher or lower than the performance quoted. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. You can obtain performance data current to the most recent month end by calling Lord Abbett at (888) 522-2388 or referring to our website at lordabbett.com.

Strong History of Outperformance

Fund 40

Past performance is no guarantee of future results. 

Source: Morningstar, Inc. Rankings in the Morningstar® Funds Category reflect all share classes within the category and are based on total return and do not reflect the effect of sales charges. The fund is ranked within a universe of funds similar in investment objective. 

Please note: The Lord Abbett Micro Cap Growth Fund is closed to new investors at this time.

Ask your advisor about our Innovation Suite.

Financial professionals: 888-522-2388.

Performance numbers for Class I shares for Developing Growth Fund as of 06/30/2020 for the one-year period was 11.49%; three-year, 23.43%; five-year, 11.43%; and 10-year, 16.58%. Performance numbers for Class I shares for Growth Leaders Fund as of 06/30/2020 for the one-year period was 33.03%; three-year, 24.85%; five-year, 17.82%; and since inception, 16.55%. Performance numbers for Class I shares for Focused Growth Fund as of 06/30/2020 for the one-year period was 36.87%; and since inception, 35.13%. Performance numbers for Class I shares for Micro Cap Growth Fund as of 06/30/2020 for the one-year period was 14.18%; three-year, 22.02%; five-year, 12.85%; and 10-year, 18.37%.

The S&P 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies.

The Russell 2000® Growth Index measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.

The Russell 1000® Growth Index a stock market index that tracks the highest-ranking 1,000 stocks in the Russell 3000 Index, which represent about 90% of the total market capitalization of that index.

The Russell Microcap Index measures the performance of the microcap segment of the U.S. equity market.

Morningstar Large Growth Category: includes funds that seek capital appreciation by investing in large domestic stocks that are growth-oriented. Large-cap stocks have market capitalizations greater than $5 billion. Growth is defined based on high price/book and price/cash flow ratios. Funds will typically have more than 70% of assets invested in U.S. stocks.

Morningstar Small Growth Index measures the performance of small-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales.

Morningstar Category Rank Information:

The Growth Leaders Fund share I rankings within the Morningstar Large Growth Category as of 06/30/2020 for YTD, 3% (55/1363); the one-year, 6% (70/1343); three-year, 5% (54/1237); five-year, 8% (69/1084).

The Developing Growth Fund Class I share rankings within the Morningstar Small Growth Funds Category as of 06/30/2020 for YTD, 6% (37/639); the one-year, 25% (164/625); three-year, 4% (21/577); five-year, 18% (93/508); 10-year, 7% (23/377).

The Micro Cap Growth Fund Class I share rankings within the Morningstar Small Growth Funds Category as of 06/30/2020 for YTD, 13% (77/639); the one-year, 15% (91/625); three-year, 9% (55/577); five-year, 15% (81/508); 10-year, 2% (5/377).

The Focused Growth Fund share I rankings within the Morningstar Large Growth Category as of 06/30/2020 for YTD, 2% (35/1363); the one-year, 4% (47/1343).