LAMGX | Micro Cap Growth Fund Class A | Lord Abbett
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Micro Cap Growth Fund

Summary

Summary

What is the Micro Cap Growth Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of micro and small-sized U.S. companies.

 

Fund Basicsas of 03/31/2021

Total Net Assets
$482.62 M
Inception Date
Dividend Frequency
-
Number of Holdings
84

TEN LARGEST HOLDINGS as of 03/31/2021View Portfolio

Holding Assets
Sonos Inc 2.9%
Sleep Number Corp 2.5%
Calix Inc 2.4%
Krystal Biotech Inc 2.3%
Agilysys Inc 2.1%
Cerence Inc 2.1%
Container Store Group Inc/The 1.9%
Ichor Holdings Ltd 1.9%
Quanterix Corp 1.8%
Telos Corp 1.8%

INVESTMENT TEAM

F. Thomas O'Halloran
F. Thomas O'Halloran, CFA, J.D.

Partner & Portfolio Manager

33 Years of Industry Experience

Matthew R. DeCicco
Matthew R. DeCicco, CFA

Partner & Director of Equities

21 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

19 Years of Industry Experience

Steven H. Wortman
Steven H. Wortman

Portfolio Manager

24 Years of Industry Experience

Supported By 5 Investment Professionals with 19 Years Avg. Industry Experience

Your Representative

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 12/31/2020

  • The complexion of the market has changed since 2021 began. Covid-19 continues to diminish as a market force, and the focus is now on a strong economic recovery in its wake. Rates have risen significantly, and this has driven a leadership change from secular growth to value. The news on the economy is good and the U.S. Federal Reserve remains supportive. We believe inflation will remain low over the intermediate term, but conditions are set for a near term jump.
  • We have adjusted the portfolio to reflect the magnitude of the increase in interest rates and the degree to which the market has begun to discount a stronger than expected economic recovery. Most of the changes were related to these reflation and reopening developments.
  • We remain structurally bullish on the outlook for growth equities. In our view, there is  a long runway for innovation. The dual forces of the tech revolution and low interest rates create the backdrop for good performance over the coming years. 
  • We remain focused on identifying companies with sound business models, favorable industry conditions, potential competitive advantages, and competent management teams. We continue to assess market sentiment and momentum factors to balance risk and opportunity.

Portfolio Details as of 03/31/2021

Total Net Assets
$482.62 M
Number of Holdings
84
Weighted Average Market Cap.
2.5 B
P/B Ratio
6.2x
P/E Ratio
43.7x

Contributors & Detractors as of  03/31/2021

Contributors

Holding Contribution
Sleep Number Corp 1.2%
Sonos Inc 1.1%
Magnite Inc 1.1%
Macerich Co. 1.0%
PubMatic Inc 0.9%

Detractors

Holding Contribution
Trupanion Inc -0.5%
Pulmonx Corp -0.4%
Constellation Pharmceti -0.4%
Myovant Sciences Ltd -0.4%
Cardlytics Inc -0.3%

Attribution Analysis 

Micro Cap Growth Fund Benchmark Variance
Sector Avg. Weight Base Return Avg. Weight Base Return Stock Selection Group Weight Total

Dividends & Cap Gains

Dividends & Cap Gains

Upcoming Dividend Payment Dates

This section lists all anticipated Income and Capital Gain distribution dates and any actual distributions are subject to adequacy of earnings and must be approved by the Board of Directors/Trustees. Please note that dates are subject to change.

Record Date Ex-Dividend Date Reinvest & Payable Date
11/22/2021 11/23/2021 11/23/2021

Fees & Expenses

Fees & Expenses

Fund Documents

Fund Documents

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Portfolio Holdings 1Q
Publish Date:11/03/2015
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Portfolio Holdings 3Q
Publish Date:11/03/2015
Summary Prospectus
Publish Date:11/03/2015
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Statutory Prospectus
Publish Date:11/03/2015
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Prospectus (XBRL)
Publish Date:11/03/2015
SAI
Publish Date:11/03/2015
Annual Report
Publish Date:11/03/2015
Semi-Annual Report
Publish Date:11/03/2015
Fact Sheet
Publish Date:11/03/2015
Commentary
Publish Date:11/03/2015

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

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