Large Cap Growth | Institutional Strategies | Lord Abbett
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Large Cap Growth

Summary

Summary

KEY FACTS as of 08/31/2020


Strategy Inception Date
Jun 2011
Strategy AUM
$7.1 B
Benchmark
Russell 1000® Growth Index
eVestment Universe
US Large Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

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

Partner & Portfolio Manager

33 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

19 Years of Industry Experience

Matthew R. DeCicco
Matthew R. DeCicco, CFA

Partner & Director of Equities

21 Years of Industry Experience

Supported By 40 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

Key Takeaways from the Recent Equity Rally
May 18, 2020

We think a closer look at how certain areas of the equity market performed during the recovery from the March lows may provide insights on the winners and losers of the post-shutdown era.

Portfolio

Portfolio

CHARACTERISTICS as of 08/31/2020

Portfolio Index
Portfolio Index
Number of Holdings 77 434
Forward P/E 49.1x 33.1x
Earnings Growth 19.9% 15.7%
Sales Growth 17.1% 14.8%
Return on Equity 19.2% 27.4%
Weighted Average Mkt. Cap $504.1 B $757.7 B

Performance

Performance

Growth Equity Institutional Composite

Standardized Total Returns as of 08/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 51.96% 56.97% 31.10% 23.88% - 19.21%
Net of Fees 51.41% 56.11% 30.36% 23.17% - 18.52%
Russell 1000® Growth Index 30.47% 44.34% 24.18% 20.66% - 17.28%

Calendar Year Returnsas of 08/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 35.98% -0.01% 32.42% 1.44% 7.60% 11.06% 48.00% 10.92% - -
Net of Fees 35.23% -0.58% 31.63% 0.83% 6.96% 10.41% 47.15% 10.26% - -
Russell 1000® Growth Index 36.39% -1.51% 30.21% 7.08% 5.67% 13.05% 33.48% 15.26% - -

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