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Large Cap Growth

Summary

Summary

KEY FACTS as of 09/30/2019


Strategy Inception Date
Jun 2011
Strategy AUM
$3.7 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, J.D., CFA

Partner & Portfolio Manager

32 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

18 Years of Industry Experience

Matthew DeCicco
Matthew R. DeCicco, CFA

Managing Director & Portfolio Manager

20 Years of Industry Experience

Supported By 42 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

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Lord Abbett experts discuss why they believe investors should focus on “revolutionary” advances in technology, healthcare, and consumer experiences—and how to identify the most promising companies in those sectors.

Portfolio

Portfolio

CHARACTERISTICS as of 09/30/2019

Portfolio Index
Portfolio Index
Number of Holdings 75 531
Forward P/E 30.0x 22.3x
Earnings Growth 15.8% 12.8%
Sales Growth 15.7% 12.8%
Return on Equity 19.8% 23.6%
Weighted Average Mkt. Cap $241.4 B $330.2 B

Performance

Performance

Growth Equity Institutional Composite

Standardized Total Returns as of 10/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 25.61% 16.38% 18.89% 13.00% - 14.30%
Net of Fees 25.04% 15.74% 18.20% 12.34% - 13.63%
Russell 1000® Growth Index 26.77% 17.10% 18.92% 13.43% - 14.41%

Calendar Year Returnsas of 10/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -0.01% 32.42% 1.44% 7.60% 11.06% 48.00% 10.92% - - -
Net of Fees -0.58% 31.63% 0.83% 6.96% 10.41% 47.15% 10.26% - - -
Russell 1000® Growth Index -1.51% 30.21% 7.08% 5.67% 13.05% 33.48% 15.26% - - -

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