Image alt tag

Error!

There was a problem contacting the server. Please try after sometime.

Sorry, we are unable to process your request.

Error!

We're sorry, but the Insights and Intelligence Tool is temporarily unavailable

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.

Error!

We're sorry, but the Literature Center checkout function is temporarily unavailable.

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.

Reset Your Password

Financial Professionals*

Your password must be a minimum of characters.

Confirmation Message

Your LordAbbett.com password was successully updated. This page will be refreshed after 3 seconds.

OK

 

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 43 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

Our Answers to Six Key Valuation Questions
July 15, 2019

Here, we attempt to sort out the current investment environment—and whether select asset classes still present attractive opportunities.

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 09/30/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 21.57% -2.77% 16.53% 12.89% - 14.00%
Net of Fees 21.06% -3.30% 15.86% 12.23% - 13.33%
Russell 1000® Growth Index 23.30% 3.71% 16.89% 13.39% - 14.19%

Calendar Year Returnsas of 09/30/2019

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% - - -

Please confirm your literature shipping address

Please review the address information below and make any necessary changes.

All literature orders will be shipped to the address that you enter below. This information can be edited at any time.

Current Literature Shipping Address

* Required field