LGLOX | Growth Leaders Fund Class F3 | Lord Abbett

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Growth Leaders Fund

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Summary

Summary

What is the Growth Leaders Fund?

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

Fund Basics

Total Net Assets
-
Inception Date
04/05/2017
Dividend Frequency
Annually
Fund Expense Ratio
0.58%
Number of Holdings
-
 
 

Fund Expense Ratio :

0.58%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge -35.65% -32.63% 11.64% 12.47% 14.23% -
Lipper Category Avg. Multi-Cap Growth Funds - - - - - -
Russell 1000® Growth Index - - - - - -

Fund Expense Ratio :

0.58%

Fund Expense Ratio :

0.58%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge -35.65% -32.63% 11.64% 12.47% 14.23% -
Lipper Category Avg. Multi-Cap Growth Funds - - - - - -
Russell 1000® Growth Index - - - - - -

Fund Expense Ratio :

0.58%

RELATED CONTENT

Equities: Identifying Potential Inflation Winners and Losers
December 7, 2021

We believe investors should focus on the stocks of four types of companies that may be best- positioned to prosper during a sustained period of rising prices.

INVESTMENT TEAM

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

Partner & Portfolio Manager

35 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

21 Years of Industry Experience

Matthew R. DeCicco
Matthew R. DeCicco, CFA

Partner & Director of Equities

21 Years of Industry Experience

Supported By 41 Investment Professionals with 19 Years Avg. Industry Experience

Your Representative

To contact your representative, enter your zip code and select your channel below.

Performance

Performance

Fund Expense Ratio :

0.58%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge -35.65% -32.63% 11.64% 12.47% 14.23% -
Lipper Category Avg. Multi-Cap Growth Funds - - - - - -
Russell 1000® Growth Index - - - - - -

Fund Expense Ratio :

0.58%

Fund Expense Ratio :

0.58%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge -35.65% -32.63% 11.64% 12.47% 14.23% -
Lipper Category Avg. Multi-Cap Growth Funds - - - - - -
Russell 1000® Growth Index - - - - - -

Fund Expense Ratio :

0.58%

Year Fund Returns Russell 1000® Growth Index
2021 9.03% 27.60%
2020 77.55% 38.49%
2019 35.18% 36.39%
2018 -0.64% -1.51%
2017 31.63% 30.21%
2016 0.92% 7.08%
2015 7.05% 5.67%
2014 10.53% 13.05%
2013 47.38% 33.48%
2012 10.54% 15.26%
2011 -8.18% -
Year Q1 Q2 Q3 Q4 Yearly Returns
2022 -13.04% -23.37% -3.44% - -35.65%
2021 -3.80% 6.58% 1.56% 4.70% 9.03%
2020 -9.73% 40.26% 18.95% 17.90% 77.55%
2019 20.85% 6.39% -5.88% 11.70% 35.18%
2018 4.65% 7.01% 11.08% -20.13% -0.64%
2017 8.06% 6.21% 6.61% 7.57% 31.63%
2016 -3.87% 0.78% 6.13% -1.84% 0.92%
2015 4.79% 1.27% -6.06% 7.38% 7.05%
2014 2.18% 3.65% 0.10% 4.25% 10.53%
2013 11.55% 7.34% 13.23% 8.71% 47.38%
2012 15.59% -5.75% 3.94% -2.38% 10.54%
2011 - - -14.95% 7.96% -8.18%

NAV HISTORICAL PRICES

Date Net Asset Value

Portfolio

Portfolio

Portfolio Positioning as of 6/30/2022

  • Key indicators for the market continue to support defensive positioning. Technical signals continue to be challenged; inflation is too high; liquidity, as measured by central bank balance sheets, which was expanding throughout 2020 and 2021, is now shrinking; credit spreads are widening; earnings are growing but seem more likely to be revised lower than higher in the months ahead. Of these, the dominant issue is inflation; if we get relief on that measure, the other metrics, too, should improve. Until then, “don’t fight the Fed” and “don’t fight the tape” are two simple rules to survive and advance. Accordingly, we remain defensive with an emphasis on quality (loosely defined as companies with greater earnings stability, higher market capitalizations, and higher current profitability levels) with selective additions and overweights in our highest-conviction high-growth names.
  • Inflation appears to now be sowing the seeds of a significant economic slowdown, as higher prices have cut demand in areas such as retail and housing. At the same time, efforts by central banks to bring down inflation has led to wealth erosion in financial assets while yields have fallen off their peak. As a result, this evidence of a slowdown appears to be gathering momentum.
  • Looking out beyond the immediate term, the powerful secular forces that kept inflation low before the pandemic - namely demographics, high debt levels, and the technology revolution - will reassert themselves at some point. Tighter monetary and fiscal policy, too, should cause inflation to decelerate from very high levels.  A decline in inflation is a powerful backdrop for equity returns (when it occurs) and supports a bullish outlook for equities. Furthermore, the technology revolution is ever more powerful with each passing year, providing a supportive backdrop for innovation in the Consumer, Communications, Healthcare, and Technology sectors in the decade ahead. The opportunity set of terrific growth companies in these sectors at more reasonable valuations continues to expand.  Many of these companies have dominant market positions, are experiencing tremendous growth, are very early on in their penetration, and have years of high compounding annual growth ahead.
  • We continue to sit at the low end of our holdings range, which in this strategy is a sign of defensiveness. It means that fewer companies are meeting our criteria of being an innovator and superior business with strong operating momentum and positive price momentum. It also means we are gravitating more towards larger and megacap names that have served as portfolio stabilizers in recent years, even though their organic growth has slowed from what it once was. Additionally, a greater percentage of the portfolio is in stocks we would likely not own in a more positive environment, in that they are less-dynamic innovators, have lower Research & Development investment, and have lower intrinsic volatility with more predictability around earnings in the near term

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
11/21/2022 11/22/2022 11/22/2022

Capital Gains Distributions

For
Record Date Reinvest & Payable Date Long-term Short-term * Total Reinvest Price
11/22/2021 11/23/2021 $6.5143 $3.4867 $10.0010 $44.87

Upcoming Capital Gain Distribution

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
11/21/2022 11/22/2022

Fees & Expenses

Fees & Expenses

EXPENSE RATIOas of 08/31/2022

0.58%

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
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
Fund Story
Publish Date:11/03/2015
Publish Date:11/03/2015

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