LGOQX | Growth Opportunities Fund Class R2 | Lord Abbett

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Growth Opportunities Fund

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Summary

Summary

What is the Growth Opportunities Fund?

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

Fund Basicsas of 05/31/2024

Total Net Assets
$454.98 M
Inception Date
09/28/2007
Dividend Frequency
Annually
Fund Gross Expense Ratio
1.51%
Fund Net Expense Ratio
1.31%
Number of Holdings
71

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/28/2007
w/o sales charge 9.99% 15.33% -4.65% 6.66% 7.78% 7.45%
Lipper Category Avg. Multi-Cap Growth Funds 9.13% 26.55% 0.83% 12.48% 11.39% -
Russell Midcap® Growth Index 4.24% 21.91% 1.57% 11.06% 10.67% 9.37%
w/ sales charge 9.99% 15.33% -4.65% 6.66% 7.78% 7.45%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/28/2007
w/o sales charge 15.25% 19.27% -2.62% 7.61% 8.19% 7.83%
Lipper Category Avg. Multi-Cap Growth Funds 11.66% 32.78% 2.95% 12.62% 11.69% -
Russell Midcap® Growth Index 9.50% 26.28% 4.62% 11.82% 11.35% 9.80%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

RELATED CONTENT

Insights | Lord Abbett

Timely perspectives and commentary on capital markets and the global economy, plus investment ideas and retirement insights, from our investment experts.

TEN LARGEST HOLDINGS as of 04/30/2024View Portfolio

Holding Assets
Spotify Technology SA 3.5%
DoorDash Inc 3.3%
Vertiv Holdings Co 2.5%
Chipotle Mexican Grill Inc 2.4%
HubSpot Inc 2.3%
Datadog Inc 2.3%
Crowdstrike Holdings Inc 2.2%
DraftKings Inc 2.1%
TransDigm Group Inc 2.1%
Axon Enterprise Inc 2.1%

INVESTMENT TEAM

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

Partner, Portfolio Manager

37 Years of Industry Experience

Matthew R. DeCicco
Matthew R. DeCicco, CFA

Partner & Director of Equities

23 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

23 Years of Industry Experience

Benjamin Ebel
Benjamin Ebel

Senior Managing Director, Portfolio Manager

32 Years of Industry Experience

Steven H. Wortman
Steven H. Wortman

Portfolio Manager

26 Years of Industry Experience

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

Your Representative

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

Performance

Performance

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/28/2007
w/o sales charge 9.99% 15.33% -4.65% 6.66% 7.78% 7.45%
Lipper Category Avg. Multi-Cap Growth Funds 9.13% 26.55% 0.83% 12.48% 11.39% -
Russell Midcap® Growth Index 4.24% 21.91% 1.57% 11.06% 10.67% 9.37%
w/ sales charge 9.99% 15.33% -4.65% 6.66% 7.78% 7.45%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 09/28/2007
w/o sales charge 15.25% 19.27% -2.62% 7.61% 8.19% 7.83%
Lipper Category Avg. Multi-Cap Growth Funds 11.66% 32.78% 2.95% 12.62% 11.69% -
Russell Midcap® Growth Index 9.50% 26.28% 4.62% 11.82% 11.35% 9.80%

Fund Expense Ratio :

Gross 1.51%

Net 1.31%

Year Fund Returns Russell Midcap® Growth Index
2023 10.47% 25.87%
2022 -32.84% -26.72%
2021 6.24% 12.73%
2020 39.54% 35.59%
2019 36.32% 35.47%
2018 -3.73% -4.75%
2017 22.46% 25.27%
2016 0.69% 7.33%
2015 2.30% -0.20%
2014 5.94% 11.90%
2013 36.81% -
2012 13.51% -
2011 -10.30% -
2010 23.00% -
2009 45.04% -
2008 -38.43% -
Year Q1 Q2 Q3 Q4
2024 15.25% - - -
2023 6.75% 4.37% -9.57% 9.64%
2022 -15.00% -18.99% -3.02% 0.57%
2021 -1.63% 7.53% 0.53% -0.09%
2020 -19.49% 31.76% 10.94% 18.58%
2019 19.76% 6.28% -1.61% 8.86%
2018 1.65% 2.38% 7.52% -13.97%
2017 6.79% 5.12% 4.15% 4.74%
2016 -2.19% 2.41% 2.52% -1.95%
2015 7.52% 0.84% -7.91% 2.45%
2014 1.14% 2.84% -2.94% 4.94%
2013 11.20% 2.62% 10.91% 8.09%
2012 16.74% -6.33% 4.16% -0.34%
2011 7.61% -0.08% -25.01% 11.24%
2010 6.57% -13.82% 15.21% 16.25%
2009 -2.46% 17.59% 17.45% 7.67%
2008 -12.82% 4.35% -12.29% -22.83%

NAV HISTORICAL PRICES

Date Net Asset Value

Portfolio

Portfolio

Portfolio Positioning as of 03/31/2024

  • We believe the pressure on stock market valuations from the post-pandemic inflation surge and the Fed’s aggressive tightening is at an end, removing a major headwind for innovation stocks. While the decline in inflation has not been linear, several indicators suggest a continued downward bias. The remaining exception being a strong labor market, which has mixed implications, as higher real wages support consumer spending and a soft landing, while higher service prices should keep the Fed vigilant. Against this backdrop, we see stable economic growth and a low probability of a severe recession.

  • Thus far in 2024, unique areas of the U.S. economy are seeing differentiated growth and operating momentum relative to the broader market, creating a large dispersion in stock performance. The “Magnificent 7” from 2023 has given way to a much broader set of secular winners across and within industries. We continue to focus on these companies, as we believe their expanding markets, combined with market-share gains, pricing power, and efficiency-driven margin expansion, support above average revenue and earnings growth despite a modestly mixed and evolving global macro backdrop. At some point soon, we also envision a great number of smaller capitalized stocks to begin to outperform after a long period of underperformance.

  • Looking ahead, we are focused on several themes that we believe provide attractive long-term growth potential due to secular forces at play. These include, but are not limited to, generative artificial intelligence, the continued shift from offline consumption to online services, the proliferation of and improved use cases within medical devices, revolutionary advances in medical treatments and genomics technology, an industrial infrastructure reinvestment cycle driven by datacenter, electric grid, and supply chain reshoring, and a continuation of innovation in our consumer society. We are levered to these themes across our portfolios through companies that are seeing outsized growth because of one or more of these durable trends

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
12/16/2024 12/17/2024 12/17/2024

Capital Gains Distributions

For
Record Date Reinvest & Payable Date Long-term Short-term * Total Reinvest Price
12/16/2021 12/17/2021 $4.4608 $0.4569 $4.9177 $22.78

Fees & Expenses

Fees & Expenses

EXPENSE RATIOas of 05/31/2024

Fund Gross Expense Ratio Fund Net Expense Ratio
1.51% 1.31%

Fund Documents

Fund Documents

0Documents selected
Portfolio Holdings 1Q
Publish Date:11/03/2015
Portfolio Holdings 3Q
Publish Date:11/03/2015
Summary Prospectus
Publish Date:11/03/2015
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
Fund Story
Publish Date:11/03/2015

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The Russell Midcap® Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth values. The stocks are also members of the Russell 1000 Growth index.

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