Growth Opportunities Fund

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Growth Opportunities Fund

LMGAX

Growth Opportunities Fund

LMGAX

Growth Opportunities Fund

Daily price w/o sales charge as of 07/26/2024

$21.02

$0.25

YTD Returns w/o sales charge as of 07/26/2024

8.41%

Please click here for performance current to the most recent quarter-end and month-end.

Click here to view all legal text including risk information

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 06/28/2024

Total Net Assets: $463.16 M
Inception Date: 08/01/1995
Dividend Frequency: Annually
Fund Gross Expense Ratio: 1.16%
Fund Net Expense Ratio: 0.96%
Number of Holdings: 71
Minimum Initial Investment: $1,000+

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception 08/01/1995

w/o sales charge	12.64%	11.83%	-5.41%	6.15%	8.00%	9.46%
Lipper Category Avg. Multi-Cap Growth Funds	13.93%	23.48%	0.54%	12.16%	11.60%	-
Russell Midcap® Growth Index	5.98%	15.05%	-0.08%	9.93%	10.51%	9.72%
w/ sales charge	6.17%	5.41%	-7.26%	4.90%	7.36%	9.24%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception 08/01/1995

w/o sales charge	12.64%	11.83%	-5.41%	6.15%	8.00%	9.46%
Lipper Category Avg. Multi-Cap Growth Funds	13.93%	23.48%	0.54%	12.16%	11.60%	-
Russell Midcap® Growth Index	5.98%	15.05%	-0.08%	9.93%	10.51%	9.72%
w/ sales charge	6.17%	5.41%	-7.26%	4.90%	7.36%	9.24%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Returns with sales charges reflect a maximum sales charge of 5.75%.

The performance quoted represents past performance, which is no indication of future results. Current performance may be higher or lower than the performance data quoted. Returns shown include the reinvestment of all distributions. Returns shown at net asset value do not reflect the current maximum sales charge, had the sales charge been included, returns would have been lower. The investment return and principal value of an investment will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than the original cost. Therefore, there can be no assurance for future results.

TEN LARGEST HOLDINGS as of 06/28/2024View Portfolio

Holding	Assets
Spotify Technology SA	3.0%
Crowdstrike Holdings Inc	2.9%
CyberArk Software Ltd	2.7%
Monolithic Power Systems Inc	2.5%
Trade Desk Inc/The	2.4%
Datadog Inc	2.3%
HubSpot Inc	2.3%
Pinterest Inc	2.3%
Chipotle Mexican Grill Inc	2.3%
Arista Networks Inc	2.3%

Aggregate holdings are updated monthly, 30 days after month end. Aggregate holdings are presented to illustrate examples of the securities that the Fund has bought and the diversity of the areas in which the Fund may invest, and may not be representative of the Fund's current or future investments. The figures presented are as of the date shown and may change at any time.

Sector Allocationas of 06/28/2024View Portfolio

Sector	Weighting

Sector	Weighting
Communication Services
Real Estate
Utilities
Consumer Discretionary
Consumer Staples
Energy
Financials
Health Care
Industrials
Information Technology
Materials

INVESTMENT TEAM

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

Partner, Portfolio Manager

37 Years of Industry Experience

Matthew R. DeCicco, CFA

Partner & Director of Equities

23 Years of Industry Experience

Vernon Bice, CMT

Portfolio Manager

23 Years of Industry Experience

Benjamin Ebel

Senior Managing Director, Portfolio Manager

32 Years of Industry Experience

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

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception 08/01/1995

w/o sales charge	12.64%	11.83%	-5.41%	6.15%	8.00%	9.46%
Lipper Category Avg. Multi-Cap Growth Funds	13.93%	23.48%	0.54%	12.16%	11.60%	-
Russell Midcap® Growth Index	5.98%	15.05%	-0.08%	9.93%	10.51%	9.72%
w/ sales charge	6.17%	5.41%	-7.26%	4.90%	7.36%	9.24%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception 08/01/1995

w/o sales charge	12.64%	11.83%	-5.41%	6.15%	8.00%	9.46%
Lipper Category Avg. Multi-Cap Growth Funds	13.93%	23.48%	0.54%	12.16%	11.60%	-
Russell Midcap® Growth Index	5.98%	15.05%	-0.08%	9.93%	10.51%	9.72%
w/ sales charge	6.17%	5.41%	-7.26%	4.90%	7.36%	9.24%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Returns with sales charges reflect a maximum sales charge of 5.75%.

Year	Fund Returns	Russell Midcap® Growth Index

2023	10.80%	25.87%
2022	-32.59%	-26.72%
2021	6.61%	12.73%
2020	40.06%	35.59%
2019	36.75%	35.47%
2018	-3.36%	-4.75%
2017	22.84%	25.27%
2016	1.04%	7.33%
2015	2.68%	-0.20%
2014	6.32%	11.90%
2013	37.08%	-
2012	13.81%	-
2011	-10.04%	-
2010	23.26%	-
2009	45.37%	-
2008	-38.28%	-
2007	21.05%	-
2006	7.28%	-
2005	4.17%	-
2004	11.52%	-

Year	Q1	Q2	Q3	Q4

2024	15.37%	-2.37%	-	-
2023	6.80%	4.49%	-9.47%	9.67%
2022	-14.91%	-18.97%	-2.91%	0.69%
2021	-1.54%	7.64%	0.62%	-0.02%
2020	-19.38%	31.78%	11.06%	18.70%
2019	19.84%	6.39%	-1.52%	8.92%
2018	1.77%	2.46%	7.63%	-13.89%
2017	6.91%	5.17%	4.23%	4.82%
2016	-2.11%	2.49%	2.59%	-1.83%
2015	7.61%	0.91%	-7.81%	2.58%
2014	1.21%	2.96%	-2.83%	5.00%
2013	11.24%	2.68%	11.01%	8.11%
2012	16.82%	-6.25%	4.16%	-0.24%
2011	7.73%	-0.04%	-24.99%	11.36%
2010	6.64%	-13.79%	15.28%	16.29%
2009	-2.38%	17.60%	17.52%	7.75%
2008	-12.72%	4.39%	-12.27%	-22.78%
2007	4.03%	6.75%	6.77%	2.09%
2006	8.76%	-5.91%	-1.43%	6.35%
2005	-2.90%	1.62%	3.59%	1.92%
2004	3.07%	-0.90%	-4.51%	14.34%
2003	-0.07%	16.97%	2.07%	12.18%
2002	-2.41%	-11.08%	-16.00%	2.56%
2001	-16.71%	14.12%	-20.71%	16.05%
2000	9.42%	-8.90%	1.67%	-5.10%
1999	-3.83%	12.76%	-0.33%	46.21%
1998	8.98%	1.09%	-20.70%	29.75%
1997	0.79%	14.48%	12.78%	0.59%
1996	3.24%	2.31%	4.24%	12.30%

Performance is shown for each quarter and each calendar year. Past performance is no guarantee of future results.

Growth of $10,000 as of 06/30/2024

The chart begins on the Fund's inception date of 08/01/1995.

Based on a hypothetical Class A share investment of $10,000 on 08/01/1995 without sales charge and includes the reinvestment of all distributions.

NAV HISTORICAL PRICES

Date	Net Asset Value

Portfolio

Holding	Sector	Assets

Spotify Technology SA	Communication Services	3.0%
Crowdstrike Holdings Inc	Information Technology	2.9%
CyberArk Software Ltd	Information Technology	2.7%
Monolithic Power Systems Inc	Information Technology	2.5%
Trade Desk Inc/The	Communication Services	2.4%
Datadog Inc	Information Technology	2.3%
HubSpot Inc	Information Technology	2.3%
Pinterest Inc	Communication Services	2.3%
Chipotle Mexican Grill Inc	Consumer Discretionary	2.3%
Arista Networks Inc	Information Technology	2.3%

Holding	Sector	Assets

Spotify Technology SA	Communication Services	3.1%
HubSpot Inc	Information Technology	2.7%
Vertiv Holdings Co	Industrials	2.4%
Crowdstrike Holdings Inc	Information Technology	2.4%
Chipotle Mexican Grill Inc	Consumer Discretionary	2.3%
Monolithic Power Systems Inc	Information Technology	2.3%
Natera Inc	Health Care	2.3%
TransDigm Group Inc	Industrials	2.3%
Pinterest Inc	Communication Services	2.2%
Cava Group Inc	Consumer Discretionary	2.1%
Trade Desk Inc/The	Communication Services	2.1%
Datadog Inc	Information Technology	2.0%
Arista Networks Inc	Information Technology	2.0%
EMCOR Group Inc	Industrials	1.9%
CyberArk Software Ltd	Information Technology	1.9%
AppLovin Corp	Information Technology	1.8%
MercadoLibre Inc	Consumer Discretionary	1.8%
Apollo Global Management Inc	Financials	1.8%
Quanta Services Inc	Industrials	1.7%
Dexcom Inc	Health Care	1.7%
Tradeweb Markets Inc	Financials	1.6%
Ares Management Corp	Financials	1.6%
Axon Enterprise Inc	Industrials	1.5%
Entegris Inc	Information Technology	1.5%
Monday.com Ltd	Information Technology	1.5%
Coupang Inc	Consumer Discretionary	1.5%
Comfort Systems USA Inc	Industrials	1.5%
Trex Co Inc	Industrials	1.5%
DoorDash Inc	Consumer Discretionary	1.4%
Deckers Outdoor Corp	Consumer Discretionary	1.4%
Coinbase Global Inc	Financials	1.4%
Booz Allen Hamilton Holding Corp	Industrials	1.4%
DraftKings Inc	Consumer Discretionary	1.4%
Royal Caribbean Cruises Ltd	Consumer Discretionary	1.3%
Palantir Technologies Inc	Information Technology	1.3%
Wingstop Inc	Consumer Discretionary	1.3%
Glaukos Corp	Health Care	1.3%
Lennar Corp	Consumer Discretionary	1.3%
Neurocrine Biosciences Inc	Health Care	1.3%
Ross Stores Inc	Consumer Discretionary	1.2%
Cadence Design Systems Inc	Information Technology	1.2%
Onto Innovation Inc	Information Technology	1.2%
Lyft Inc	Industrials	1.2%
Zscaler Inc	Information Technology	1.1%
Toast Inc	Financials	1.1%
RxSight Inc	Health Care	1.1%
KLA Corp	Information Technology	1.1%
CoStar Group Inc	Real Estate	1.1%
Tetra Tech Inc	Industrials	1.0%
Maplebear Inc	Consumer Staples	1.0%
Super Micro Computer Inc	Information Technology	1.0%
Krystal Biotech Inc	Health Care	1.0%
Samsara Inc	Information Technology	1.0%
Blueprint Medicines Corp	Health Care	0.9%
Procore Technologies Inc	Information Technology	0.9%
Cboe Global Markets Inc	Financials	0.9%
Gitlab Inc	Information Technology	0.9%
Advanced Drainage Systems Inc	Industrials	0.8%
Lennox International Inc	Industrials	0.8%
Synopsys Inc	Information Technology	0.8%
On Holding AG	Consumer Discretionary	0.8%
Copart Inc	Industrials	0.8%
Reddit Inc	Communication Services	0.7%
Shopify Inc	Information Technology	0.7%
Bio-Techne Corp	Health Care	0.7%
SpringWorks Therapeutics Inc	Health Care	0.7%
Carvana Co	Consumer Discretionary	0.6%
Celsius Holdings Inc	Consumer Staples	0.5%
Saia Inc	Industrials	0.5%
Arcellx Inc	Health Care	0.5%
Duolingo Inc	Consumer Discretionary	0.3%

SECTOR ALLOCATIONas of 06/28/2024

Sector	Weighting	Fund Change from Previous Quarter

Sector	Weighting	Fund Change from Previous Quarter
Communication Services		1.5%
Real Estate		0.2%
Utilities		0.0%
Consumer Discretionary		0.4%
Consumer Staples		1.5%
Energy		0.0%
Financials		0.2%
Health Care		3.8%
Industrials		0.9%
Information Technology		1.7%
Materials		0.0%

Portfolio Positioning as of 06/30/2024

Our view is that pressure on stock market valuations from the post-pandemic inflation surge and the Fed’s aggressive tightening is nearing 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 is 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 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. We are optimistic that smaller capitalized stocks can begin to outperform after a long period of underperformance as we are seeing a number of companies exhibiting strong fundamentals.
We are currently finding ample opportunities across the market cap spectrum in many of our favorite areas as they appear ready to re-accelerate their growth. These include, but are not limited to, the emergence of generative artificial intelligence, revolutionary advances in medical treatments, an industrial infrastructure reinvestment cycle driven by datacenter, electric grid, and supply chain reshoring, and a continuation of innovation in our consumer society

Dividends & Cap Gains

Dividend Payments

For

YTD Dividends Paidas of 07/26/2024: $0
Dividend Frequency: Annually

Record Date	Ex-Dividend Date	Reinvest & Payable Date	Dividend	Reinvest Price
12/09/1999	12/10/1999	12/17/1999	$0.01270	$19.69

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	$25.06

Taxed as ordinary income

Lord Abbett does not provide tax advice. It is strongly recommended that you discuss the impact of dividends and distributions with your tax advisor.

Fees & Expenses

Sales Charge Schedule as of 07/26/2024

	Sales Charge	Dealer's Concession	Prices at Breakpoint
Less than $50,000	5.75%	5.00%	$22.30
$50,000 to $99,999	4.75%	4.00%	$22.07
$100,000 to $249,999	3.95%	3.25%	$21.88
$250,000 to $499,999	2.75%	2.25%	$21.61
$500,000 to $999,999	1.95%	1.75%	$21.44
$1,000,000 to $5,000,000	0.00%	1.00%	$21.02

The 12b-1 trail commission is 0.15% (accrues immediately) for all fixed-income and municipal income funds.

Class A shares purchased without a sales charge (commissionable NAV) will be subject to a CDSC of 1% if they are redeemed before the first day of the month in which the one-year anniversary of the purchase falls.

For Sales Charge Reductions and Waivers View Full Disclosure

SALES CHARGE REDUCTIONS AND WAIVERS

Please inform the fund company or your financial intermediary at the time of your purchase of fund shares if you believe you qualify for a reduced front-end sales charge.

Reducing Your Class A Share Front-End Sales Charge
You may purchase Class A shares at a discount if you qualify under the circumstances outlined below. To receive a reduced front-end sales charge, you must let the fund or your financial intermediary know at the time of your purchase of fund shares that you believe you qualify for a discount. If you or a related party have holdings of eligible funds (as defined below) in other accounts with your financial intermediary or with other financial intermediaries that may be combined with your current purchases in determining the sales charge as described below, you must inform a fund or your financial intermediary. You may be asked to provide supporting account statements or other information to allow us or your financial intermediary to verify your eligibility for a discount. If you or your financial intermediary do not notify a fund or provide the requested information, you may not receive the reduced sales charge for which you otherwise qualify. Class A shares may be purchased at a discount if you qualify under either of the following conditions:

Rights of Accumulation - A Purchaser (as defined below) may combine thevalue of Class A, A1, C, F, and P shares of any Eligible Fund currentlyowned with a new purchase of Class A shares of any Eligible Fund in orderto reduce the sales charge on the new purchase. Class F3, I, R2, R3, R4, R5,and R6 share holdings may not be combined for these purposes.To the extent that your financial intermediary is able to do so, the value ofClass A, A1, C, F, and P shares of Eligible Funds determined for the purposeof reducing the sales charge of a new purchase under the Rights ofAccumulation will be calculated at the higher of: (1) the aggregate currentmaximum offering price of your existing Class A, A1, C, F, and P shares ofEligible Funds; or (2) the aggregate amount you invested in such shares(including dividend reinvestments but excluding capital appreciation) less anyredemptions. You should retain any information and account recordsnecessary to substantiate the historical amounts you and any relatedPurchasers have invested in Eligible Funds. You must inform the Fund and/or your financial intermediary at the time of purchase if you believe yourpurchase qualifies for a reduced sales charge and you may be requested toprovide documentation of your holdings in order to verify your eligibility. Ifyou do not do so, you may not receive all sales charge reductions for whichyou are eligible.
Letter of Intention — In order to reduce your Class A front-end salescharge, a Purchaser may combine purchases of Class A, A1, C, F, and Pshares of any Eligible Fund the Purchaser intends to make over the next13 months in determining the applicable sales charge. The 13-month Letterof Intention period commences on the day that the Letter of Intention isreceived by the Fund, and the Purchaser must tell the Fund that laterpurchases are subject to the Letter of Intention. Purchases submitted prior tothe date the Letter of Intention is received by the Fund are not countedtoward the sales charge reduction. Current holdings under Rights ofAccumulation may be included in a Letter of Intention in order to reduce thesales charge for purchases during the 13-month period covered by the Letterof Intention. Shares purchased through reinvestment of dividends ordistributions are not included. Class F3, I, R2, R3, R4, R5, and R6 shareholdings may not be combined for these purposes. Class A and A1 shares valued at up to 5% of the amount of intended purchases are escrowed andmay be redeemed to cover the additional sales charges payable if the intendedpurchases under the Letter of Intention are not completed. The Letter ofIntention is neither a binding obligation on you to buy, nor on the Fund tosell, any or all of the intended purchase amount.

Purchaser — A Purchaser includes: (1) an individual; (2) an individual, his or her spouse, domestic partner, and childrenunder the age of 21; (3) retirement and benefit plansincluding a 401(k) plan, profit-sharing plan, moneypurchase plan, defined benefit plan, and 457(b) plan sponsored by a governmental entity, non-profitorganization, school district or church to which employer contributions are made, as well as SIMPLE IRAplans and SEP-IRA plans; or (4) a trustee or other fiduciary purchasing shares for a single trust, estate orsingle fiduciary account or a trust established by the individual as grantor. An individual may include underitem (1) his or her holdings in Eligible Funds as described below in IRAs, as a sole participant of aretirement and benefit plan sponsored by the individual’s business, and as a participant in a 403(b) plan towhich only pre-tax salary deferrals are made. An individual, his or her spouse, and domestic partner mayinclude under item (2) their holdings in IRAs, and as the sole participants in retirement and benefit planssponsored by a business owned by either or both of them. A retirement and benefit plan under item (3)includes all qualified retirement and benefit plans of a single employer and its consolidated subsidiaries,and all qualified retirement and benefit plans of multiple employers registered in the name of a singlebank trustee.

Eligible fund — An eligible fund is any Lord Abbett-sponsored fund except for (1) each portfolio of Lord Abbett Series Fund, Inc., (2) Lord Abbett U.S. Government & Government Sponsored Enterprises Money Market Fund, Inc. ("Money Market Fund") (except for holdings in Money Market Fund, which are attributable to any shares exchanged from the Lord Abbett-sponsored funds), and (3) any other fund the shares of which are not available to the investor at the time of the transaction due to a limitation on the offering of a fund's shares.

Front-end Sales Charge Waivers
Class A shares may be purchased without a front-end sales charge under any of the following conditions:

purchases of $1 million or more (may be subject to a CDSC);
purchases by retirement and benefit plans with at least 100 eligible employees (may be subject to a CDSC);
purchases for retirement and benefit plans made through financial intermediaries that perform participant recordkeeping or other administrative services for the plans and that have entered into special arrangements with a fund and/or Lord Abbett Distributor specifically for such purchases (may be subject to a CDSC);
purchases made by or on behalf of financial intermediaries for clients that pay the financial intermediaries fees in connection with fee-based advisory program, provided that the financial intermediaries or their trading agents have entered into special arrangements with a fund and/or Lord Abbett Distributor specifically for such purchases; and
certain other types of investors may qualify to purchase Class A share without a front-end sales charge as described in the Statement of Additional Information (SAI).

EXPENSE RATIOas of 06/30/2024

Fund Gross Expense Ratio	1.16%
Fund Net Expense Ratio	0.96%
Adjusted Expense Ratio	-

Expense ratio details, Click here.

The net expense ratio takes into account contractual fee waivers/expense reimbursements that currently are scheduled to remain in place through 03/31/2025. For periods when fees and expenses were waived and/or reimbursed, the Fund benefited by not bearing such expenses. Without such fee waivers/reimbursements, performance would have been lower.

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 Financial Statements and Other Information * Publish Date:11/03/2015
Semi-Annual Financial Statements and Other Information * Publish Date:11/03/2015
Semi-Annual Tailored Shareholder Report Publish Date:11/03/2015
Fact Sheet Publish Date:11/03/2015
Fund Story Publish Date:11/03/2015

* includes items 7-11 of form N-CSR as required, if any.

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Minimum initial investment varies depending on the class of shares you buy and the type of account. IRAs, SIMPLEs, and SEP accounts with payroll deductions have no minimums. Please see Fund prospectuses for additional information.

IMPORTANT INFORMATION

A Note about Risk: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Mid cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Mid cap companies typically experience a higher risk of failure than large cap companies. Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general. These factors can adversely affect Fund performance.

Performance data quoted is historical. Past performance is not indicative of future results. Current performance may be higher or lower than the performance quoted. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our Website or call Lord Abbett at (888) 522-2388.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

Class A Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

With Sales Charge - Returns with sales charges reflect applicable fees and expenses and include all distributions reinvested.

Without Sales Charge - Returns shown are without sales charges and have all distributions reinvested. If a sales charge had been deducted, the results would have been lower.

Returns shown at less than a year reflect aggregate total returns.

Double-Digit Returns - instances of high double-digit returns were achieved primarily during favorable market conditions and may not be sustainable over time.

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.

Indexes reflect total return, unless otherwise specified, with all dividends reinvested. Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment.

Lipper Category Average - Peer group averages are based on universes of funds with the same investment objectives. The average return for the peer group is based on the returns of each individual fund within the group for the period shown. This average assumes reinvestment of dividends.

The Fund's portfolio is actively managed and portfolio characteristics, such as individual holdings and sector weightings may change significantly over time. The portfolio data is for information only. It does not constitute a recommendation or an offer for a particular security or fund, nor should it be taken as a solicitation or recommendation to buy or sell securities or other investments.

Dividends and Capital Gains: The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation.

The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.

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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 06/28/2024

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

RELATED CONTENT

Insights | Lord Abbett

TEN LARGEST HOLDINGS as of 06/28/2024View Portfolio

Sector Allocationas of 06/28/2024View Portfolio

INVESTMENT TEAM

Your Representative

Performance

Performance

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Fund Expense Ratio :

Gross 1.16%

Net 0.96%

Growth of $10,000 as of 06/30/2024

NAV HISTORICAL PRICES

Portfolio

Portfolio

SECTOR ALLOCATIONas of 06/28/2024

Portfolio Positioning as of 06/30/2024

Dividends & Cap Gains

Dividends & Cap Gains

Dividend Payments

Upcoming Dividend Payment Dates

Capital Gains Distributions

Fees & Expenses

Fees & Expenses

Sales Charge Schedule as of 07/26/2024

EXPENSE RATIOas of 06/30/2024

Fund Documents

Fund Documents

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