Nasdaq - Delayed Quote USD

Lord Abbett Growth Opportunities Fund (LGOSX)

26.10
-0.02
(-0.08%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.00%
5y Average Return 9.00%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 19, 2025) 40.06%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 40.06%
Worst 3Y Total Return -7.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LGOSX
Category
YTD
-7.57%
10.80%
1-Month
7.33%
4.43%
3-Month
-13.60%
7.00%
1-Year
11.46%
48.17%
3-Year
5.88%
21.26%
5-Year
7.79%
20.18%
10-Year
7.85%
14.07%
Last Bull Market
29.20%
27.14%
Last Bear Market
-18.97%
-21.26%

Annual Total Return (%) History

Year
LGOSX
Category
2025
--
--
2024
30.72%
--
2023
10.86%
--
2022
-32.59%
--
2021
6.61%
--
2020
40.06%
39.26%
2019
36.75%
32.52%
2018
-3.36%
-6.65%

2017
22.84%
23.91%
2016
1.04%
6.03%
2015
--
-0.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -13.88% -- -- --
2024 15.31% -2.37% 5.72% 9.83%
2023 6.80% 4.49% -9.47% 9.73%
2022 -14.91% -18.97% -2.91% 0.69%
2021 -1.54% 7.64% 0.62% -0.02%
2020 -19.37% 31.83% 11.02% 18.69%
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 -7.81% 2.58% -- --

Rank in Category (By Total Return)

YTD 56
1-Month 2
3-Month 76
1-Year 16
3-Year 53
5-Year 73

Load Adjusted Returns

1-Year 11.46%
3-Year 5.88%
5-Year 7.79%
10-Year 7.85%

Performance & Risk

YTD Return 3.00%
5y Average Return 9.00%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Lord Abbett
Net Assets 525.81M
YTD Return -7.57%
Yield 0.00%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The advisor believes these companies possess revenue and earnings growth potential that can exceed market expectations. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, ADRs, and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

Related Tickers