Nasdaq - Delayed Quote USD

Lord Abbett Growth Opportunities Fund (LGOSX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.06%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
LGOSXCategory AverageLGOSXCategory AverageLGOSXCategory Average
Alpha -6.05 0.01 -7.6 0.01 -4.34 -0.02
BETA 1.18 0.01 1.13 0.01 1.08 0.01
Mean Annual Return 0.69 0.02 0.83 0.02 0.79 0.01
R-squared 70.2 0.82 67.94 0.79 74.86 0.8
Standard Deviation 23 0.23 22.07 0.19 19.31 0.17
Sharpe Ratio 0.16 0.01 0.32 0.01 0.39 0.01
Treynor Ratio 0.98 0.18 4.37 0.17 5.38 0.12

Related Tickers