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Lord Abbett Growth Leaders Fund (LGLRX)

44.47 +1.04 (+2.39%)
At close: 8:00 PM EST

Fund Summary

The fund invests in equity securities of U.S. and foreign companies across all market capitalization ranges that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, it invests at least 50% of its net assets in companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000? Index.

Lord Abbett Growth Leaders Fund

Jersey City NJ 07302
90 Hudson Street 11th Floor

Fund Overview

Category Large Growth
Fund Family Lord Abbett
Net Assets 6.48B
YTD Return 30.50%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2015

Fund Operations

Last Dividend 0.03
Last Cap Gain -19.00
Holdings Turnover 120.00%
Average for Category --

Fees & Expenses

Expense LGLRX Category Average
Annual Report Expense Ratio (net) 1.16% 0.99%
Prospectus Net Expense Ratio 1.16% --
Prospectus Gross Expense Ratio 1.16% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

F. Thomas O’Halloran, Lead Manager since June 30, 2011
F. Thomas O’Halloran, J.D., CFA, Partner & Director Mr. O'Halloran is the lead portfolio manager of the small cap growth, micro cap growth, and growth equity strategies. Mr. O'Halloran joined Lord Abbett in 2001 as a research analyst for the small cap growth equity strategy and was named Partner in 2003. His prior experience includes Executive Director/Senior Research Analyst at Dillon, Read & Co. and as a trial attorney. Mr. O'Halloran received an AB from Bowdoin College, a JD from Boston College, and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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