LFGTX Mutual Fund

LFGTX Mutual Fund

NAV$44.37
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Fund Essentials - as of Jan 31, 2026

Net Assets
$10,952
Expense Ratio
0.80%
Dividend Yield (Current)
-
Holdings
35
Inception Date
Jan 31, 2019
Fund Family
Lord Abbett Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.92%
1 Year+5.33%
3 Year+23.13%
5 Year+8.55%

Asset Allocation

Stocks: 97.73%
Bonds: 2.27%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.13.85%
GOOGAlphabet Inc. C8.15%
AMZNAmazon.Com Inc7.14%
MSFTMicrosoft Corp6.17%
AAPLApple, Inc3.57%
Top 10 Concentration: 54.41%Report Date: Jan 31, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$4.87
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LFGTX Mutual Fund Overview

LFGTX Mutual Fund (Lord Abbett Focused Growth Fund Class R5) is managed by Lord Abbett Family of Funds with $10,952 in net assets. LFGTX expense ratio is 0.80%, holding 35 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2019-01-31.

LFGTX performance shows a YTD return of 2.92%. The 1-year return is 5.33% and the 5-year return is 8.55%.

LFGTX top holdings include Nvidia Corp. (13.8%), Alphabet Inc. C (8.2%), Amazon.Com Inc (7.1%), Microsoft Corp (6.2%), Apple, Inc (3.6%). Go to all LFGTX holdings, LFGTX sectors, or LFGTX dividends.

LFGTX can be compared against other funds. Use LFGTX overlap to find shared positions, or LFGTX vs another fund for a side-by-side view. LFGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.