LGORX Mutual Fund

LGORX Mutual Fund

NAV$23.89
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Fund Essentials - as of Aug 31, 2026

Net Assets
-
Expense Ratio
1.21%
Dividend Yield (Current)
-
Holdings
79
Inception Date
Sep 28, 2007
Fund Family
Lord Abbett Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-2.31%
1 Year-8.35%
3 Year+19.92%
5 Year+0.53%
10 Year+10.22%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
FIXComfort Systems USA Inc.4.04%
DDOGDatadog Inc. Class A2.99%
NETCloudflare Inc (180 Day Lockup)2.85%
NTRANatera Inc2.56%
GHGuardant Health, Inc2.40%
Top 10 Concentration: 25.15%Report Date: Aug 31, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$4.92
-

Peer Comparison

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

LGORX Mutual Fund Overview

LGORX Mutual Fund (Lord Abbett Growth Opportunities Fund Class R3) is managed by Lord Abbett Family of Funds. LGORX expense ratio is 1.21%, holding 79 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2007-09-28.

LGORX performance shows a YTD return of -2.31%. The 1-year return is -8.35% and the 5-year return is 0.53%.

LGORX top holdings include Comfort Systems USA Inc. (4.0%), Datadog Inc. Class A (3.0%), Cloudflare Inc (180 Day Lockup) (2.9%), Natera Inc (2.6%), Guardant Health, Inc (2.4%). Go to all LGORX holdings, LGORX sectors, or LGORX dividends.

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