LGOSX Mutual Fund

LGOSX Mutual Fund

NAV$25.23
See how much of LGOSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Aug 31, 2026

Net Assets
$1M
Expense Ratio
0.96%
Dividend Yield (Current)
-
Holdings
79
Inception Date
Jun 30, 2015
Fund Family
Lord Abbett Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-2.11%
1 Year-8.14%
3 Year+20.22%
5 Year+0.78%
10 Year+10.49%

Asset Allocation

Stocks: 100.00%
See how much of LGOSX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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
Download all 79 holdings for LGOSX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$4.92
-

Peer Comparison

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

LGOSX Mutual Fund Overview

LGOSX Mutual Fund (Lord Abbett Growth Opportunities Fund Class R4) is managed by Lord Abbett Family of Funds with $1.0M in net assets. LGOSX expense ratio is 0.96%, holding 79 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2015-06-30.

LGOSX performance shows a YTD return of -2.11%. The 1-year return is -8.14% and the 5-year return is 0.78%.

LGOSX 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 LGOSX holdings, LGOSX sectors, or LGOSX dividends.

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