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LGOQX:NASDAQ

Lord Abbett Growth Opportunities Fund Class R2 – LGOQX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
21.560.12 (+0.56%)20.50 - 25.380.0

Market data as of 6:05PM 04/17/14. Quotes are delayed by at least 15 min.

Overview - LGOQX

The investment seeks capital appreciation. Under normal conditions, the fund pursues its investment objective by investing at least 65% of its net assets in equity securities of mid-sized companies. It follows a growth style of investing, which means that the portfolio management team favors companies that show the potential for strong revenue and earnings growth. The fund may invest in U.S. and foreign (which may include emerging market) companies. It may invest in any security that represents equity ownership in a company.

Growth of $10,000 (10 Years)

Total Return7.28%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio1.65%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure6 Years
Fund Inception09/28/2007

Trailing Total Returns - LGOQX

as of 03/31/2014
TimeframeLGOQXS&P 500Mid-Cap Growth
1 Month-3.02%0.84%-1.95%
3 Month1.14%1.81%1.19%
Year-to-Date1.14%1.81%1.19%
1 Year24.45%21.86%23.40%
3 Year9.40%14.66%11.74%
5 Year20.84%21.16%22.17%
10 Year8.42%7.42%8.67%
Since Inception7.28%10.60%--

Sector Allocation - LGOQX

as of 03/31/2014
Basic Materials
 
0.67%
Consumer Cyclical
 
27.49%
Financial Services
 
8.49%
Real Estate
 
0.46%
Consumer Defensive
 
6.82%
Healthcare
 
13.96%
Utilities
 
0.00%
Communication Services
 
1.34%
Energy
 
4.37%
Industrials
 
21.85%
Technology
 
14.55%

Asset Allocation - LGOQX

as of 03/31/2014
By PercentShort0%LongNet
Stock--
 
 
90.3190.31
Bond--
 
 
0.000.00
Other--
 
 
3.063.06
Foreign Stock--
 
 
6.636.63
Foreign Bond--
 
 
0.000.00
Total--100.00100.00
Cash--
 
 
0.000.00
Total Net Assets$677.36M
Total Stock Holdings105
Total Bond Holdings0

Top Ten Holdings - LGOQX

as of 03/31/2014
CompanyYTD Return% of Assets
AMG-5.36%2.04%
ICE-13.84%1.98%
ACT24.54%1.70%
AME-0.19%1.64%
ADS3.66%1.59%
TSCO-7.39%1.51%
VFC0.16%1.46%
LKQ-17.45%1.44%
FLS0.22%1.44%
HOG-1.06%1.41%

Valuation & Growth - LGOQX

as of 03/31/2014
ValuationLGOQXCategory Range
Price/Earnings28.15
Price/Book4.86
Price/Sales2.30
Price/Cash Flow18.96
Dividend Yield0.57
LT Earnings15.42
Historical Earnings28.26
Sales Growth7.74
Cash-Flow Growth14.06
Book-Value Growth10.76
Key:  Lo 
 Hi

Morningstar Summary - LGOQX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskHigh
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - LGOQX, 3 Year Avg

Pretax Return9.40%
Tax-adjusted Return6.82%
Tax Cost Ratio2.36%
Potential Cap Gains22.05%

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