Lord Abbett Focused Growth Fund (LFGIX)
The investment seeks capital appreciation. The fund invests in equity securities of companies that the portfolio management team believes demonstrate above-average, long-term growth potential in all market capitalization ranges. 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.
Fund Info
US5439151938
Jan 31, 2019
$1,000,000
Large-Cap
Growth
Expense Ratio
LFGIX features an expense ratio of 0.80%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lord Abbett Focused Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Lord Abbett Focused Growth Fund had a return of 5.58% year-to-date (YTD) and 44.33% in the last 12 months.
LFGIX
5.58%
0.36%
29.94%
44.33%
14.96%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of LFGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.90% | 5.58% | |||||||||||
| 2024 | 6.13% | 9.05% | 1.41% | -6.13% | 5.53% | 7.59% | -5.78% | 4.09% | 4.27% | 3.58% | 14.16% | -0.24% | 50.90% |
| 2023 | 7.29% | -3.01% | 7.11% | -2.12% | 6.13% | 6.87% | 3.68% | -1.24% | -7.36% | -2.99% | 14.25% | 3.08% | 34.10% |
| 2022 | -12.73% | -2.69% | 2.49% | -13.75% | -6.12% | -6.66% | 11.00% | -3.35% | -8.55% | 3.63% | 0.75% | -9.30% | -38.87% |
| 2021 | -0.36% | 2.77% | -4.59% | 6.63% | -3.31% | 6.43% | 2.61% | 3.68% | -6.00% | 11.74% | -13.83% | -4.97% | -1.91% |
| 2020 | 4.31% | -3.14% | -8.13% | 15.23% | 12.36% | 9.71% | 9.76% | 11.48% | -0.86% | -2.91% | 5.51% | 6.70% | 74.83% |
| 2019 | 6.60% | 0.31% | 3.37% | -4.58% | 5.94% | 3.58% | -2.82% | -8.83% | 3.51% | 6.16% | 2.96% | 16.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, LFGIX is among the top 22% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lord Abbett Focused Growth Fund (LFGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Focused Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lord Abbett Focused Growth Fund was 53.23%, occurring on Dec 28, 2022. Recovery took 486 trading sessions.
The current Lord Abbett Focused Growth Fund drawdown is 3.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.23% | Nov 9, 2021 | 286 | Dec 28, 2022 | 486 | Dec 4, 2024 | 772 |
| -30.88% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -16.34% | Feb 16, 2021 | 15 | Mar 8, 2021 | 96 | Jul 23, 2021 | 111 |
| -15.54% | Jul 25, 2019 | 49 | Oct 2, 2019 | 67 | Jan 8, 2020 | 116 |
| -12.67% | Sep 2, 2020 | 7 | Sep 11, 2020 | 20 | Oct 9, 2020 | 27 |
Volatility
Volatility Chart
The current Lord Abbett Focused Growth Fund volatility is 8.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.