Lord Abbett Growth Leaders Fund (LGLIX)
The fund invests in equity securities of U.S. and foreign companies across all market capitalization ranges that the portfolio management team believes demonstrate above-average, long-term growth potential. 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
| ISIN | US5439152845 |
|---|---|
| Issuer | Lord Abbett |
| Inception Date | Jun 30, 2011 |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
LGLIX features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: LGLIX vs. MLAAX, LGLIX vs. MGDIX, LGLIX vs. HGOIX, LGLIX vs. FCNTX, LGLIX vs. JLGMX, LGLIX vs. PJFAX, LGLIX vs. MEGBX, LGLIX vs. OIEJX, LGLIX vs. GFFFX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lord Abbett Growth Leaders 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 Growth Leaders Fund had a return of 23.20% year-to-date (YTD) and 35.93% in the last 12 months. Over the past 10 years, Lord Abbett Growth Leaders Fund had an annualized return of 14.35%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.20% | 18.10% |
| 1 month | 0.33% | 1.42% |
| 6 months | 6.35% | 9.39% |
| 1 year | 35.93% | 26.58% |
| 5 years (annualized) | 15.93% | 13.42% |
| 10 years (annualized) | 14.35% | 10.88% |
Monthly Returns
The table below presents the monthly returns of LGLIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.78% | 9.24% | 1.92% | -5.87% | 5.24% | 6.63% | -4.60% | 3.79% | 23.20% | ||||
| 2023 | 6.77% | -2.88% | 6.11% | -1.63% | 5.43% | 7.23% | 3.75% | -1.32% | -6.89% | -3.23% | 13.71% | 3.85% | 33.29% |
| 2022 | -12.49% | -3.19% | 2.64% | -13.76% | -4.00% | -7.48% | 10.55% | -3.75% | -9.25% | 2.52% | 1.52% | -8.47% | -38.73% |
| 2021 | 0.11% | 1.21% | -5.06% | 5.49% | -4.20% | 5.45% | 3.62% | 3.55% | -5.38% | 11.15% | -1.08% | -5.07% | 8.62% |
| 2020 | 4.00% | -4.21% | -9.40% | 15.83% | 11.47% | 8.62% | 8.69% | 9.94% | -0.47% | -1.27% | 12.06% | 6.60% | 77.55% |
| 2019 | 10.40% | 6.79% | 2.49% | 4.64% | -3.88% | 6.87% | 3.08% | -1.06% | -7.73% | 3.28% | 5.82% | 2.13% | 36.43% |
| 2018 | 7.74% | -0.95% | -1.95% | 0.61% | 6.17% | 0.16% | 0.47% | 8.98% | 1.44% | -13.72% | 0.42% | -8.18% | -1.08% |
| 2017 | 3.71% | 3.11% | 1.02% | 2.34% | 4.50% | -0.68% | 3.50% | 1.80% | 1.15% | 4.93% | 2.51% | 0.07% | 31.64% |
| 2016 | -6.43% | -2.49% | 5.35% | -1.01% | 2.36% | -0.59% | 4.95% | -0.39% | 1.48% | -2.78% | 1.28% | -0.30% | 0.84% |
| 2015 | -1.53% | 7.03% | -0.60% | -1.97% | 3.59% | -0.30% | 4.07% | -7.65% | -2.25% | 7.98% | 0.13% | -0.74% | 6.93% |
| 2014 | -0.14% | 5.82% | -3.33% | -2.34% | 1.97% | 4.05% | -2.54% | 4.18% | -1.44% | 2.79% | 2.87% | -1.42% | 10.42% |
| 2013 | 5.89% | 1.22% | 4.05% | 1.39% | 4.75% | 1.04% | 6.55% | -0.41% | 6.68% | 2.96% | 2.33% | 3.19% | 47.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LGLIX is 34, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lord Abbett Growth Leaders Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $10.00 | $4.37 | $2.64 | $4.65 | $1.83 | $0.00 | $1.10 | $1.30 | $1.36 |
Dividend yield | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 9.03% | 19.82% | 6.46% | 0.00% | 4.84% | 5.82% | 6.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Growth Leaders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.00 | $0.00 | $10.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.37 | $0.00 | $4.37 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $0.00 | $2.64 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.65 | $0.00 | $4.65 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.83 | $0.00 | $1.83 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $0.00 | $1.10 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $1.29 | $0.00 | $1.30 |
| 2013 | $1.36 | $0.00 | $1.36 |
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 Growth Leaders 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 Growth Leaders Fund was 55.73%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Lord Abbett Growth Leaders Fund drawdown is 25.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.73% | Nov 22, 2021 | 277 | Dec 28, 2022 | — | — | — |
| -30.36% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -26.85% | Oct 1, 2018 | 59 | Dec 24, 2018 | 84 | Apr 26, 2019 | 143 |
| -20.52% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -17.57% | Jul 21, 2015 | 143 | Feb 11, 2016 | 240 | Jan 25, 2017 | 383 |
Volatility
Volatility Chart
The current Lord Abbett Growth Leaders Fund volatility is 7.40%, 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.