Lord Abbett Growth Opportunities Fund (LMGAX)
The investment seeks capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The advisor believes these companies possess revenue and earnings growth potential that can exceed market expectations. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, ADRs, and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.
Fund Info
US54400R1032
54400R103
Aug 1, 1995
$1,000
Mid-Cap
Growth
Expense Ratio
LMGAX has a high expense ratio of 1.06%, indicating higher-than-average management fees.
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 Growth Opportunities 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 Opportunities Fund had a return of 9.23% year-to-date (YTD) and 31.05% in the last 12 months. Over the past 10 years, Lord Abbett Growth Opportunities Fund had an annualized return of 2.41%, while the S&P 500 had an annualized return of 11.31%, indicating that Lord Abbett Growth Opportunities Fund did not perform as well as the benchmark.
LMGAX
9.23%
4.37%
26.27%
31.05%
1.65%
2.41%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of LMGAX, 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 | 7.02% | 9.23% | |||||||||||
| 2024 | 3.20% | 9.85% | 1.77% | -5.99% | 1.62% | 2.20% | -3.30% | 4.26% | 4.86% | 3.29% | 13.88% | -6.66% | 30.74% |
| 2023 | 6.06% | -2.59% | 3.37% | -3.26% | 2.16% | 5.74% | 2.10% | -5.02% | -6.65% | -7.30% | 12.75% | 4.92% | 10.80% |
| 2022 | -13.83% | -1.21% | -0.05% | -10.59% | -4.46% | -5.14% | 11.34% | -4.32% | -8.86% | 5.58% | 3.27% | -7.65% | -32.59% |
| 2021 | -1.89% | 3.57% | -3.11% | 5.79% | -3.86% | 5.83% | 2.36% | 2.78% | -4.37% | 5.51% | -4.94% | -16.66% | -10.88% |
| 2020 | 2.04% | -6.41% | -15.58% | 14.88% | 11.16% | 3.20% | 7.76% | 3.64% | -0.56% | 1.13% | 11.98% | -9.17% | 21.37% |
| 2019 | 10.35% | 6.69% | 1.79% | 3.82% | -3.86% | 6.58% | 1.61% | -1.83% | -1.27% | 2.49% | 4.61% | -3.88% | 29.38% |
| 2018 | 5.06% | -3.18% | 0.05% | -0.92% | 3.36% | 0.05% | 2.68% | 4.26% | 0.53% | -9.10% | 3.27% | -13.56% | -8.93% |
| 2017 | 4.48% | 1.48% | 0.83% | 2.38% | 2.17% | 0.54% | 0.93% | 1.17% | 2.07% | 1.89% | 2.82% | -8.28% | 12.60% |
| 2016 | -8.50% | -0.24% | 7.24% | 0.17% | 3.37% | -1.01% | 4.21% | -1.04% | -0.52% | -3.84% | 3.45% | -4.34% | -2.06% |
| 2015 | -1.12% | 7.84% | 0.91% | -0.86% | 1.92% | -0.13% | 2.16% | -6.07% | -3.93% | 4.72% | -0.09% | -14.01% | -9.95% |
| 2014 | -1.97% | 6.48% | -3.04% | -2.92% | 2.28% | 3.70% | -3.86% | 4.51% | -3.29% | 2.43% | 2.46% | 0.07% | 6.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LMGAX is 59, indicating average performance compared to other mutual funds on our website. Here’s 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 Growth Opportunities Fund (LMGAX) 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 Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.26 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 15.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Growth Opportunities 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $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 |
| 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 | $0.00 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 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 | $0.00 | $0.00 | $0.00 |
| 2014 | $3.26 | $3.26 |
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 Opportunities 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 Opportunities Fund was 57.81%, occurring on Mar 9, 2009. Recovery took 536 trading sessions.
The current Lord Abbett Growth Opportunities Fund drawdown is 17.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.81% | Nov 7, 2007 | 334 | Mar 9, 2009 | 536 | Apr 21, 2011 | 870 |
| -52.34% | Dec 18, 2020 | 718 | Oct 26, 2023 | — | — | — |
| -49.96% | Mar 13, 2000 | 589 | Jul 23, 2002 | 1330 | Nov 6, 2007 | 1919 |
| -35.82% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -35.02% | May 2, 2011 | 162 | Dec 19, 2011 | 459 | Oct 18, 2013 | 621 |
Volatility
Volatility Chart
The current Lord Abbett Growth Opportunities Fund volatility is 7.33%, 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.