Lord Abbett Growth Opportunities Fund (LMGAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LMGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMGAX
LMGAX charges 1.06% annually. There are 110 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | LMGAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LMGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LMGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | LMGAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LMGAX vs VMFGX |
Best Risk-Adjusted Alternatives to LMGAX
LMGAX has a PortfoliosLab risk / return rank of 19. There are 47 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | LMGAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | LMGAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | LMGAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | LMGAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | LMGAX vs POAGX |
Top Performing LMGAX Alternatives (YTD)
LMGAX is at 15.11% YTD. There are 35 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | LMGAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | LMGAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | LMGAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | LMGAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | LMGAX vs POAGX |
Lowest Volatility Alternatives to LMGAX
LMGAX has 25.44% 1-year volatility. There are 149 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | LMGAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | LMGAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | LMGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | LMGAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | LMGAX vs VLIFX |
Lowest Drawdown Alternatives to LMGAX
LMGAX has a 1-year max drawdown of -15.99%. There are 113 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | LMGAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | LMGAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LMGAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | LMGAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LMGAX vs SECUX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 76 | 0.93% | — | Oct 2004 | LMGAX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | LMGAX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | LMGAX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | LMGAX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | LMGAX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | LMGAX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | LMGAX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | Dec 1998 | LMGAX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LMGAX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 59 | 13.15% | — | Jun 1983 | LMGAX vs LAVLX |
Often Compared With LMGAX
Investors most often compare LMGAX with VTSAX, CTIGX, BARAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LMGAX with Any Fund or Stock
Compare LMGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMGAX with funds that move differently
Lord Abbett Growth Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMGAX.
Explore LMGAX Diversifiers