LCMGX Performance — Lord Abbett Micro-Cap Growth Fund, Class C
Data updated: 2026-09-25
LCMGX returned +23.98% year to date and +42.50% over one year to Jul 2026. Annualised returns are +16.84% over 3 years and +4.25% over 5 years. The fund beat its US Small Growth category average: $100 invested three years ago grew to $160, against $142 for the category, and to $143 over one year, against $123. Volatility over the past three years was 24.18% a year. In the 12 months to Jul 2026 the fund lost a net $37.7M, and assets reached $213.01M.
LCMGX Growth of $100
What $100 invested in Lord Abbett Micro-Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Growth category average over the same months.
| Period | LCMGX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $143 | $123 |
| 3 years (Aug 2023 – Jul 2026) | $160 | $142 |
| 5 years (Aug 2021 – Jul 2026) | $123 | $121 |
| Since data start (Aug 2020 – Jul 2026) | $179 | $173 |
LCMGX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +23.98% |
| 1 year | +42.50% |
| 3 years (annualised) | +16.84% |
| 5 years (annualised) | +4.25% |
LCMGX Annual Returns
Calendar-year total returns of Lord Abbett Micro-Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +23.98% |
| 2025 | +9.91% |
| 2024 | +26.04% |
| 2023 | +5.02% |
| 2022 | −29.80% |
| 2021 | +2.74% |
| 2020 (Aug–Dec) | +37.57% |
LCMGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +2.0% | −3.7% | +15.8% | +8.9% | +7.0% | −8.1% | — | — | — | — | — |
| 2025 | +0.2% | −9.0% | −10.2% | +2.9% | +7.3% | +4.8% | +1.0% | +6.6% | +5.6% | +6.0% | +0.2% | −4.0% |
| 2024 | −1.3% | +7.1% | +1.7% | −6.9% | +7.1% | +0.2% | +4.2% | +1.6% | +0.7% | +3.3% | +12.2% | −5.1% |
| 2023 | +8.6% | −0.6% | −2.5% | +0.1% | +2.1% | +1.8% | +3.2% | −7.3% | −9.7% | −11.4% | +13.9% | +10.0% |
| 2022 | −17.7% | +0.1% | +0.3% | −13.7% | −3.1% | −7.6% | +10.8% | +3.0% | −5.3% | +7.9% | −1.2% | −4.5% |
| 2021 | +7.8% | +9.6% | −5.1% | +1.2% | −6.0% | +4.8% | −5.5% | +1.4% | −5.8% | +6.4% | −5.5% | +1.1% |
| 2020 | — | — | — | — | — | — | — | −0.4% | +1.2% | +0.4% | +19.8% | +13.4% |
LCMGX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 24.18%
- 3-year Sharpe ratio: 0.51 (vs 4.5% risk-free rate)
- Best month: +15.84% (Apr 2026)
- Worst month: −11.40% (Oct 2023)
LCMGX Fund Flows
Monthly money in and out of Lord Abbett Micro-Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$37.7M
- 12-month gross sales (incl. reinvestments): $6.9M
- Sales ÷ redemptions: 0.15×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $793K | $3.4M | −$2.6M |
| Jun 2026 | $479K | $1.9M | −$1.4M |
| May 2026 | $411K | $2.1M | −$1.7M |
| Apr 2026 | $590K | $4.4M | −$3.9M |
| Mar 2026 | $408K | $2.2M | −$1.8M |
| Feb 2026 | $537K | $3.1M | −$2.5M |
| Jan 2026 | $859K | $4.4M | −$3.5M |
| Dec 2025 | $1.0M | $10.5M | −$9.4M |
| Nov 2025 | $303K | $4.3M | −$4.0M |
| Oct 2025 | $699K | $3.4M | −$2.7M |
| Sep 2025 | $270K | $2.6M | −$2.3M |
| Aug 2025 | $490K | $2.2M | −$1.8M |
LCMGX Assets Under Management
Net assets of Lord Abbett Micro-Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $213.01M |
| 2026-04-30 | $203.62M |
| 2026-01-31 | $186.37M |
| 2025-10-31 | $207.20M |
| 2025-07-31 | $179.31M |
| 2025-04-30 | $163.71M |
| 2025-01-31 | $201.88M |
| 2024-10-31 | $194.84M |
| 2024-07-31 | $191.91M |
| 2024-04-30 | $183.19M |
| 2024-01-31 | $186.68M |
| 2023-10-31 | $163.16M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.