LFGQX Performance — Lord Abbett Focused Growth Fund, Class R3
Data updated: 2026-09-25
LFGQX returned +2.59% year to date and +4.81% over one year to Jul 2026. Annualised returns are +22.53% over 3 years and +8.01% over 5 years. Against its US Large Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $184, against $166 for the category, and to $105 over one year, against $111. Volatility over the past three years was 22.50% a year. In the 12 months to Jul 2026 the fund took in a net $4.9M, and assets reached $159.40M.
LFGQX Growth of $100
What $100 invested in Lord Abbett Focused Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | LFGQX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $105 | $111 |
| 3 years (Aug 2023 – Jul 2026) | $184 | $166 |
| 5 years (Aug 2021 – Jul 2026) | $147 | $158 |
| Since data start (Aug 2019 – Jul 2026) | $299 | $261 |
LFGQX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.59% |
| 1 year | +4.81% |
| 3 years (annualised) | +22.53% |
| 5 years (annualised) | +8.01% |
LFGQX Annual Returns
Calendar-year total returns of Lord Abbett Focused Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +2.59% |
| 2025 | +14.49% |
| 2024 | +50.11% |
| 2023 | +33.47% |
| 2022 | −39.19% |
| 2021 | +12.64% |
| 2020 | +85.71% |
| 2019 (Aug–Dec) | −0.07% |
LFGQX 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 | −2.4% | −5.1% | −3.5% | +13.9% | +6.4% | +1.5% | −6.7% | — | — | — | — | — |
| 2025 | +4.8% | −6.7% | −11.7% | +5.7% | +10.4% | +7.8% | +3.1% | +1.0% | +4.8% | +3.0% | −5.5% | −0.8% |
| 2024 | +6.0% | +9.0% | +1.4% | −6.2% | +5.5% | +7.5% | −5.8% | +4.0% | +4.3% | +3.5% | +14.1% | −0.3% |
| 2023 | +7.2% | −3.0% | +7.1% | −2.2% | +6.1% | +6.8% | +3.6% | −1.3% | −7.4% | −3.0% | +14.2% | +3.0% |
| 2022 | −12.8% | −2.7% | +2.5% | −13.8% | −6.1% | −6.7% | +11.0% | −3.4% | −8.5% | +3.5% | +0.7% | −9.3% |
| 2021 | −0.4% | +2.7% | −4.6% | +6.6% | −3.4% | +6.4% | +2.5% | +3.6% | −6.0% | +11.7% | −0.6% | −5.0% |
| 2020 | +4.3% | −3.2% | −8.2% | +15.2% | +12.3% | +9.7% | +9.7% | +11.4% | −0.9% | −2.9% | +12.6% | +6.6% |
| 2019 | — | — | — | — | — | — | — | −2.9% | −8.9% | +3.5% | +6.1% | +2.9% |
LFGQX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 22.50%
- 3-year Sharpe ratio: 0.80 (vs 4.5% risk-free rate)
- Best month: +14.24% (Nov 2023)
- Worst month: −11.67% (Mar 2025)
LFGQX Fund Flows
Monthly money in and out of Lord Abbett Focused Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $4.9M
- 12-month gross sales (incl. reinvestments): $74.2M
- Sales ÷ redemptions: 1.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.3M | $2.7M | −$441K |
| Jun 2026 | $2.2M | $5.7M | −$3.5M |
| May 2026 | $2.4M | $3.3M | −$922K |
| Apr 2026 | $16.7M | $2.5M | $14.2M |
| Mar 2026 | $3.3M | $16.7M | −$13.4M |
| Feb 2026 | $6.1M | $3.5M | $2.6M |
| Jan 2026 | $5.9M | $14.8M | −$8.9M |
| Dec 2025 | $4.4M | $8.5M | −$4.1M |
| Nov 2025 | $8.0M | $2.0M | $6.0M |
| Oct 2025 | $8.5M | $5.9M | $2.6M |
| Sep 2025 | $6.3M | $1.8M | $4.5M |
| Aug 2025 | $8.2M | $1.9M | $6.3M |
LFGQX Assets Under Management
Net assets of Lord Abbett Focused Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $159.40M |
| 2026-04-30 | $162.73M |
| 2026-01-31 | $152.88M |
| 2025-10-31 | $174.76M |
| 2025-07-31 | $147.52M |
| 2025-04-30 | $84.34M |
| 2025-01-31 | $91.75M |
| 2024-10-31 | $64.58M |
| 2024-07-31 | $57.26M |
| 2024-04-30 | $51.74M |
| 2024-01-31 | $47.64M |
| 2023-10-31 | $31.02M |
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.