LGOSX Performance — Lord Abbett Growth Opportunities Fund, Class R4
Data updated: 2026-07-29
LGOSX returned +16.33% year to date and +27.31% over one year to May 2026. Annualised returns are +21.86% over 3 years and +6.51% over 5 years. The fund beat its US Mid-Cap Growth category average: $100 invested three years ago grew to $181, against $157 for the category, and to $127 over one year, against $119. Volatility over the past three years was 22.46% a year. In the 12 months to May 2026 the fund took in a net $80.5M, and assets reached $793.50M.
LGOSX Growth of $100
What $100 invested in Lord Abbett Growth Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | LGOSX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $127 | $119 |
| 3 years (Jun 2023 – May 2026) | $181 | $157 |
| 5 years (Jun 2021 – May 2026) | $137 | $129 |
| Since data start (Sep 2019 – May 2026) | $207 | $197 |
LGOSX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +16.33% |
| 1 year | +27.31% |
| 3 years (annualised) | +21.86% |
| 5 years (annualised) | +6.51% |
LGOSX Annual Returns
Calendar-year total returns of Lord Abbett Growth Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +16.33% |
| 2025 | +13.28% |
| 2024 | +30.72% |
| 2023 | +10.87% |
| 2022 | −32.60% |
| 2021 | +6.61% |
| 2020 | +40.07% |
| 2019 (Sep–Dec) | +7.54% |
LGOSX 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 | +0.9% | +0.7% | −4.8% | +12.7% | +6.7% | — | — | — | — | — | — | — |
| 2025 | +7.0% | −9.7% | −10.9% | +7.3% | +12.0% | +6.0% | +2.4% | +3.4% | +4.7% | +0.5% | −4.7% | −2.8% |
| 2024 | +3.1% | +9.9% | +1.7% | −6.0% | +1.6% | +2.2% | −3.3% | +4.3% | +4.9% | +3.3% | +13.9% | −6.7% |
| 2023 | +6.1% | −2.5% | +3.3% | −3.3% | +2.2% | +5.7% | +2.1% | −5.0% | −6.7% | −7.3% | +12.8% | +5.0% |
| 2022 | −13.8% | −1.2% | −0.1% | −10.6% | −4.5% | −5.1% | +11.3% | −4.3% | −8.9% | +5.6% | +3.3% | −7.7% |
| 2021 | −1.9% | +3.6% | −3.1% | +5.8% | −3.9% | +5.8% | +2.4% | +2.8% | −4.4% | +5.5% | −4.9% | −0.3% |
| 2020 | +2.0% | −6.4% | −15.6% | +14.9% | +11.1% | +3.2% | +7.7% | +3.6% | −0.6% | +1.1% | +12.0% | +4.8% |
| 2019 | — | — | — | — | — | — | — | — | −1.3% | +2.5% | +4.6% | +1.6% |
LGOSX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 22.46%
- 3-year Sharpe ratio: 0.77 (vs 4.5% risk-free rate)
- Best month: +13.92% (Nov 2024)
- Worst month: −10.86% (Mar 2025)
LGOSX Fund Flows
Monthly money in and out of Lord Abbett Growth Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $80.5M
- 12-month gross sales (incl. reinvestments): $242.1M
- Sales ÷ redemptions: 1.50×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $17.2M | $11.6M | $5.6M |
| Apr 2026 | $11.6M | $12.5M | −$937K |
| Mar 2026 | $14.4M | $12.9M | $1.5M |
| Feb 2026 | $15.7M | $18.2M | −$2.6M |
| Jan 2026 | $15.3M | $24.4M | −$9.0M |
| Dec 2025 | $68.2M | $16.0M | $52.1M |
| Nov 2025 | $15.6M | $11.2M | $4.4M |
| Oct 2025 | $27.2M | $14.2M | $13.0M |
| Sep 2025 | $19.9M | $10.1M | $9.8M |
| Aug 2025 | $11.7M | $11.7M | $64K |
| Jul 2025 | $12.5M | $8.7M | $3.8M |
| Jun 2025 | $12.8M | $10.0M | $2.8M |
LGOSX Assets Under Management
Net assets of Lord Abbett Growth Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $793.50M |
| 2026-02-28 | $687.06M |
| 2025-11-30 | $699.38M |
| 2025-08-31 | $670.39M |
| 2025-05-31 | $591.23M |
| 2025-02-28 | $518.27M |
| 2024-11-30 | $565.75M |
| 2024-08-31 | $460.59M |
| 2024-05-31 | $454.98M |
| 2024-02-29 | $476.51M |
| 2023-11-30 | $418.39M |
| 2023-08-31 | $441.38M |
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.