LMGAX — Lord Abbett Growth Opportunities Fund
Data updated: 2026-07-29
LMGAX — Lord Abbett Growth Opportunities Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Growth Equity · $793.50M AUM · 0.96% expense ratio · 27.2% 1-yr return. From SEC regulatory filings.
LMGAX Fund Overview
LMGAX — Lord Abbett Growth Opportunities Fund is a US mutual fund managed by Lord Abbett Research Fund INC, categorised as United States Mid Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Lord Abbett Research Fund INC
- Category: United States Mid Cap Growth Equity
- Assets under management: $793.50M
- 1-year return: 27.2%
- Ticker: LMGAX
- SEC CIK: 0000887194
- SEC series ID: S000006999
- Share class ID: C000019093
LMGAX Holdings
Top 10 holdings of Lord Abbett Growth Opportunities Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Vertiv Holdings Co | 4.42% |
| Comfort Systems USA Inc | 4.35% |
| Fixed Income Clearing Corp. | 3.54% |
| Howmet Aerospace Inc | 3.51% |
| Sandisk Corp/DE | 3.36% |
| Quanta Services Inc | 2.89% |
| Monolithic Power Systems Inc | 2.78% |
| Datadog Inc | 2.30% |
| Hilton Worldwide Holdings Inc | 2.05% |
| Guardant Health Inc | 1.96% |
LMGAX Portfolio Allocation
Asset-class allocation of Lord Abbett Growth Opportunities Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.5% |
| Cash & Equivalents | 5.2% |
LMGAX Performance
Total returns for LMGAX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 16.3% |
| 1 year | 27.2% |
| 3 years (annualised) | 21.8% |
| 5 years (annualised) | 6.5% |
LMGAX Risk Information
Risk metrics for LMGAX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 17.4%
LMGAX Costs and Fees
LMGAX costs about $96 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.96%
- Gross expense ratio: 1.11%
- Portfolio turnover: 100%
- Brokerage commissions: 4.79 bps of average net assets (SEC N-CEN)
LMGAX Cashflows
Over the 12 months to 2026-02, Lord Abbett Growth Opportunities Fund had net inflows of $105.38M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | −$2.56M |
| 2026-01 | −$9.04M |
| 2025-12 | $52.15M |
| 2025-11 | $4.36M |
| 2025-10 | $13.02M |
| 2025-09 | $9.77M |
LMGAX Debt Constituents
No individual debt constituents are reported in Lord Abbett Growth Opportunities Fund's latest SEC N-PORT filing.
LMGAX Prospectus and SEC Filings
Official Lord Abbett Growth Opportunities Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Mid Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.