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Morningstar

Lord Abbett Growth Leaders I LGLIX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 40.02  /  +0.08 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 120%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LGLIX

Will LGLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Streaky.

Analyst Drew Carter

Drew Carter

Analyst

Summary

The Lord Abbett Growth Equity strategy’s momentum-driven, aggressive-growth approach could leave investors in the lurch.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGLIX

More LGLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.70 723.9 Mil
Technology

Microsoft Corp

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Technology

Meta Platforms Inc Class A

5.93 366.9 Mil
Communication Services

Amazon.com Inc

4.82 298.5 Mil
Consumer Cyclical

Arista Networks Inc

3.08 190.4 Mil
Technology

Netflix Inc

2.53 156.9 Mil
Communication Services

Advanced Micro Devices Inc

2.41 148.9 Mil
Technology

MercadoLibre Inc

2.39 148.0 Mil
Consumer Cyclical

Shopify Inc Registered Shs -A- Subord Vtg

2.38 147.1 Mil
Technology

Eli Lilly and Co

2.38 147.1 Mil
Healthcare