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Lord Abbett Growth Opportunities P (LGOPX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Growth Opportunities P (LGOPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Growth Opportunities P Fund (LGOPX) ManagerFund Manager - Paul J. Volovich

Fund Manager Information

Fund Manager Tenure: 10.7 years
Similar Funds: LGOFX  LGOQX  LGORX 
Fund Family: Lord Abbett
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Paul J. Volovich, CFA, Partner & Director of Large & Mid Cap Growth Equity Mr. Volovich is a lead Portfolio Manager of the mid cap growth and large cap growth equity strategies. Mr. Volovich joined Lord Abbett in 1997 and has served as a quantitative analyst, research analyst for the large cap value equity strategy and a portfolio manager of the large cap core equity strategy. He was named Partner in 2008. His prior experience includes working as an Analyst at RogersCasey. Mr. Volovich received a BA from Muhlenberg College and an MBA from Columbia University. He is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1995.  Get more insights on Paul J. Volovich

 

Graph of Lord Abbett Growth Opportunities P Fund (LGOPX) ProfileLord Abbett Growth Opportunities P Fund (LGOPX) Profile

Fund Profile and Description

Lord Abbett Growth Opportunities P Fund seeks capital appreciation. Lord Abbett Growth Opportunities P Fund normally invests at least 65% of net assets in equity securities of mid-sized companies, which are companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell Midcap Index. It may invest in equity securities such as common stocks, preferred stocks, convertible securities, warrants and similar instruments.

 

Lord Abbett Growth Opportunities P (LGOPX) Fund Strength What we like about Lord Abbett Growth Opportunities P (LGOPX) Fund

Data for Lord Abbett Growth Opportunities P Fund (LGOPX) as of May 30, 2016

  • Lord Abbett Growth Opportunities P Fund (LGOPX) management has been with Lord Abbett Growth Opportunities P Fund for 10.7 years
  • Lord Abbett Growth Opportunities P Fund (LGOPX) has good short-term performance (1-year return -4.50% vs -5.73% Mid-Cap Growth category median performance)
  • Lord Abbett Growth Opportunities P Fund (LGOPX) has good mid-term performance (3-year return 9.22% vs 8.38% Mid-Cap Growth category median performance)
  • Lord Abbett Growth Opportunities P Fund (LGOPX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Growth Opportunities P Fund (LGOPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Growth Opportunities P Fund (LGOPX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.16, lower than category average of 13.49

Lord Abbett Growth Opportunities P Fund (LGOPX) Weakness What we are cautious about Lord Abbett Growth Opportunities P (LGOPX) Fund

Data for Lord Abbett Growth Opportunities P Fund (LGOPX) as of May 30, 2016

  • Lord Abbett Growth Opportunities P Fund (LGOPX) has a less-than-ideal Long-term performance (5-year return 6.98% vs 7.70% Mid-Cap Growth category median performance)
  • Lord Abbett Growth Opportunities P Fund (LGOPX) has a Morningstar rating of 3 and below
  • Lord Abbett Growth Opportunities P Fund (LGOPX) is less safe compared to its Mid-Cap Growth peers
  • Lord Abbett Growth Opportunities P Fund (LGOPX) has an annual stock turnover rate of 96.81% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Lord Abbett Growth Opportunities P is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Growth Opportunities P Fund (LGOPX) has a higher expense ratio of 1.48% than its Mid-Cap Growth average of 1.28%
  • Even though Lord Abbett Growth Opportunities P Fund carries no load, it does have a 0.45% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Growth Opportunities P Fund (LGOPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Growth Opportunities P Fund (LGOPX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Growth Opportunities P1.27-4.509.226.98
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Lord Abbett Growth Opportunities P Fund (LGOPX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Lord Abbett Growth Opportunities P Fund (LGOPX) Net Asset TrackingLord Abbett Growth Opportunities P (LGOPX) Fund Net Asset

Track net asset change of Lord Abbett Growth Opportunities P fund (LGOPX)

DateNet Asset
05/2016$602.76M
03/2016$595.65M
02/2016$556.19M
More historic net asset information on Lord Abbett Growth Opportunities P Fund (LGOPX)

  

Graph of Lord Abbett Growth Opportunities P Fund (LGOPX) Portfolio TrackingLord Abbett Growth Opportunities P (LGOPX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Growth Opportunities P fund (LGOPX)

DateCashStockBondOther
03/20160.21%98.06%0%1.73%
12/20150.05%99.95%0%0%
09/20151.68%98.32%0%0%
Click here to see more historic asset allocation information on Lord Abbett Growth Opportunities P Fund (LGOPX)

 

graph of Lord Abbett Growth Opportunities P Fund (LGOPX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Growth Opportunities P (LGOPX) Fund

Discover what Lord Abbett Growth Opportunities P Fund (LGOPX) manager is buying

Mar 30, 2016
Dollar General Corporation Comm [2.49%]
Intercontinental Exchange Inc. [1.9%]
AutoZone, Inc. Common Stock [1.84%]
CBRE Group Inc Common Stock Cla [1.75%]
Zoetis Inc. Class A Common Stoc [1.66%]
Red Hat, Inc. Common Stock [1.64%]
AMETEK, Inc. [1.59%]
ServiceNow, Inc. Common Stock [1.58%]
Dollar Tree, Inc. [1.57%]
Fiserv, Inc. [1.55%]

Dec 30, 2015
Dollar General Corporation Comm [2.31%]
Red Hat, Inc. Common Stock [2.06%]
AutoZone, Inc. Common Stock [2.04%]
Intercontinental Exchange Inc. [2.03%]
Alliance Data Systems Corporati [1.99%]
L Brands, Inc. [1.72%]
Activision Blizzard, Inc [1.67%]
Delphi Automotive PLC [1.66%]
ServiceNow, Inc. Common Stock [1.62%]
Equinix, Inc. [1.58%]

Sep 29, 2015
AutoZone, Inc. Common Stock [2.16%]
Dollar General Corporation Comm [1.86%]
Akamai Technologies, Inc. [1.8%]
Chipotle Mexican Grill, Inc. Co [1.77%]
Activision Blizzard, Inc [1.76%]
Ulta Salon, Cosmetics & Fragran [1.72%]
Intercontinental Exchange Inc. [1.49%]
Fiserv, Inc. [1.48%]
Delphi Automotive PLC [1.47%]
Click here for Stock Holding Change Map in Lord Abbett Growth Opportunities P Fund (LGOPX)

  

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