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Mutual Fund Insights: Lord Abbett Growth Opportunities R2 Fund (LGOQX)
In-depth Analysis of Lord Abbett Growth Opportunities R2 (LGOQX)
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Last Trade: $16.96 on 11/20/2009, Change: -0.12 (-0.7%)
Fund Manager - Paul J. Volovich
Fund Manager Tenure: 1.3 years [Similar Funds: LGOFX LGOPX LGORX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Paul J. Volovich joined Lord Abbett in 1997 and has served as a quantitative analyst, research analyst, and portfolio manager for several other investment strategies.
Category Average: 16.23% , -5.36% , 1.68% | Category Average: 1.46% | Category Average: 130.04% |
What we like about Lord Abbett Growth Opportunities R2 Fund (LGOQX)
Data for Lord Abbett Growth Opportunities R2 Fund (LGOQX) as of October 31, 2009
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) has good short-term performance (1-year return 20.26% vs 16.23% Mid-Cap Growth category average)
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) has good mid-term performance (3-year return -0.25% vs -5.36% Mid-Cap Growth category average)
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) has good Long-term performance (5-year return 3.48% vs 1.68% Mid-Cap Growth category average)
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) has a Morningstar rating of 4 and above
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.05, lower than category average of 23.37
What we are cautious about Lord Abbett Growth Opportunities R2 Fund (LGOQX)
Data for Lord Abbett Growth Opportunities R2 Fund (LGOQX) as of October 31, 2009
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) management has been with Lord Abbett Growth Opportunities R2 Fund for only 1.3 years, it is hard to judge manager's ability based on this fund's operation record
- Lord Abbett Growth Opportunities R2 Fund (LGOQX) has a higher management fee of 1.80% than its Mid-Cap Growth average of 1.46%
- Even though Lord Abbett Growth Opportunities R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- BB&T Special Opportunities Equity A (BOPAX) [ Compare BOPAX with LGOQX ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare BCMSX with LGOQX ]
- Hartford MidCap HLS IA (HIMCX) [ Compare HIMCX with LGOQX ]
- Browse other funds in Mid-Cap Growth Category
Lord Abbett Growth Opportunities R2 Fund (LGOQX) Net Asset
Track net asset change of Lord Abbett Growth Opportunities R2 fund (LGOQX)
| Date | Net Asset |
| 10/2009 | $1.07M |
| 09/2009 | $1.03M |
| 08/2009 | $740.00K |
Lord Abbett Growth Opportunities R2 Fund (LGOQX) Portfolio Allocation
Track portfolio allocation change of Lord Abbett Growth Opportunities R2 fund (LGOQX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 0% | 100% | 0% | 0% |
| 06/2009 | 0.81% | 99.19% | 0% | 0% |
| 04/2009 | 0.13% | 99.19% | 0% | 0.68% |
Most Recent Top 10 Holdings in Lord Abbett Growth Opportunities R2 Fund (LGOQX)
Discover what Lord Abbett Growth Opportunities R2 Fund (LGOQX) manager is buying
Northern Trust Corporation [1.35%] T J X COS INC [1.35%] Cognizant Technology Solutions [1.23%] MCAFEE, INC [1.21%] Citrix Systems, Inc. [1.18%] INTERCNTNTLEXCHANGE [1.17%] QUEST DIAGNOSTC [1.15%] AMPHENOL CP [1.12%] STATE STREET CP [1.08%] | Northern Trust Corporation [1.35%] T J X COS INC [1.35%] Cognizant Technology Solutions [1.23%] MCAFEE, INC [1.21%] Citrix Systems, Inc. [1.18%] INTERCNTNTLEXCHANGE [1.17%] QUEST DIAGNOSTC [1.15%] AMPHENOL CP [1.12%] STATE STREET CP [1.08%] | Broadcom Corporation [1.7%] Express Scripts, Inc. [1.65%] American Tower Corp. [1.6%] T. Rowe Price Group, Inc. [1.47%] Yum! Brands, Inc. [1.35%] Airgas Inc. [1.28%] TJX Companies, Inc. (New) [1.26%] Amphenol Corp. (New) [1.26%] |
Related books and products to Lord Abbett Growth Opportunities R2 Fund (LGOQX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
