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Mutual Fund Insights: Lord Abbett Growth Opportunities R3 Fund (LGORX)

In-depth Analysis of Lord Abbett Growth Opportunities R3 Fund (LGORX)

Mutual fund chart: Lord Abbett Growth Opportunities R3 Fund (LGORX)

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See Lord Abbett Growth Opportunities R3 Fund (LGORX) performance details as of January 31, 2010

  

    Last Trade: $19.28 on 3/19/2010, Change: -0.21 (-1.08%)
Experiment our closing price forecasting tool for Lord Abbett Growth Opportunities R3 Fund (LGORX) (alpha release)

  

Fund ManagerFund Manager - Paul J. Volovich

Fund Manager Tenure: 1.6 years   [Similar Funds: LGOFX  LGOPX  LGOQX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Volovich is a portfolio manager with Lord Abbett & Co. LLC, his employer since 1997. He has been in the investment business since 1995. Volovich holds the Chartered Financial Analyst designation.  Get more insights on Paul J. Volovich

  

What we like about Lord Abbett Growth Opportunities R3 Fund (LGORX) What we like about Lord Abbett Growth Opportunities R3 Fund (LGORX)

Data for Lord Abbett Growth Opportunities R3 Fund (LGORX) as of January 31, 2010

  • Lord Abbett Growth Opportunities R3 Fund (LGORX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) has good short-term performance (1-year return 44.08% vs 39.73% Mid-Cap Growth category average)
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) has good mid-term performance (3-year return -0.51% vs -5.54% Mid-Cap Growth category average)
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) has good Long-term performance (5-year return 3.05% vs 1.43% Mid-Cap Growth category average)
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) has a Morningstar rating of 4 and above
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.73, lower than category average of 23.72

  

What we are cautious about Lord Abbett Growth Opportunities R3 Fund (LGORX) What we are cautious about Lord Abbett Growth Opportunities R3 Fund (LGORX)

Data for Lord Abbett Growth Opportunities R3 Fund (LGORX) as of January 31, 2010

  • Lord Abbett Growth Opportunities R3 Fund (LGORX) management has been with Lord Abbett Growth Opportunities R3 Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) ratio of up-years vs down years can be improved
  • Lord Abbett Growth Opportunities R3 Fund (LGORX) has a higher management fee of 1.70% than its Mid-Cap Growth average of 1.46%
  • Even though Lord Abbett Growth Opportunities R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Growth Opportunities R3 Fund (LGORX) performance details as of January 31, 2010

  

  

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Lord Abbett Growth Opportunities R3 Fund (LGORX) Net Asset

Track net asset change of Lord Abbett Growth Opportunities R3 fund (LGORX)

DateNet Asset
01/2010$5.35M
11/2009$2.16M
10/2009$2.93M
More historic net asset information on Lord Abbett Growth Opportunities R3 Fund (LGORX)

  

Lord Abbett Growth Opportunities R3 Fund (LGORX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Growth Opportunities R3 fund (LGORX)

DateCashStockBondOther
09/20090%100%0%0%
06/20090.81%99.19%0%0%
04/20090.13%99.19%0%0.68%
Click here to see more historic asset allocation information on Lord Abbett Growth Opportunities R3 Fund (LGORX)

  

Most Recent Top 10 Holdings in Lord Abbett Growth Opportunities R3 Fund (LGORX)

Discover what Lord Abbett Growth Opportunities R3 Fund (LGORX) manager is buying

30-Sep-09
T. Rowe Price Group, Inc. [1.52%]
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%]

30-Jun-09
T. Rowe Price Group, Inc. [1.52%]
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%]

30-Apr-09
Northern Trust Corporation [1.73%]
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%]

Click here for Stock Holding Change Map in Lord Abbett Growth Opportunities R3 Fund (LGORX)

  

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