LGOTX Mutual Fund

NAV$35.84

Fund Essentials - as of Feb 28, 2026

Net Assets
$79,750
Expense Ratio
0.71%
Dividend Yield (Current)
4.95%
Holdings
80
Inception Date
Jun 30, 2015
Fund Family
Lord Abbett Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.47%
1 Year+25.88%
3 Year+21.69%
5 Year+6.52%
10 Year+12.91%

Asset Allocation

Stocks: 96.95%
Other: 3.05%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
VRTVertiv Holding Corp5.12%
FIXComfort Systems U.s.a., Inc.4.41%
HWMHowmet Aerospace Inc.4.12%
-Fixed Inc Clearing Corp.Repo3.05%
PWRQuanta2.64%
Top 10 Concentration: 30.27%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.95%
Frequency
Annually
Latest Distribution
$4.92
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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LGOTX Mutual Fund Overview

LGOTX Mutual Fund (Lord Abbett Growth Opportunities Fund Class R5) is managed by Lord Abbett Family of Funds with $79,750 in net assets. LGOTX expense ratio is 0.71%, holding 80 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2015-06-30.

LGOTX performance shows a YTD return of 5.47%. The 1-year return is 25.88% and the 5-year return is 6.52%. LGOTX dividend yield stands at 4.95%, paid annually.

LGOTX top holdings include Vertiv Holding Corp (5.1%), Comfort Systems U.s.a., Inc. (4.4%), Howmet Aerospace Inc. (4.1%), Fixed Inc Clearing Corp.Repo (3.0%), Quanta (2.6%). View all LGOTX holdings, sector breakdown, or dividend history.

LGOTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LGOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.