Lord Abbett Developing Growth A
(LAGWX)
24.94
+0.30
+1.22%
+0.30
+1.22%
MORE ON LAGWX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 24.64 |
| Category | Small Growth |
| Net Assets | 1.11 Bil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 6/19/2013 12:20 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of companies demonstrating above-average, long-term growth potential. It invests at least 65% of its net assets in equity securities of small companies. In selecting investments, the fund may invest in U.S. and foreign (which may include emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts ("ADRs"). |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 47.03% | 36.54% | -1.66% | 10.39% | 25.20% |
| Value ($) | 14,703.11 | 20,075.40 | 19,742.47 | 21,793.53 | 27,285.67 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Lord Abbett |
| Fund Manager | F. O'Halloran |
| Tenure (Years) | 11 |
| Fund Status | Closed |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.75 |
| Expense Ratio | 1.12% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 3.06% |
| 3 Months | 10.94% |
| 1 Year | 30.32% |
| 3 Years* | 19.58% |
| 5 Years* | 10.42% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| LAGWX | Small Growth | |
|---|---|---|
| 5-Yr Return | 10.42% | 7.63% |
| Sharpe Ratio | 1.04 | 2.46 |
| Net Assets | 1.11 Bil | 234.18 Mil |
| Avg Market Cap | 2.11 Bil | 2.16 Bil |
| Avg P/E | 24.39 | 22.55 |
| Portfolio Turnover | 195 | 62 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 98.01% |
| Cash | 1.99% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Team Health Holdings Inc | 1.75% |
| Financial Engines, Inc. | 1.73% |
| Cree, Inc. | 1.72% |
| CoStar Group, Inc. | 1.70% |
| Axiall Corp | 1.55% |
| Air Methods Corp. | 1.50% |
| Dril-Quip, Inc. | 1.43% |
| Avis Budget Group Inc | 1.42% |
| Oasis Petroleum Inc | 1.42% |
| AthenaHealth, Inc. | 1.33% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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