Lord Abbett Developing Growth A
(LAGWX)
+0.10
+0.41%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 24.20 |
| Category | Small Growth |
| Net Assets | 1.00 Bil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of companies demonstrating above-average, long-term growth potential. It invests at least 65% of its net assets in equity securities of small companies. In selecting investments, the fund may invest in U.S. and foreign (which may include emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts ("ADRs"). |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 47.03% | 36.54% | -1.66% | 10.39% | 21.99% |
| Value ($) | 14,703.00 | 20,075.48 | 19,742.23 | 21,793.45 | 26,585.83 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Lord Abbett |
| Fund Manager | F. O'Halloran |
| Tenure (Years) | 11 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.75 |
| Expense Ratio | 0.56% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 12.14% |
| 3 Months | 13.02% |
| 1 Year | 34.25% |
| 3 Years* | 22.01% |
| 5 Years* | 9.81% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| LAGWX | Small Growth | |
|---|---|---|
| 5-Yr Return | 9.81% | 6.80% |
| Sharpe Ratio | 0.80 | 0.65 |
| Net Assets | 1.00 Bil | 218.15 Mil |
| Avg Market Cap | 2.11 Bil | 1.73 Bil |
| Avg P/E | 27.54 | 19.73 |
| Portfolio Turnover | 195 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 98.01% |
| Cash | 1.99% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| 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% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
