Lord Abbett Innovation Growth N USD Acc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 58.4 | 15.0 | -35.6 | 26.5 | 13.3 | |
+/-Cat | 34.2 | -15.0 | -9.9 | -3.3 | 3.6 | |
+/-Idx | 33.5 | -20.8 | -8.2 | -8.7 | 2.9 | |
Category: US Large-Cap Growth Equity | ||||||
Benchmarks: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 03/05/2024 | USD 28.83 | |
Day Change | 0.73% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00BYZRLY46 | |
Fund Size (Mil) 03/05/2024 | USD 170.53 | |
Share Class Size (Mil) 03/05/2024 | USD 19.79 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 06/09/2023 | 2.38% |
Morningstar Research |
Analyst Report | 01/05/2024 Drew Carter, Analyst Morningstar, Inc |
The Lord Abbett Growth Equity strategy offers experienced leaders and a stabilizing analyst team, but its aggressive, momentum-driven approach limits its potential to outperform on a risk-adjusted basis. It continues to earn Morningstar Analyst... | |
Click here to read this analyst report |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Lord Abbett Innovation Growth N USD Acc |
The investment objective of the Fund is to seek capital appreciation. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Matthew DeCicco 02/03/2016 | ||
Vernon Bice 02/03/2016 | ||
Click here to see others | ||
Inception Date 02/03/2016 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Lord Abbett Innovation Growth N USD Acc | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.25 |
Microsoft Corp | Technology | 7.12 |
Meta Platforms Inc Class A | Communication Services | 6.10 |
Amazon.com Inc | Consumer Cyclical | 5.27 |
Arista Networks Inc | Technology | 3.18 |
Increase Decrease New since last portfolio | ||
Lord Abbett Innovation Growth N USD Acc |