Lord Abbett Innovation Growth Z USD Acc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 60.4 | 16.5 | -34.8 | 28.1 | 13.7 | |
+/-Cat | 36.2 | -13.5 | -9.1 | -1.6 | 4.7 | |
+/-Idx | 35.5 | -19.3 | -7.5 | -7.1 | 3.3 | |
Category: US Large-Cap Growth Equity | ||||||
Benchmarks: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 07/05/2024 | USD 32.44 | |
Day Change | 1.62% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00BYZRLZ52 | |
Fund Size (Mil) 07/05/2024 | USD 173.21 | |
Share Class Size (Mil) 07/05/2024 | USD 29.31 | |
Max Initial Charge | - | |
Ongoing Charge 06/09/2023 | 1.13% |
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 | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Lord Abbett Innovation Growth Z USD Acc |
The investment objective of the Fund is to seek capital appreciation. |
Returns | |||||||||||||
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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 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Lord Abbett Innovation Growth Z USD Acc | 31/03/2024 |
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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 Z USD Acc |