| 20.51 Net Asset Value | +0.10% 1 Day | +20.01% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.77% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +8.63% | 3 years | +20.06% | |
| 3 months | +11.23% | 5 years | +9.26% | |
| 1 year | +26.44% | Since inception | +7.86% |
| LADBX | Category | |
|---|---|---|
| Performance 5-yr return | +9.26% | +8.20% |
| Expense ratio | 1.77% | 1.48% |
| Risk 5 year sharpe ratio | 0.44 | 0.39 |
| Net assets | $2.6B | $699.1M |
| Average market cap | $2.1B | $2.1B |
| Average P/E | 27.5 | 22.9 |
| Portfolio turnover | 195% | 195% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Lord Abbett |
| Fund manager & tenure | F. O'Halloran / 11 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 15.78% |
| Industrial materials | 12.87% |
| Hardware | 10.98% |
| Consumer goods | 9.38% |
| Business service | 9.03% |
| TMH Team Health Holdings Inc | 1.75% |
| FNGN Financial Engines, Inc. | 1.73% |
| CREE Cree, Inc. | 1.72% |
| CSGP CoStar Group, Inc. | 1.70% |
| AXLL Axiall Corp | 1.55% |
| AIRM Air Methods Corp. | 1.50% |
| DRQ Dril-Quip, Inc. | 1.43% |
| CAR Avis Budget Group Inc | 1.42% |
| OAS Oasis Petroleum Inc | 1.42% |
| ATHN AthenaHealth, Inc. | 1.33% |
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