| 25.17 Net Asset Value | -0.67% 1 Day | +24.54% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 0.87% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +2.40% | 3 years | +19.61% | |
| 3 months | +11.03% | 5 years | +10.35% | |
| 1 year | +27.63% | Since inception | +6.95% |
| LADFX | Category | |
|---|---|---|
| Performance 5-yr return | +10.35% | +8.20% |
| Expense ratio | 0.87% | 1.47% |
| Risk 5 year sharpe ratio | 0.50 | 0.39 |
| Net assets | $2.8B | $715.5M |
| Average market cap | $2.1B | $2.2B |
| Average P/E | 27.5 | 22.5 |
| 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 | $0.00 |
| Minimum IRA investment | -- |
| 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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