|
|
| 23.74 Net Asset Value | +0.04% 1 Day | +21.06% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.36% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -1.75% | 3 years | +16.65% | |
| 3 months | +2.13% | 5 years | +27.61% | |
| 1 year | +48.63% | Since inception | +9.94% |
| LADQX | Category | |
|---|---|---|
| Performance 5-yr return | +27.61% | +13.14% |
| Expense ratio | 1.36% | 1.46% |
| Risk 5 year sharpe ratio | 1.38 | 1.14 |
| Net assets | $3.6B | $855.4M |
| Average market cap | $2.6B | $2.7B |
| Average P/E | 32.7 | 25.7 |
| Portfolio turnover | 202% | 202% |
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 | -- |
| U.S. stock | 89.87% |
| International stock | 6.76% |
| Cash | 2.30% |
| Fixed income | 1.08% |
| Other | 0.00% |
| Healthcare | 15.78% |
| Industrial materials | 12.87% |
| Hardware | 10.98% |
| Consumer goods | 9.38% |
| Business service | 9.03% |
| ALGN Align Technology, Inc. | 1.55% |
| CSGP CoStar Group, Inc. | 1.55% |
| LOCK LifeLock Inc | 1.49% |
| ISIS Isis Pharmaceuticals | 1.45% |
| FNGN Financial Engines, Inc. | 1.43% |
| ASGN On Assignment, Inc. | 1.41% |
| GTLS Chart Industries, Inc. | 1.36% |
| YELP Yelp Inc Class A | 1.35% |
| EPAM EPAM Systems Inc | 1.33% |
| UNFI United Natural Foods, Inc. | 1.33% |
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