25.11 Net Asset Value | -0.52% 1 Day | +12.40% Year-to-Date | Overall Morningstar Rating |
Small growth Style or Category | No Load Sales Expenses | 1.31% Expense Ratio | Above Average Morningstar Risk Rating™ |
1 month | +1.86% | 3 years | +5.86% | |
3 months | +10.36% | 5 years | +14.17% | |
1 year | +39.37% | Since inception | +8.31% |
LADQX | Category | |
---|---|---|
Performance 5-yr return | +14.17% | +11.88% |
Expense ratio | 1.31% | 1.27% |
Risk 5 year sharpe ratio | 0.76 | 0.87 |
Net assets | $1.8B | $1.1B |
Average market cap | $3.6B | $3.4B |
Average P/E | 26.5 | 26.7 |
Portfolio turnover | 134% | 134% |
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Fund family | Lord Abbett |
Fund manager & tenure | F. O’Halloran / 16 Years |
Minimal initial investment | $0.00 |
Minimum IRA investment | -- |
U.S. stock | 95.87% |
International stock | 4.13% |
Fixed income | 0.00% |
Cash | 0.00% |
Other | 0.00% |
Healthcare | 15.78% |
Industrial materials | 12.87% |
Hardware | 10.98% |
Consumer goods | 9.38% |
Business service | 9.03% |
PLNT Planet Fitness Inc | 2.76% |
TWOU 2U Inc | 2.68% |
GRUB GrubHub Inc | 2.60% |
HUBS HubSpot Inc | 2.34% |
PODD Insulet Corp | 2.33% |
BPMC Blueprint Medicines Corp | 2.00% |
PEN Penumbra Inc | 1.88% |
SAGE SAGE Therapeutics Inc | 1.88% |
CHGG Chegg Inc | 1.79% |
MTZ MasTec Inc | 1.79% |