|
|
| 26.66 Net Asset Value | -1.48% 1 Day | +5.75% 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 | +3.82% | 3 years | +19.80% | |
| 3 months | +12.35% | 5 years | +32.13% | |
| 1 year | +47.06% | Since inception | +11.16% |
| LADQX | Category | |
|---|---|---|
| Performance 5-yr return | +32.13% | +22.16% |
| Expense ratio | 1.36% | 1.44% |
| Risk 5 year sharpe ratio | 1.59 | 1.38 |
| Net assets | $3.9B | $874.9M |
| Average market cap | $2.5B | $2.7B |
| Average P/E | 30.2 | 26.2 |
| Portfolio turnover | 245% | 245% |
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, III / 12 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 93.98% |
| International stock | 3.22% |
| Fixed income | 2.80% |
| Cash | 0.00% |
| Other | 0.00% |
| Healthcare | 15.78% |
| Industrial materials | 12.87% |
| Hardware | 10.98% |
| Consumer goods | 9.38% |
| Business service | 9.03% |
| LOCK LifeLock Inc | 1.58% |
| IPGP IPG Photonics Corporation | 1.56% |
| EVR Evercore Partners Inc | 1.51% |
| HAIN Hain Celestial Group, Inc. | 1.48% |
| AL Air Lease Corp Class A | 1.43% |
| MDSO Medidata Solutions, Inc. | 1.39% |
| GNRC Generac Holdings, Inc. | 1.39% |
| ETFC E*Trade Financial Corp | 1.38% |
| INCY Incyte Corp Ltd | 1.35% |
| FNGN Financial Engines, Inc. | 1.35% |
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