| 18.99 Net Asset Value | +1.39% 1 Day | +31.87% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.84% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +12.17% | 3 years | +17.46% | |
| 3 months | +17.80% | 5 years | +10.87% | |
| 1 year | +33.06% | Since inception | +8.13% |
| LMIYX | Category | |
|---|---|---|
| Performance 5-yr return | +10.87% | +8.20% |
| Expense ratio | 1.84% | 1.48% |
| Risk 5 year sharpe ratio | 0.49 | 0.39 |
| Net assets | $106.9M | $699.1M |
| Average market cap | $686.3M | $2.1B |
| Average P/E | 26.3 | 22.9 |
| Portfolio turnover | 120% | 120% |
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 | Anthony Hipple / 6 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 22.76% |
| Hardware | 20.42% |
| Business service | 11.36% |
| Industrial materials | 8.72% |
| Telecommunication | 7.47% |
| CLDX Celldex Therapeutics, Inc. | 2.15% |
| AEGR Aegerion Pharmaceuticals, Inc. | 2.00% |
| DXCM DexCom, Inc. | 1.92% |
| SODA SodaStream International Ltd. | 1.90% |
| SRPT Sarepta Therapeutics Inc | 1.87% |
| PJC Piper Jaffray Cos | 1.81% |
| VASC Vascular Solutions, Inc. | 1.79% |
| IMPV Imperva Inc | 1.71% |
| PFMT Performant Financial Corp | 1.71% |
| TREX Trex Company, Inc. | 1.65% |
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