Morningstar

Lord Abbett Growth Leaders Fund Class F3 LGLOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lord Abbett Investment Hub

Morningstar’s Analysis LGLOX

Will LGLOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGLOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGLOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGLOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This aggressive-growth process delivers wide swings and mixed results.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Growth Equity’s aggressive, momentum-driven approach can leave investors exposed when market leadership shifts. The strategy—available through a US mutual fund and separate account, as well as an Ireland-domiciled vehicle—leans heavily on fast-growing companies and technical signals, resulting in pronounced performance swings and an uneven long-term record relative to its benchmark.

by Drew Carter
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