Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund A USDRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 68.3 | 8.5 | -31.6 | 24.2 | 26.8 | |
+/-Cat | 37.1 | -13.4 | -10.1 | -2.5 | 9.9 | |
+/-B’mrk | 36.4 | -18.8 | -8.3 | -7.8 | 3.7 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 21/11/2024 | USD 38.45 | |
Day Change | 1.35% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00BYZRLD33 | |
Fund Size (Mil) 21/11/2024 | USD 193.22 | |
Share Class Size (Mil) 21/11/2024 | USD 137.19 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 07/06/2024 | 1.80% |
Morningstar Research |
Analyst Report | 01/05/2024 Drew Carter, Analyst Morningstar, Inc |
The Lord Abbett Growth Equity strategy offers experienced leaders and a stabilizing analyst team, but its aggressive, momentum-driven approach limits its potential to outperform on a risk-adjusted basis. It continues to earn Morningstar Analyst... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund A USD |
The investment objective of the Fund is to seek capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Matthew DeCicco 02/03/2016 | ||
Vernon Bice 02/03/2016 | ||
Click here to see others | ||
Inception Date 02/03/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund A USD | 31/10/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.27 |
Microsoft Corp | Technology | 6.09 |
Amazon.com Inc | Consumer Cyclical | 4.19 |
Alphabet Inc Class A | Communication Services | 4.18 |
Meta Platforms Inc Class A | Communication Services | 3.75 |
Increase Decrease New since last portfolio | ||
Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund A USD |