LMGAX

Active

Lord Abbett Growth Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.96%
Annual Cost per $10K
$96.00
30-Year Fee Drag per $10K
$18,034
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+33.76%

Asset Allocation

US Equity
86%
Intl Equity
11%
Cash
3%

Fee Comparison

LMGAX
0.96%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

9% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+54.44%3Y
Compare to

Fee Impact Calculator

$
%
LMGAX at 0.96%$290,443
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$90,169
Cost vs index fund−$86,981

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
LMGAXLord Abbett Growth Opportunities Fund0.96%
AFMFXAmerican Mutual Fund0.57%
FCNKXFidelity Contrafund0.56%
AICCXInvestment Co of America0.32%
MEIAXMFS Value Fund0.79%
AMCFXAMCAP Fund0.43%
PEIYXPutnam Large Cap Value Fund0.63%
PMBJXMidCap Fund0.80%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FOCKXFidelity OTC Portfolio1.05%
CDIRXColumbia Dividend Income Fund1.15%
MCPRXMFS Mid Cap Growth Fund1.02%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FMAEXFidelity Magellan Fund0.62%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FFOJXSelect Technology Portfolio0.91%
CGPAXAmerican Funds Growth Portfolio0.99%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
DDFIXInvesco Diversified Dividend Fund1.07%
FZANXFidelity Advisor New Insights Fund0.53%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FLCNXFidelity Contrafund K60.45%
FRISXFranklin Rising Dividends Fund0.52%
FDYZXFranklin Dynatech Fund0.57%
TRZQXT. Rowe Price Equity Income Fund0.53%
MVCKXMFS Mid Cap Value Fund0.62%
VAFAXInvesco American Franchise Fund0.93%
JLVMXJPMorgan Large Cap Value Fund0.93%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
FIFRXFranklin Growth Fund0.46%
QVG2QVIP Growth Portfolio0.66%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
WFPRXAllspring Special Mid Cap Value Fund0.70%
XFBRXVIP Mid Cap Portfolio0.82%
ACCLXMid Cap Value Fund0.62%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
ACGIXInvesco Growth and Income Fund0.78%
FCPVXFidelity Small Cap Value Fund1.20%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
ACSCXSmall Cap Value Fund0.73%
POGRXPRIMECAP Odyssey Growth Fund0.66%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
FZAFXFidelity Advisor Equity Growth Fund0.55%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
POLRXPolen Growth Fund1.22%
FDGFXFidelity Dividend Growth Fund1.16%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
BGRUXBARON GROWTH FUND1.09%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
PNOBXPutnam Sustainable Leaders Fund0.88%
FDSVXFidelity Growth Discovery Fund0.62%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
FHZTXFidelity Large Cap Stock Fund1.02%
FCAKXFidelity Capital Appreciation Fund0.66%
LCSSXClearBridge Select Fund0.98%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
ARKKARK Innovation ETF0.75%
ACFLXFocused Large Cap Value Fund1.09%
MRERXMFS Core Equity Fund0.88%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
SGRAXAllspring Growth Fund1.15%
PARWXParnassus Value Equity Fund0.88%
DAGVXBNY Mellon Dynamic Value Fund0.93%
FADTXFidelity Advisor Technology Fund0.55%
FMILXFidelity New Millennium Fund0.76%
FFDKXFidelity Fund0.42%
ICEQXMacquarie Core Equity Fund0.74%
WGROXWasatch Core Growth Fund1.17%
MFRKXMFS Research Fund0.46%
NICSXNicholas Fund, Inc.0.70%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
FDSSXFidelity Stock Selector Fund0.49%
CCASXCONESTOGA SMALL CAP FUND1.10%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
AMAGXAmana Growth Fund0.61%
ARGFXAriel Fund1.00%
ACRSXColumbia Acorn Fund0.82%
FGSLXFidelity Growth Strategies Fund0.61%
ABSZXAB Discovery Value Fund0.81%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
ANODXSmall Cap Growth Fund0.79%
HIACXHARTFORD CAPITAL APPRECIATION HLS FUND0.67%
POSKXPRIMECAP Odyssey Stock Fund0.67%
LAMHXLord Abbett Dividend Growth Fund0.59%
VLIFXVALUE LINE MID CAP FOCUSED FUND, INC.1.07%
LCBEXClearBridge Dividend Strategy Fund0.66%
LADCXLORD ABBETT DEVELOPING GROWTH FUND INC0.94%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
MITHXMassachusetts Investors Trust0.70%
JLCNXFundamental Large Cap Core Fund0.65%
AASRXAmerican Beacon Small Cap Value Fund0.77%
USCAXVictory Small Cap Stock Fund1.01%
MEFAXMassMutual Mid Cap Growth Fund1.11%
MGRPXGROWTH PORTFOLIO0.52%
FIDFXFidelity Mid Cap Value Fund0.75%
FHCLXSelect Health Care Portfolio
FCAGXFidelity Small Cap Growth Fund0.92%
FLCKXFidelity Leveraged Company Stock Fund0.61%

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