Lord Abbett Trust I - Mid Cap Innovation Growth Fund (LGIUX)
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Lord Abbett Trust I - Mid Cap Innovation Growth Fund
JERSEY CITY NJ 7302
90 HUDSON STREET
Lord Abbett Equity Trust
201-827-2000
Management Information
F. Thomas O’Halloran,Lead Manager since December 11, 2020
F. Thomas O’Halloran, J.D., CFA, Partner & Director
Mr. O'Halloran is the lead portfolio manager of the small cap growth, micro cap growth, and growth equity strategies. Mr. O'Halloran joined Lord Abbett in 2001 as a research analyst for the small cap growth equity strategy and was named Partner in 2003. His prior experience includes Executive Director/Senior Research Analyst at Dillon, Read & Co. and as a trial attorney. Mr. O'Halloran received an AB from Bowdoin College, a JD from Boston College, and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Growth
Fund FamilyLord Abbett
Net Assets7.79M
YTD Return-36.24%
Yield0.00%
Morningstar RatingN/A1
Inception DateDec 28, 2020
Fund Operations
Last DividendN/A
Last Cap Gain-25.00
Holdings Turnover142.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLGIUXCategory Average
Annual Report Expense Ratio (net)1.81%1.09%
Prospectus Net Expense Ratio1.81%N/A
Prospectus Gross Expense Ratio3.46%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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