Lord Abbett Growth Opportunities Fund

Shareclass
Lord Abbett Growth Opportunities A (LMGAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lord Abbett Growth Opportunities Fund

FUND COVERAGE
# of holdings68
% of assets100%
Score
39 / 100
Rank

24.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #824 out of 1,085

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

20 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 1.89%
         $USD invested: $12.26M
  • 2. Trane Technologies PLC Class A
         % of fund invested: 0.7%
         $USD invested: $4.52M
  • 3. Alnylam Pharmaceuticals Inc
         % of fund invested: 0.52%
         $USD invested: $3.4M
  • 4. Doximity Inc Class A
         % of fund invested: 0.91%
         $USD invested: $5.92M
  • 5. Raymond James Financial Inc
         % of fund invested: 0.97%
         $USD invested: $6.27M
  • 6. Nasdaq Inc
         % of fund invested: 0.74%
         $USD invested: $4.79M
  • 7. Cloudflare Inc
         % of fund invested: 3.44%
         $USD invested: $22.3M
  • 8. Planet Fitness Inc Class A
         % of fund invested: 0.95%
         $USD invested: $6.19M
  • 9. DoorDash Inc Ordinary Shares - Class A
         % of fund invested: 1.97%
         $USD invested: $12.8M
  • 10. Toast Inc Class A
         % of fund invested: 2.03%
         $USD invested: $13.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 1.19%
         $USD invested: $7.72M
  • 2. Astera Labs Inc
         % of fund invested: 4.04%
         $USD invested: $26.22M
  • 3. FTAI Aviation Ltd
         % of fund invested: 1.07%
         $USD invested: $6.93M
  • 4. RBC Bearings Inc
         % of fund invested: 0.94%
         $USD invested: $6.12M
  • 5. Carvana Co Class A
         % of fund invested: 3.46%
         $USD invested: $22.48M
  • 6. Chewy Inc
         % of fund invested: 1.14%
         $USD invested: $7.39M
  • 7. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.58%
         $USD invested: $3.78M
  • 8. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.36%
         $USD invested: $8.81M
  • 9. Celsius Holdings Inc
         % of fund invested: 0.88%
         $USD invested: $5.73M
  • 10. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 2.46%
         $USD invested: $15.99M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Lord Abbett Growth Opportunities Fund

Totals

Holdings
Assets
Weight
Prisons
1
$22.05M
3.4%
     Prisons high risk
1
$22.05M
3.4%
     Private prisons
0
$0
0%
Borders
2
$38.04M
5.86%
     Borders high risk
2
$38.04M
5.86%
Total
2
$38.04M
5.86%
Full fund results

Holdings — 2 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$22.05M
3.4%
Prisons
Borders :
$22.05M
3.4%
2.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$15.99M
2.46%
Borders :
$15.99M
2.46%
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