Investment objective & strategy
As of March 26, 2026 · prospectusObjective. The Funds investment objective is capital appreciation.
Strategy. The Fund invests in equity securities of mid-sized companies that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. A mid-sized company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell Midcap Index. The portfolio management team seeks to invest in the stocks of companies with strong business models, management, and competitive positions that are targeting markets that appear most likely to benefit from increased innovation. The team believes these companies possess revenue and … The Fund invests in equity securities of mid-sized companies that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. A mid-sized company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell Midcap Index. The portfolio management team seeks to invest in the stocks of companies with strong business models, management, and competitive positions that are targeting markets that appear most likely to benefit from increased innovation. The team believes these companies possess revenue and earnings growth potential that can exceed market expectations. Equity securities in which the Fund may invest include common stocks, preferred stocks, equity interests in trusts (including real estate investment trusts (REITs) and privately offered trusts), partnerships, joint ventures, limited liability companies and vehicles with similar legal structures, other instruments convertible or exercisable into the foregoing, and other investments with similar economic characteristics. The Fund may invest up to 20% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts (ADRs), Global Depository Receipts (GDRs), and other similar depositary receipts. In addition to ADRs, the Fund generally defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. The Fund may engage in active and frequent trading of its portfolio securities. The Fund may sell a security when the Fund believes the security is less likely to benefit from the current market and economic environment, or shows signs of deteriorating fundamentals, among other reasons. The Fund may deviate from the investment strategy described above for temporary defensive purposes. The Fund may miss certain investment opportunities if defensive strategies are used and thus may not achieve its investment objective .
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| VERTIV HOLDINGS CO | — | $35.16M | 5.12% |
| COMFORT SYSTEMS USA INC | — | $30.33M | 4.41% |
| HOWMET AEROSPACE INC | — | $28.28M | 4.12% |
| FIXED INC CLEARING CORP.REPO | — | $20.98M | 3.05% |
| QUANTA SVCS INC | — | $18.12M | 2.64% |
| NATERA INC | — | $17.75M | 2.58% |
| MONOLITHIC POWER SYS INC | — | $16.10M | 2.34% |
| IDEXX LABS INC | — | $14.35M | 2.09% |
| CLOUDFLARE INC-A | — | $14.02M | 2.04% |
| NOVA LTD | — | $12.92M | 1.88% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Growth Opportunities Portfolio | 85% | 1.13% |
| Columbia Variable Portfolio - Select Mid Cap Growth Fund | 46% | 0.82% |
| Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 46% | 0.78% |
Advisers
| Firm | Role |
|---|---|
| Lord, Abbett & Co. LLC | Adviser |
Footnotes
- Expense ratio as of March 26, 2026, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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