Lord Abbett Developing Growth Fund Class C (LADCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.02
+0.14 (1.42%)
Oct 28, 2024, 9:30 AM EDT
49.78%
Fund Assets 2.52B
Expense Ratio 1.67%
Min. Investment $1,000
Turnover 122.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 9.88
YTD Return 21.16%
1-Year Return 49.78%
5-Year Return 44.78%
52-Week Low 6.69
52-Week High 10.23
Beta (5Y) n/a
Holdings 81
Inception Date Aug 1, 1996

About LADCX

The fund invests in equity securities of companies that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"), and other similar depositary receipts.

Fund Family Lord Abbett
Category Small Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LADCX
Index Russell 2000 Growth TR

Performance

LADCX had a total return of 49.78% in the past year. Since the fund's inception, the average annual return has been 8.29%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FOCSX Fidelity Fidelity Small Cap Growth K6 Fund 0.60%
FCIGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class I 1.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
LADVX Class R6 0.58%
LOGWX Class F3 0.58%
LADYX Class I 0.67%
LADTX Class R5 0.67%

Top 10 Holdings

20.33% of assets
Name Symbol Weight
Glaukos Corporation GKOS 2.23%
TransMedics Group, Inc. TMDX 2.21%
CyberArk Software Ltd. CYBR 2.18%
CAVA Group, Inc. CAVA 2.11%
Piper Sandler Companies PIPR 2.04%
Varonis Systems, Inc. VRNS 1.97%
Agilysys, Inc. AGYS 1.94%
Zeta Global Holdings Corp. ZETA 1.93%
Crane Company CR 1.89%
AppFolio, Inc. APPF 1.83%
View More Holdings