Lord Abbett Developing Growth C (LADCX)

Fund Assets	2.07B
Expense Ratio	1.69%
Min. Investment	$1,000
Turnover	112.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	11.13
YTD Return	14.59%
1-Year Return	14.82%
5-Year Return	-9.00%
52-Week Low	7.43
52-Week High	11.95
Beta (5Y)	n/a
Holdings	82
Inception Date	Aug 1, 1996

About LADCX

The Lord Abbett Developing Growth Fund Class C is a mutual fund designed to pursue long-term capital growth by investing mainly in the equity securities of small-sized U.S. companies. With a focus on firms identified by the portfolio management team as having above-average long-term growth potential, the fund employs an active management approach to build a diversified portfolio across various sectors. As of April 2025, the fund held approximately 81 stocks, with its top holdings spanning consumer cyclical, industrials, technology, healthcare, and consumer defensive industries. The fund maintains a relatively high portfolio turnover, reflecting its dynamic investment strategy. Launched in 1996, the Lord Abbett Developing Growth Fund Class C appeals to investors seeking exposure to the small-cap growth segment, which can offer significant opportunities for capital appreciation. The fund is managed by an experienced investment team and requires a minimum initial investment of $1,000. It distributes dividends annually and maintains a gross expense ratio of 1.69%. Its role in the market is to provide access to the growth potential of emerging U.S. companies, balancing diversification and disciplined management for shareholders interested in the small-cap growth arena.

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

Performance

LADCX had a total return of 14.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.37%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	1.07%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	1.05%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.58%
FCCGX	Fidelity	Fidelity Small Cap Growth Fund	2.08%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LADVX	Class R6	0.59%
LOGWX	Class F3	0.59%
LADTX	Class R5	0.69%
LADYX	Class I	0.69%

Top 10 Holdings

24.85% of assets

Name	Symbol	Weight
Credo Technology Group Holding Ltd	CRDO	3.76%
Comfort Systems USA, Inc.	FIX	3.51%
Guardant Health, Inc.	GH	3.17%
Insmed Incorporated	INSM	2.32%
Mirion Technologies, Inc.	MIR	2.11%
Kratos Defense & Security Solutions, Inc.	KTOS	2.07%
Modine Manufacturing Company	MOD	2.06%
Carpenter Technology Corporation	CRS	2.03%
Argan, Inc.	AGX	1.95%
BridgeBio Pharma, Inc.	BBIO	1.87%