Lord Abbett Developing Growth Fund Class C (LADCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.45
+0.14 (1.50%)
Sep 12, 2024, 4:00 PM EDT
21.47%
Fund Assets 2.49B
Expense Ratio 1.67%
Min. Investment $1,000
Turnover 128.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 9.31
YTD Return 12.58%
1-Year Return 18.75%
5-Year Return 28.95%
52-Week Low 6.69
52-Week High 9.79
Beta (5Y) n/a
Holdings 79
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 18.75% in the past year. Since the fund's inception, the average annual return has been 8.05%, 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%
FIDGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class Z 0.93%
FCAGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class A 1.32%
FCPGX Fidelity Fidelity Small Cap Growth Fund 1.05%
FCCGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class C 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 0.58%
LOGWX Class F3 0.58%
LADTX Class R5 0.67%
LADYX Class I 0.67%

Top 10 Holdings

23.66% of assets
Name Symbol Weight
CAVA Group, Inc. CAVA 2.76%
Camtek Ltd. CAMT 2.63%
Wingstop Inc. WING 2.62%
Onto Innovation Inc. ONTO 2.46%
RxSight, Inc. RXST 2.37%
AeroVironment, Inc. AVAV 2.34%
Freshpet, Inc. FRPT 2.20%
CyberArk Software Ltd. CYBR 2.14%
Comfort Systems USA, Inc. FIX 2.09%
Natera, Inc. NTRA 2.04%
View More Holdings