Lord Abbett Developing Growth C (LADCX)
| Fund Assets | 2.45B |
| 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 | 15.08 |
| YTD Return | 34.51% |
| 1-Year Return | 56.72% |
| 5-Year Return | 18.35% |
| 52-Week Low | 9.59 |
| 52-Week High | 15.57 |
| Beta (5Y) | n/a |
| Holdings | 91 |
| 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.
Performance
LADCX had a total return of 56.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.35%.
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 Fund - Class I | 0.92% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 0.88% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.42% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 1.92% |
Top 10 Holdings
25.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Comfort Systems USA, Inc. | FIX | 3.61% |
| Bloom Energy Corporation | BE | 3.25% |
| Sterling Infrastructure, Inc. | STRL | 2.79% |
| SiTime Corporation | SITM | 2.54% |
| Guardant Health, Inc. | GH | 2.36% |
| MACOM Technology Solutions Holdings, Inc. | MTSI | 2.34% |
| Fabrinet | FN | 2.24% |
| Carpenter Technology Corporation | CRS | 2.10% |
| Nova Ltd. | NVMI | 2.00% |
| Madrigal Pharmaceuticals, Inc. | MDGL | 1.92% |