Lord Abbett Developing Growth Fund Class C (LADCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.68
-0.06 (-0.62%)
Jul 15, 2025, 4:00 PM EDT
-1.12%
Fund Assets1.84B
Expense Ratio1.69%
Min. Investment$1,000
Turnover122.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close9.74
YTD Return-3.30%
1-Year Return-1.12%
5-Year Return10.83%
52-Week Low7.43
52-Week High10.98
Beta (5Y)n/a
Holdings84
Inception DateAug 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
Stock Exchange NASDAQ
Ticker Symbol LADCX
Share Class Class C
Index Russell 2000 Growth TR

Performance

LADCX had a total return of -1.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.95%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index Fund0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth Fund - Class I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth Fund - Class M1.58%
FCCGXFidelityFidelity Advisor Small Cap Growth Fund - Class C2.08%

Other Share Classes

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

SymbolShare ClassExpense Ratio
LOGWXClass F30.59%
LADVXClass R60.59%
LADTXClass R50.69%
LADYXClass I0.69%

Top 10 Holdings

22.10% of assets
NameSymbolWeight
CyberArk Software Ltd.CYBR3.03%
Stride, Inc.LRN2.38%
Fixed Income Clearing Corp - FIXED INC CLEARING CORP.REPOn/a2.37%
Guidewire Software, Inc.GWRE2.32%
Universal Technical Institute, Inc.UTI2.20%
Verona Pharma plcVRNA1.99%
Ollie's Bargain Outlet Holdings, Inc.OLLI1.99%
Waystar Holding Corp.WAY1.95%
Life Time Group Holdings, Inc.LTH1.95%
Loar Holdings Inc.LOAR1.94%
View More Holdings