Lord Abbett Developing Growth Fund Class R4 (LADSX)
| Fund Assets | 2.01B |
| Expense Ratio | 0.94% |
| 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 | 25.49 |
| YTD Return | 1.13% |
| 1-Year Return | 40.51% |
| 5-Year Return | -6.39% |
| 52-Week Low | 16.68 |
| 52-Week High | 28.13 |
| Beta (5Y) | n/a |
| Holdings | 84 |
| Inception Date | Jun 30, 2015 |
About LADSX
Lord Abbett Developing Growth Fund, Inc. Class R4 is a mutual fund primarily focused on achieving long-term capital appreciation by investing in the equity securities of small-cap U.S. companies. Managed with an active investment strategy, the fund seeks out businesses the portfolio managers believe demonstrate above-average, long-term growth potential and are positioned within dynamic sectors such as technology, healthcare, industrials, and consumer cyclical industries. With total net assets of approximately $1.88 billion as of March 2025, the portfolio is composed of around 86 holdings, with the top ten accounting for nearly a quarter of total assets. The fund is particularly relevant for retirement accounts, offering a medium share class suitable for workplace retirement plans. It maintains an annual dividend distribution and features a competitive net expense ratio of 0.94%. Lord Abbett Developing Growth Fund, Inc. Class R4 plays a significant role within the small-cap growth equity category, serving investors seeking exposure to innovative and emerging U.S. companies with potential for long-term growth.
Performance
LADSX had a total return of 40.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.17%.
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 | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Top 10 Holdings
24.24% of assets| Name | Symbol | Weight |
|---|---|---|
| Guardant Health, Inc. | GH | 3.78% |
| Comfort Systems USA, Inc. | FIX | 3.15% |
| Credo Technology Group Holding Ltd | CRDO | 2.36% |
| Karman Holdings Inc. | KRMN | 2.33% |
| Nova Ltd. | NVMI | 2.32% |
| BridgeBio Pharma, Inc. | BBIO | 2.17% |
| Carpenter Technology Corporation | CRS | 2.12% |
| Madrigal Pharmaceuticals, Inc. | MDGL | 2.03% |
| Modine Manufacturing Company | MOD | 2.00% |
| Rambus Inc. | RMBS | 1.97% |