Lord Abbett Developing Growth Fund Class R4 (LADSX)
| Fund Assets | 2.22B |
| 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 | 31.12 |
| YTD Return | 20.34% |
| 1-Year Return | 50.68% |
| 5-Year Return | 18.81% |
| 52-Week Low | 19.98 |
| 52-Week High | 33.22 |
| Beta (5Y) | n/a |
| Holdings | 96 |
| 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 50.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.90%.
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
23.69% of assets| Name | Symbol | Weight |
|---|---|---|
| Comfort Systems USA, Inc. | FIX | 3.14% |
| Guardant Health, Inc. | GH | 3.11% |
| Carpenter Technology Corporation | CRS | 2.66% |
| MACOM Technology Solutions Holdings, Inc. | MTSI | 2.30% |
| Nova Ltd. | NVMI | 2.23% |
| Modine Manufacturing Company | MOD | 2.20% |
| Sterling Infrastructure, Inc. | STRL | 2.05% |
| SiTime Corporation | SITM | 2.01% |
| Fabrinet | FN | 2.00% |
| Bloom Energy Corporation | BE | 2.00% |