About LADYX
The Lord Abbett Developing Growth Fund Class I is an actively managed mutual fund with a focus on long-term capital growth by investing primarily in the equities of small U.S. companies. Managed by Lord Abbett, this institutional share class is tailored for investors seeking exposure to the small-cap growth segment of the market, requiring a typical minimum investment of $1 million unless certain exceptions apply. The fund seeks companies with above-average, long-term growth potential, employing a diversified strategy with approximately 85 holdings across various industries, including technology, healthcare, consumer, and services sectors. As of May 2025, the fund had total net assets of $1.84 billion and maintained an annual gross and net expense ratio of 0.69%. Notable portfolio positions include CyberArk Software Ltd, Stride Inc, Guidewire Software Inc, and various other firms representing dynamic growth stories in the small-cap universe. The fund distributes dividends annually and is designed for institutional investors, retirement plans, and registered investment advisers seeking to add small-cap growth exposure to diversified portfolios.
Fund Family Lord Abbett
Category Small Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LADYX
Share Class Class I
Index Russell 2000 Growth TR
LADYX had a total return of 9.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.15%.
