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Morningstar

Lord Abbett Developing Growth R5 LADTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 25.78  /  +0.39 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 128%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LADTX

Will LADTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LADTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LADTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LADTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A wild—but effective—ride.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Developing Growth’s performance extremes can test investors’ mettle, but it has delivered for small-growth investors who can stay focused on long-term results.

by Drew Carter
Rated on Published on

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Portfolio Holdings LADTX

More LADTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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