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Lord Abbett Developing Growth I (LADYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Developing Growth I (LADYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Developing Growth I Fund (LADYX) ManagerFund Manager - F. Thomas O’Halloran, III

Fund Manager Information

Fund Manager Tenure: 18.0 years
Similar Funds: LADBX  LADCX  LADFX  LADPX  LADQX  LADRX 
Fund Family: Lord Abbett
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

 

Graph of Lord Abbett Developing Growth I Fund (LADYX) ProfileLord Abbett Developing Growth I Fund (LADYX) Profile

Fund Profile and Description

Lord Abbett Developing Growth I Fund seeks long-term growth of capital. Lord Abbett Developing Growth I Fund primarily invests in the common stocks of companies with above-average, long-term growth potential. It normally invests at least 65% of assets in equity securities of small companies, which are defined as companies having market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2000 Index. The Fund may invest up to 10% of its net assets in foreign securities that are primarily traded outside the United States.

 

Lord Abbett Developing Growth I (LADYX) Fund Strength What we like about Lord Abbett Developing Growth I (LADYX) Fund

Data for Lord Abbett Developing Growth I Fund (LADYX) as of May 30, 2016

  • Lord Abbett Developing Growth I Fund (LADYX) management has been with Lord Abbett Developing Growth I Fund for 18.0 years
  • Lord Abbett Developing Growth I Fund (LADYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Developing Growth I Fund (LADYX) has a lower expense ratio than its Small Growth average: 0.73% vs 1.31%
  • Lord Abbett Developing Growth I Fund (LADYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Developing Growth I Fund (LADYX) Weakness What we are cautious about Lord Abbett Developing Growth I (LADYX) Fund

Data for Lord Abbett Developing Growth I Fund (LADYX) as of May 30, 2016

  • Lord Abbett Developing Growth I Fund (LADYX) has a less-than-ideal short-term performance (1-year return -23.12% vs -7.74% Small Growth category median performance)
  • Lord Abbett Developing Growth I Fund (LADYX) has a less-than-ideal mid-term performance (3-year return 4.06% vs 6.86% Small Growth category median performance)
  • Lord Abbett Developing Growth I Fund (LADYX) has a less-than-ideal Long-term performance (5-year return 5.90% vs 7.01% Small Growth category median performance)
  • Lord Abbett Developing Growth I Fund (LADYX) has a Morningstar rating of 3 and below
  • Lord Abbett Developing Growth I Fund (LADYX) is less safe compared to its Small Growth peers
  • Lord Abbett Developing Growth I Fund (LADYX) has an annual stock turnover rate of 185.77% that is higher than the Small Growth average of 63.11%. This could mean Lord Abbett Developing Growth I is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Developing Growth I Fund (LADYX) does not have a good risk adjusted return as its 3-year Alpha of -6.31 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.3
  • Lord Abbett Developing Growth I Fund (LADYX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.26 that is higher than category average of 15.82
See Lord Abbett Developing Growth I Fund (LADYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Developing Growth I Fund (LADYX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Developing Growth I-8.29-23.124.065.90
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Lord Abbett Developing Growth I Fund (LADYX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Lord Abbett Developing Growth I Fund (LADYX) Net Asset TrackingLord Abbett Developing Growth I (LADYX) Fund Net Asset

Track net asset change of Lord Abbett Developing Growth I fund (LADYX)

DateNet Asset
05/2016$2.54B
03/2016$2.59B
02/2016$2.46B
More historic net asset information on Lord Abbett Developing Growth I Fund (LADYX)

  

Graph of Lord Abbett Developing Growth I Fund (LADYX) Portfolio TrackingLord Abbett Developing Growth I (LADYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Developing Growth I fund (LADYX)

DateCashStockBondOther
03/20162.49%97.51%0%0%
12/20151.17%98.83%0%0%
09/20154.77%95.01%0%0.22%
Click here to see more historic asset allocation information on Lord Abbett Developing Growth I Fund (LADYX)

 

graph of Lord Abbett Developing Growth I Fund (LADYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Developing Growth I (LADYX) Fund

Discover what Lord Abbett Developing Growth I Fund (LADYX) manager is buying

Mar 30, 2016
Panera Bread Company [1.78%]
WebMD Health Corp [1.65%]
MarketAxess Holdings, Inc. [1.56%]
Pool Corporation [1.55%]
Align Technology, Inc. [1.44%]
IDEXX Laboratories, Inc. [1.43%]
Ellie Mae, Inc. Common Stock [1.39%]
Stamps.com Inc. [1.31%]
Prestige Brand Holdings, Inc. C [1.3%]
Cimpress N.V [1.29%]

Dec 30, 2015
The Ultimate Software Group, In [2.19%]
Wayfair Inc. Class A Common Sto [1.8%]
Imax Corporation Common Stock [1.61%]
MarketAxess Holdings, Inc. [1.59%]
SunPower Corporation [1.57%]
Paylocity Holding Corporation [1.49%]
EPAM Systems, Inc. Common Stock [1.48%]
Gogo Inc. [1.46%]
2U, Inc. [1.45%]
GoDaddy Inc. Class A Common Sto [1.43%]

Sep 29, 2015
Buffalo Wild Wings, Inc. [2.3%]
2U, Inc. [2.15%]
The Ultimate Software Group, In [2.06%]
MarketAxess Holdings, Inc. [1.77%]
Panera Bread Company [1.72%]
Restoration Hardware Holdings I [1.69%]
ZELTIQ Aesthetics, Inc. [1.6%]
Prestige Brand Holdings, Inc. C [1.55%]
Caseys General Stores, Inc. [1.53%]
ABIOMED, Inc. [1.5%]
Click here for Stock Holding Change Map in Lord Abbett Developing Growth I Fund (LADYX)

  

Latest News on Lord Abbett Developing Growth I (LADYX) Fund

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Lord Abbett Developing Growth I Fund (LADYX) Related ResourcesSee more information on Lord Abbett Developing Growth I (LADYX) Fund

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