Transcription of Lord Abbett Developing Growth Fund - Class R3
1 lord Abbett Developing Growth fund - Class R3 Release GrowthInvestment Objective & StrategyFrom the investment's prospectusThe investment seeks long-term Growth of capital through a diversified and actively managed portfolio consisting of Developing Growth companies, many of which are traded over the counter. The fund invests in equity securities of companies that the portfolio management team believes demonstrate above-average, long-term Growth potential. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs")
2 , and other similar depositary and RiskVolatilityas of 06-30-21 LowModerateHighInvestmentCategoryRisk Measures as of 06-30-21 Port AvgRel S&P 500 Rel Cat3 Yr Std Yr RisksCurrency, Emerging Markets, Foreign Securities, Loss ofMoney, Not FDIC Insured, Growth Investing, High PortfolioTurnover, Market/Market Volatility, Equity Securities, Industryand Sector Investing, Restricted/Illiquid Securities,Shareholder Activity, Management, Small Cap, Mid-CapImportant InformationMorningstar Investment Profiles must be accompaniedby Morningstar Disclosure and or their affiliates may pay compensation to Voya affiliates offering a fund . Such compensation may be paid outof distribution, service and/or 12b-1 fees that are deductedfrom the fund 's assets, and/or may be paid directly by thefund's affiliates.
3 Any fees deducted from fund assets arediscussed in the fund 's prospectus and disclosed in the fundfact sheet. Because these fees are paid on an on-going basis,over time these fees will increase the cost of your investmentand may cost you more than paying other types of salescharges. If offered through a retirement program, additionalfees and expenses may be charged under that program. NOTA DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THEINSTITUTION. MAY GO DOWN IN AnalysisComposition as of 05-31-21% Style Box as of 05-31-21% Mkt CapLargeMidSmallValue Blend 10 Holdings as of 05-31-21% AssetsLGI Homes Payments Inc Class Instruments Automation Alliance PLC Medical Equity Sectors as of 05-31-21% Fundh Basic Consumer Financial Real Communication Consumer Prosp Exp of fund assetsNet Prosp Exp of fund assetsManagement Fee(s) Inception Date09-28-07 Total fund Assets ($mil)5, Turnover Ratio % Family NameLord AbbettWaiver DataTypeExp.
4 Date%..Portfolio Manager(s)F. O Halloran, CFA. Since DeCicco, CFA. Since , Abbett & Co 2021 Morningstar, Inc., Morningstar Investment Profiles 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2)may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising fromany use of information. Past performance is no guarantee of future performance. Visit our investment website at (07/21)CN1028811_1221