Developing Growth Fund

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LADVX

Developing Growth Fund

LADVX

Daily price w/o sales charge as of 07/01/2022

$22.55

$0.11

YTD Returns w/o sales charge as of 07/01/2022

-35.90%

Please click here for performance current to the most recent quarter-end and month-end.

The Developing Growth Fund will close to new investors as of March 5, 2021.

Click here to view all legal text including risk information

Summary

What is the Developing Growth Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of small U.S. companies.

Fund Basicsas of 05/31/2022

Total Net Assets: $2.80 B
Inception Date: 06/30/2015
Dividend Frequency: Annually
Fund Expense Ratio: 0.59%
Number of Holdings: 92

Fund Expense Ratio :

0.59%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-36.21%	-40.52%	0.95%	11.69%	11.28%	-
Lipper Category Avg. Small-Cap Growth Funds	-	-	-	-	-	-
Russell 2000® Growth Index	-29.45%	-33.43%	1.40%	4.80%	9.30%	-

Performance data for the Lipper Category Average and for the Index is shown as soon as it becomes available.

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-36.21%	-40.52%	0.95%	11.69%	11.28%	-
Lipper Category Avg. Small-Cap Growth Funds	-	-	-	-	-	-
Russell 2000® Growth Index	-29.45%	-33.43%	1.40%	4.80%	9.30%	-

Performance data for the Lipper Category Average and for the Index is shown as soon as it becomes available.

Fund Expense Ratio :

0.59%

The performance quoted represents past performance, which is no indication of future results. Current performance may be higher or lower than the performance data quoted. Returns shown include the reinvestment of all distributions. Returns shown at net asset value do not reflect the current maximum sales charge, had the sales charge been included, returns would have been lower. The investment return and principal value of an investment will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than the original cost. Therefore, there can be no assurance for future results.

TEN LARGEST HOLDINGS as of 05/31/2022View Portfolio

Holding	Assets
Intra-Cellular Therapies Inc	2.7%
Lantheus Holdings Inc	2.5%
iRhythm Technologies Inc	2.3%
Livent Corp	1.9%
Semtech Corp	1.9%
Planet Fitness Inc	1.8%
Cytokinetics Inc	1.7%
Endava PLC	1.7%
Inspire Medical Systems Inc	1.7%
Simply Good Foods Co/The	1.7%

Aggregate holdings are updated monthly, 30 days after month end. Aggregate holdings are presented to illustrate examples of the securities that the Fund has bought and the diversity of the areas in which the Fund may invest, and may not be representative of the Fund's current or future investments. The figures presented are as of the date shown and may change at any time.

Sector Allocationas of 05/31/2022View Portfolio

Sector	Weighting

Sector	Weighting
Communication Services
Real Estate
Utilities
Not Classified
Consumer Discretionary
Consumer Staples
Energy
Financials
Health Care
Industrials
Information Technology
Materials

INVESTMENT TEAM

F. Thomas O'Halloran, CFA, J.D.

Partner & Portfolio Manager

35 Years of Industry Experience

Matthew R. DeCicco, CFA

Partner & Director of Equities

21 Years of Industry Experience

Vernon Bice, CMT

Portfolio Manager

21 Years of Industry Experience

Benjamin Ebel

Portfolio Manager

30 Years of Industry Experience

Supported By 8 Investment Professionals with 18 Years Avg. Industry Experience

Your Representative

To contact your representative, enter your zip code and select your channel below.

Performance

Fund Expense Ratio :

0.59%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-36.21%	-40.52%	0.95%	11.69%	11.28%	-
Lipper Category Avg. Small-Cap Growth Funds	-	-	-	-	-	-
Russell 2000® Growth Index	-29.45%	-33.43%	1.40%	4.80%	9.30%	-

Performance data for the Lipper Category Average and for the Index is shown as soon as it becomes available.

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-36.21%	-40.52%	0.95%	11.69%	11.28%	-
Lipper Category Avg. Small-Cap Growth Funds	-	-	-	-	-	-
Russell 2000® Growth Index	-29.45%	-33.43%	1.40%	4.80%	9.30%	-

Performance data for the Lipper Category Average and for the Index is shown as soon as it becomes available.

Fund Expense Ratio :

0.59%

Year	Fund Returns	Russell 2000® Growth Index

2021	-2.32%	2.83%
2020	73.11%	34.63%
2019	32.40%	28.48%
2018	5.42%	-9.31%
2017	30.39%	22.17%
2016	-2.33%	11.32%
2015	-8.49%	-1.38%
2014	3.70%	5.60%
2013	57.99%	43.30%
2012	10.88%	14.59%
2011	-1.16%	-
2010	37.21%	-
2009	47.74%	-
2008	-47.24%	-
2007	36.48%	-
2006	13.02%	-
2005	12.47%	-
2004	6.54%	-

Year	Q1	Q2	Q3	Q4	Yearly Returns

2022	-19.19%	-21.07%	-	-	-35.90%
2021	1.73%	2.98%	-3.59%	-3.27%	-2.32%
2020	-16.85%	40.72%	16.00%	27.54%	73.11%
2019	27.13%	9.20%	-11.28%	7.50%	32.40%
2018	7.25%	15.05%	12.26%	-23.89%	5.42%
2017	8.48%	4.13%	7.16%	7.73%	30.39%
2016	-10.23%	2.33%	10.98%	-4.20%	-2.33%
2015	7.22%	2.73%	-15.60%	-1.57%	-8.49%
2014	1.80%	0.28%	-5.68%	7.70%	3.70%
2013	13.64%	10.16%	18.92%	6.12%	57.99%
2012	12.28%	-2.56%	5.70%	-4.12%	10.88%
2011	10.36%	1.64%	-20.75%	11.20%	-1.16%
2010	8.29%	-7.81%	16.65%	17.83%	37.21%
2009	-2.02%	24.54%	14.28%	5.95%	47.74%
2008	-21.72%	6.73%	-11.66%	-28.51%	-47.24%
2007	4.79%	13.71%	10.00%	4.13%	36.48%
2006	16.11%	-6.10%	-6.71%	11.12%	13.02%
2005	-5.73%	5.89%	9.75%	2.66%	12.47%
2004	-	-	-	11.67%	6.54%

Performance is shown for each quarter and each calendar year. Past performance is no guarantee of future results.

NAV Historical Prices

Date	Net Asset Value

Portfolio

Holding	Sector	Assets

Intra-Cellular Therapies Inc	Health Care	2.7%
Lantheus Holdings Inc	Health Care	2.5%
iRhythm Technologies Inc	Health Care	2.3%
Livent Corp	Materials	1.9%
Semtech Corp	Information Technology	1.9%
Planet Fitness Inc	Consumer Discretionary	1.8%
Cytokinetics Inc	Health Care	1.7%
Endava PLC	Information Technology	1.7%
Inspire Medical Systems Inc	Health Care	1.7%
Simply Good Foods Co/The	Consumer Staples	1.7%

Holding	Sector	Assets

Intra-Cellular Therapies Inc	Health Care	2.7%
Lantheus Holdings Inc	Health Care	2.5%
iRhythm Technologies Inc	Health Care	2.3%
Livent Corp	Materials	1.9%
Semtech Corp	Information Technology	1.9%
Planet Fitness Inc	Consumer Discretionary	1.8%
Endava PLC	Information Technology	1.7%
Inspire Medical Systems Inc	Health Care	1.7%
Simply Good Foods Co/The	Consumer Staples	1.7%
Cytokinetics Inc	Health Care	1.7%
Shockwave Medical Inc	Health Care	1.7%
Diodes Inc	Information Technology	1.7%
SiTime Corp	Information Technology	1.6%
Evoqua Water Technologies Corp	Industrials	1.6%
Axonics Inc	Health Care	1.6%
Chart Industries Inc	Industrials	1.5%
Calix Inc	Information Technology	1.5%
Krystal Biotech Inc	Health Care	1.5%
Envista Holdings Corp	Health Care	1.5%
Rapid7 Inc	Information Technology	1.5%
Alkermes PLC	Health Care	1.5%
Comfort Systems USA Inc	Industrials	1.5%
Clear Secure Inc	Information Technology	1.4%
Jamf Holding Corp	Information Technology	1.3%
Biohaven Pharmaceutical Holding Co Ltd	Health Care	1.3%
Silicon Motion Technology Corp	Information Technology	1.3%
Avalara Inc	Information Technology	1.3%
CyberArk Software Ltd	Information Technology	1.3%
Tetra Tech Inc	Industrials	1.3%
II-VI Inc	Information Technology	1.2%
Eagle Materials Inc	Materials	1.2%
Littelfuse Inc	Information Technology	1.2%
Globant SA	Information Technology	1.2%
RBC Bearings Inc	Industrials	1.2%
Range Resources Corp	Energy	1.1%
Balchem Corp	Materials	1.1%
Xenon Pharmaceuticals Inc	Health Care	1.1%
Anaplan Inc	Information Technology	1.1%
Piper Sandler Cos	Financials	1.1%
Ameresco Inc	Industrials	1.1%
Marriott Vacations Worldwide Corp	Consumer Discretionary	1.1%
Grocery Outlet Holding Corp	Consumer Staples	1.0%
AeroVironment Inc	Industrials	1.0%
ZipRecruiter Inc	Communication Services	1.0%
Tenable Holdings Inc	Information Technology	1.0%
Clean Harbors Inc	Industrials	1.0%
World Wrestling Entertainment Inc	Communication Services	1.0%
Synaptics Inc	Information Technology	1.0%
Five9 Inc	Information Technology	1.0%
Rambus Inc	Information Technology	1.0%
Gogo Inc	Communication Services	1.0%
Callaway Golf Co	Consumer Discretionary	0.9%
Axon Enterprise, Inc.	Industrials	0.9%
Inari Medical Inc	Health Care	0.9%
Parsons Corp	Industrials	0.9%
Lumentum Holdings Inc	Information Technology	0.9%
Gitlab Inc	Information Technology	0.9%
Karuna Therapeutics Inc	Health Care	0.9%
MKS Instruments Inc	Information Technology	0.8%
Cactus Inc	Energy	0.8%
Papa John's International Inc	Consumer Discretionary	0.8%
Inter Parfums Inc	Consumer Staples	0.8%
Cargurus Inc	Communication Services	0.8%
Duckhorn Portfolio Inc/The	Consumer Staples	0.8%
Cerevel Therapeutics Holdings Inc	Health Care	0.8%
Popular Inc	Financials	0.7%
Bausch + Lomb Corp	Health Care	0.7%
Glacier Bancorp Inc	Financials	0.7%
Boot Barn Holdings Inc	Consumer Discretionary	0.7%
Procore Technologies Inc	Information Technology	0.7%
Sarepta Therapeutics Inc	Health Care	0.7%
SeaWorld Entertainment Inc	Consumer Discretionary	0.7%
CEVA Inc	Information Technology	0.7%
Rush Enterprises Inc	Industrials	0.6%
Crocs Inc	Consumer Discretionary	0.6%
Duolingo Inc	Consumer Discretionary	0.5%
Kforce Inc	Industrials	0.5%
Saia Inc	Industrials	0.5%
Sonos Inc	Consumer Discretionary	0.5%
Integral Ad Science Holding Corp	Communication Services	0.5%
Intellia Therapeutics Inc	Health Care	0.5%
Flywire Corp	Information Technology	0.5%
BioCryst Pharmaceuticals Inc	Health Care	0.5%
Sprout Social Inc	Information Technology	0.5%
Helen of Troy Ltd	Consumer Discretionary	0.5%
BJ's Wholesale Club Holdings Inc	Consumer Staples	0.5%
Ultragenyx Pharmaceutical Inc	Health Care	0.4%
Shift4 Payments Inc	Information Technology	0.4%
MELI Kaszek Pioneer Corp	Undefined	0.3%
Mirati Therapeutics Inc	Health Care	0.2%
Figs Inc	Health Care	0.2%
PubMatic Inc	Consumer Discretionary	0.1%

Sector Allocationas of 05/31/2022

Sector	Weighting	Fund Change from Previous Quarter

Sector	Weighting	Fund Change from Previous Quarter
Communication Services		0.2%
Real Estate		0.0%
Utilities		0.0%
Not Classified		0.1%
Consumer Discretionary		2.1%
Consumer Staples		1.9%
Energy		2.0%
Financials		2.9%
Health Care		1.3%
Industrials		0.6%
Information Technology		2.1%
Materials		0.9%

Portfolio Positioning as of 3/31/2022

As we enter the second quarter of 2022, it appears more and more likely that the 2020s are becoming a decade of discord rather than another “roaring 20s” that many commentators had forecast a couple of years ago. Between continued headwinds stemming from COVID-19, sustained inflation, policy regime changes by the Fed, and, more recently, Russia’s shockingly barbaric and tragic aggression on Ukraine, the era of democratization, disinflation, globalization, and declining conflict of 1989-2019 is, at best, on pause. However, we maintain that the technology revolution will power ahead despite all the tumult around the world, and that the secular growth leaders should generally distinguish themselves from the broader equity market with outsized returns throughout this decade. The fact that many great names have sold off during this bear market and now appear severely oversold only strengthens that case and argues for rebalancing into beaten down innovation stocks within a broader asset allocation.
We continue to focus on finding great businesses with both strong operating momentum and resilient stock price momentum to navigate this hostile environment. We are also looking to balance the risks of disparate, highly consequential potential outcomes to global concerns today, between the global growth risks of a worsening war narrative, to the potential for peace to break out, to the inflationary pressures of economic reopening 2.0, to the risks of a Fed blunder. These can all have varying impacts on different segments of the market and betting on one over the others may create unnecessary risks for investors. That said, our goal in the near term is to preserve the significant excess returns from 2017-2020, keep our clients invested to potentially benefit from the ensuing bull market in innovation, and deliver on our mandate as growth investors.
Small cap stocks remain unloved and undervalued relative to their fundamentals, in our estimation. Valuation multiples continue to be depressed relative to their own history and relative to large caps; yet, expected earnings growth for 2022 and 2023 overwhelmingly favors the stocks of smaller cap companies. Today, our top holdings include several more developed companies in the index, specifically some who are already very successful innovators in the medical device space as well as technology stocks in software, communications, and semiconductors that have profitability today. In recent months, we have moved further away from companies with strong gross margins, heavy investment in R&D, but low or negative net earnings, as these stocks have borne the brunt of the market’s selloff. In addition, we remain focused in biotechnology only on a handful of companies that are showing later-stage progress in drug development. In both of these categories, we expect to return to higher-growth stocks as their price momentum strengthens and they continue to show strong operating momentum.

Portfolio Details as of 05/31/2022

Total Net Assets: $2.80 B
Number of Holdings: 92
Weighted Average Market Cap.: 4.6 B
P/B Ratio: 4.7x
P/E Ratio: 25.1x

To view definitions for the above Portfolio Details, Click here.

Market Capitalization Breakdown - Morningstar separates stock portfolio holdings into five market-capitalization groups: Giant, Large, Mid, Small, and Micro. Of the 5000 largest domestic stocks in their equities database, the top 1% are categorized as Giant, the next 4% are Large, the next 15% are Mid, the next 30% are Small, and the remaining 50% are Micro. Stocks outside of the largest 5000 are also classified as Micro.

Weighted Average Market Cap - The average market capitalization of all companies held in the portfolio with each company weighted according to its percent held in the portfolio. The result is based upon a weighted average of the securities held in the fund.

P/B Ratio - A ratio that helps determine whether a stock is undervalued or overvalued. It is calculated by dividing a stock's price per share by its book value per share. The result is based upon a weighted average of the securities held in the fund.

P/E Ratio - Is the weighted average of each holding's P/E ratio (price of a stock divided by its earnings per share). The result is based upon a weighted average of the securities held in the fund.

Portfolio Turnover - This is a measure of the Fund’s trading activity which is computed by taking the lesser of purchases or sales divided by average monthly market value, excluding short-term investments. The resulting percentage represents the percentage of the portfolio’s holdings that have changed over the past year.

Contributors & Detractors as of 03/31/2022

Contributors

Holding	Contribution
Intra-Cellular Therapies Inc	0.3%
Anaplan Inc	0.3%
iRhythm Technologies, Inc.	0.2%
Inspire Med Sys Inc	0.2%
Cargurus Inc	0.2%

Detractors

Holding	Contribution
Calix Inc	-1.4%
Ambarella, Inc.	-1.1%
Crocs Inc	-0.8%
Trex Co Inc	-0.6%
Endava Plc	-0.6%

% Contribution reflects the effect of the individual stock's performance on the Fund's overall performance for the period. Individual holdings and their effect on Fund performance may change significantly over time. Investors should consider the overall performance of the Fund before making a decision on whether or not to invest in the Fund.

Attribution Analysis

for

Developing Growth Fund			Benchmark		Variance
Sector	Avg. Weight	Base Return	Avg. Weight	Base Return	Stock Selection	Group Weight	Total

The total base return displayed for the Fund does not capture daily cash flow and trading activity and therefore is subject to reasonable variance from the Fund's actual return. Please refer to the Fund's performance results for longer-term returns. The Fund is actively managed and portfolio characteristics, such as individual holdings and sector weightings, may change significantly over time.

Please see "About Wilshire Attribution" of the performance attribution displayed above by View Full Disclosure

About Wilshire Attribution

The Wilshire Atlas Variance Analysis tool provides a methodology for explaining the difference in performance between a portfolio and its benchmark, based on the decomposition of returns. The user specifies the portfolio, index, link frequency, sector and weighting. The weighting can be shown as beginning, average or end weights and is used for display purposes only.

Average Weight (Portfolio): This is the average weight of each group in the portfolio. Alternatively, the weight at the end of the reporting period, or on average across the reporting period, may be selected.

Base Return (Portfolio): This is the weighted average holding period return for the securities in each group. This weighted average is calculated for each link period using beginning weights and then the resulting values are linked together to calculate the displayed value.

Average Weight (Benchmark): This is the average weight of each group in the benchmark. Alternatively, the weight at the end of the reporting period, or on average across the reporting period, may be selected.

Base Return (Benchmark): This is the weighted average holding period return for the benchmark securities in each group. This weighted average is calculated for each link period using beginning weights, then the resulting values are linked together to calculate the displayed value.

Stock Selection Variance: This is the success of selection decisions within each group versus the benchmark. It is calculated for each link period using the following equation: Stock Selection Variance = WP,G * (RP,G - RB,G), where WP,G = Weight of the group in the portfolio, RP,G = Return of the group in the portfolio, RB,G = Return of the group in the benchmark.

Group Weighting Variance: This is the result of weighting decisions in each group versus the benchmark. It is calculated for each link period using the following equation: Group Weighting Variance = (WP,G – WB,G) * (RB,G – RB,T), where WP,G = Weight of the group in the portfolio, WB,G = Weight of the group in the benchmark, RB,G = Return of the group in the benchmark, RB,T = Overall return of the benchmark.

Total Variance: This is the sum of group weighting and stock selection variances. This represents the amount of total variance that is explained by the selection and allocation decisions for each group.

Wilshire generated returns are calculated gross of fees based on end of day prices and do not capture intraday cash flow, price changes or trading activity, and therefore are subject to some variance from Lord Abbett returns. In addition, Wilshire and Lord Abbett may use different pricing sources and methodologies.

Not Classified securities represent those securities which have not been assigned an official GICS Direct classification. GICS Direct, a joint product of Standard & Poor’s and MSCI, provides industry classifications for more than 40,000 companies and over 45,000 securities. Not Classified securities may include, but are not limited to: Exchange-Traded Funds (ETFs), pink sheet-listed issues, pre-IPO placements, private placements, secondary issues, open-end funds, closed-end funds, and non-operating establishments.

Under certain circumstances, Lord Abbett may elect to have Wilshire map an ETF holding to the relevant characteristics represented by that ETF’s underlying index in order to reflect the exposure and performance contributed by the ETF to the overall portfolio. When this option is selected, Wilshire will remove the ETF from the Not Classified category and instead allocate the ETF’s exposures across the relevant attributes based on the composition of the ETF’s underlying index.

Source: Wilshire Attribution Software. GICS sector classification; non-GICS securities classified by Lord Abbett. Sectors may include many industries.

Dividends & Cap Gains

Upcoming Dividend Payment Dates

This section lists all anticipated Income and Capital Gain distribution dates and any actual distributions are subject to adequacy of earnings and must be approved by the Board of Directors/Trustees. Please note that dates are subject to change.

Record Date	Ex-Dividend Date	Reinvest & Payable Date
11/21/2022	11/22/2022	11/22/2022

Capital Gains Distributions

For

Record Date	Reinvest & Payable Date	Long-term	Short-term *	Total	Reinvest Price
11/22/2021	11/23/2021	$3.3406	-	$3.3406	$36.39

Taxed as ordinary income

Lord Abbett does not provide tax advice. It is strongly recommended that you discuss the impact of dividends and distributions with your tax advisor.

Upcoming Capital Gain Distribution

Record Date	Ex-Dividend Date
11/21/2022	11/22/2022

Fees & Expenses

Expense Ratioas of 05/31/2022

0.59%

Fund Documents

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n/a	Portfolio Holdings 1Q Publish Date:11/03/2015
n/a	Portfolio Holdings 3Q Publish Date:11/03/2015
	Summary Prospectus Publish Date:11/03/2015
n/a	Statutory Prospectus Publish Date:11/03/2015
	SAI Publish Date:11/03/2015
	Annual Report Publish Date:11/03/2015
	Semi-Annual Report Publish Date:11/03/2015
	Fact Sheet Publish Date:11/03/2015
	Commentary Publish Date:11/03/2015
	Fund Story Publish Date:11/03/2015

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IMPORTANT INFORMATION

A Note about Risk: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Small cap company stocks tend to be more volatile and may be less liquid than other types of stocks. Small cap companies may also have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than large cap companies. Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general. The Fund engages in active and frequent trading of its securities, which may result in increased transaction fees, reduced investment performance, and higher taxes. These factors can adversely affect Fund performance.

Performance data quoted is historical. Past performance is not indicative of future results. Current performance may be higher or lower than the performance quoted. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our Website or call Lord Abbett at (888) 522-2388.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

With Sales Charge - Returns with sales charges reflect applicable fees and expenses and include all distributions reinvested.

Without Sales Charge - Returns shown are without sales charges and have all distributions reinvested. If a sales charge had been deducted, the results would have been lower.

Returns shown at less than a year reflect aggregate total returns.

Double-Digit Returns - instances of high double-digit returns were achieved primarily during favorable market conditions and may not be sustainable over time.

The Russell 2000® Growth Index measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.

Indexes reflect total return, unless otherwise specified, with all dividends reinvested. Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment.

Lipper Category Average - Peer group averages are based on universes of funds with the same investment objectives. The average return for the peer group is based on the returns of each individual fund within the group for the period shown. This average assumes reinvestment of dividends.

Fund Expense Ratio Detail: Reflects expenses for the Fund's fiscal year-end and is subject to change. Fund expenses may fluctuate with market volatility. A substantial reduction in Fund assets (since its most recently completed fiscal year), whether caused by market conditions or significant redemptions or both, will likely cause total operating expenses (as a percentage of Fund assets) to become higher than those shown.

* Awarded Best Small-Cap Growth Fund over ten years by Lipper. Lord Abbett Developing Growth Fund (Class I: LADYX) ranked best within the category of a total of 114 funds for the highest risk-adjusted returns for the 10-year period ended 12/31/2014.

Lipper Awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds' historical risk-adjusted returns, measured in local currency, relative to peers. Winners are selected using the Lipper Leader rating for Consistent Return for funds with at least 36 months of performance history as of 12/31/2014. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5, or 10 years. Other share classes may have different performance and expense characteristics. Class I shares are only available to institutional investors and certain others, including retirement plans. For additional information on each Class share, see the Fund's current prospectus.

Lipper awards are not intended to predict future results. Past performance does not guarantee future results.

Source: © Reuters 2015. All Rights Reserved. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

The Fund's portfolio is actively managed and portfolio characteristics, such as individual holdings and sector weightings may change significantly over time. The portfolio data is for information only. It does not constitute a recommendation or an offer for a particular security or fund, nor should it be taken as a solicitation or recommendation to buy or sell securities or other investments.

Dividends and Capital Gains: The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation.

The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.

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Summary

Summary

What is the Developing Growth Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of small U.S. companies.

Fund Basicsas of 05/31/2022

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

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TEN LARGEST HOLDINGS as of 05/31/2022View Portfolio

Sector Allocationas of 05/31/2022View Portfolio

INVESTMENT TEAM

Your Representative

Performance

Performance

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

Fund Expense Ratio :

0.59%

NAV Historical Prices

Portfolio

Portfolio

Sector Allocationas of 05/31/2022

Portfolio Positioning as of 3/31/2022

Portfolio Details as of 05/31/2022

Contributors & Detractors as of 03/31/2022

Contributors

Detractors

Attribution Analysis

Dividends & Cap Gains

Dividends & Cap Gains

Upcoming Dividend Payment Dates

Capital Gains Distributions

Upcoming Capital Gain Distribution

Fees & Expenses

Fees & Expenses

Expense Ratioas of 05/31/2022

Fund Documents

Fund Documents

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