Lord Abbett Alpha Strategy B
90 Hudson Street 11th Floor Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Small Growth | | Fund Family: | Lord Abbett | | Net Assets: | 32.21M | | Year-to-Date Return: | 30.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Mar-98 |
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Christopher J. Towle
Lead Manager since
10-Feb-06 | | | Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests in other mutual funds rather than directly in portfolio securities like stocks, bonds and money market instruments. It allocates its assets primarily to domestic equity securities by investing in a weighted combination of other funds managed by Lord, Abbett & Co. LLC that hold such instruments. The fund selectively allocates its assets to foreign and multinational equity securities by investing in a weighted combination of other funds managed by Lord Abbett that hold such instruments. |
| Last Dividend
(21-Dec-07):
| 0.59 | | Last Cap Gain
(23-Dec-08):
| 1.13 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 133.38% |
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| Expense | ALFBX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.01% Nasdaq 
0.06%
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