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    Lord Abbett Alpha Strategy R2 (ALFQX)

    29.00 Up 0.27(0.94%) Jan 26
    Prev Close:28.73
    YTD Return*:2.50%
    Net Assets*:1.28B

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for ALFQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Lord Abbett Developing Growth I20.11N/A
    Lord Abbett Value Opportunities I20.02N/A
    Lord Abbett Small Cap Value I19.93N/A
    Lord Abbett International Opp I19.67N/A
    Lord Abbett Micro Cap Growth I10.26N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.28B
    Category:Small Growth
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:2.50%
    5y Avg Return:14.03%
    Rank in Category (ytd):55
    % Rank in Category (ytd):7.62%
    Beta (3y):1.17
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term capital appreciation. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, the fund indirectly invests principally in the equity securities of U.S. and foreign small, mid-sized, and micro-cap companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both. View More
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