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    Lord Abbett Alpha Strategy I (ALFYX)

    30.70 Up 0.18(0.59%) Nov 25
    Prev Close:30.52
    YTD Return*:0.80%
    Net Assets*:1.26B

    * As of 31-Oct-15

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


    • No Headlines available for ALFYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Lord Abbett International Opp I20.62N/A
    Lord Abbett Small Cap Value I20.27N/A
    Lord Abbett Value Opportunities I20.17N/A
    Lord Abbett Developing Growth I19.12N/A
    Lord Abbett Micro Cap Value I10.42N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.26B
    Category:Small Growth
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:0.80%
    5y Avg Return:11.59%
    Rank in Category (ytd):30
    % Rank in Category (ytd):4.05%
    Beta (3y):0.92
    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 micro-cap, small, and mid-sized 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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