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Lord Abbett Alpha Strategy I (ALFYX)

32.78 Up 0.20(0.61%) Sep 18
Prev Close:32.78
YTD Return*:1.54%
Net Assets*:1.30B
Yield*:4.00%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for ALFYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Lord Abbett Developing Growth I20.23N/A
Lord Abbett Small Cap Value I20.05N/A
Lord Abbett Value Opportunities I19.92N/A
Lord Abbett International Opp I19.65N/A
Lord Abbett Micro Cap Value I10.09N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.3B
Category:Small Growth
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:1.54%
5y Avg Return:16.73%
Rank in Category (ytd):31
% Rank in Category (ytd):4.21%
Beta (3y):1.24
Morningstar Risk Rating:3

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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