Nasdaq - Delayed Quote • USD
Lord Abbett Alpha Strategy C (ALFCX)
At close: 8:01 PM EDT
Fund Summary
The fund is a "fund of funds" that invests in affiliated mutual funds (the "underlying funds") managed by Lord Abbett. Under normal conditions, through the underlying funds, it indirectly invests 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -0.58% |
| 5y Average Return | 5.25% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ALFCX | Category Average | ALFCX | Category Average | ALFCX | Category Average | |
| Alpha | -12.06 | -0.02 | -7.71 | 0.01 | -6.57 | -0.02 |
| BETA | 0.99 | 0.01 | 1.1 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.02 | 0.02 | 0.78 | 0.02 | 0.66 | 0.01 |
| R-squared | 83.92 | 0.78 | 82.86 | 0.73 | 80.16 | 0.73 |
| Standard Deviation | 19.03 | 0.26 | 22.13 | 0.21 | 18.51 | 0.19 |
| Sharpe Ratio | -0.14 | 0.01 | 0.33 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -4.5 | 0.15 | 4.55 | 0.17 | 4.49 | 0.11 |
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