Lord Abbett Alpha offers convenience for small/mid-cap investors, but its underlying funds collectively don’t stand out, leaving investors with better options.
Lord Abbett Alpha Strategy A ALFAX
- NAV / 1-Day Return 23.45 / +0.26 %
- Total Assets 601.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.08%
- Turnover 4%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:10 PM GMT+0
Morningstar’s Analysis ALFAX
Will ALFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lord Abbett Value Opportunities I | 20.35 | 128.6 Mil | — |
Lord Abbett Developing Growth I | 20.34 | 128.5 Mil | — |
Lord Abbett Small Cap Value I | 19.91 | 125.7 Mil | — |
Lord Abbett International Opp I | 19.51 | 123.2 Mil | — |
Lord Abbett Micro Cap Growth I | 10.02 | 63.3 Mil | — |
Lord Abbett Focused Small Cap Value I | 9.87 | 62.4 Mil | — |