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Morningstar

Lord Abbett Alpha Strategy I ALFYX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 24.40  /  −1.41 %
  • Total Assets 613.9 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.29%
  • Turnover 4%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis ALFYX

Will ALFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALFYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ALFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund of down-cap funds doesn’t earn its hefty fees.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Alpha offers convenience for small/mid-cap investors, but its underlying funds collectively don’t stand out, leaving investors with better options.

by Drew Carter
Rated on Published on

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Portfolio Holdings ALFYX

More ALFYX Holdings
  • 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
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Lord Abbett Developing Growth I

20.34 128.5 Mil
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Lord Abbett Small Cap Value I

19.91 125.7 Mil
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Lord Abbett International Opp I

19.51 123.2 Mil
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Lord Abbett Micro Cap Growth I

10.02 63.3 Mil
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Lord Abbett Focused Small Cap Value I

9.87 62.4 Mil
—