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Lord Abbett Alpha Strategy C ALFCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lord Abbett Investment Hub

Morningstar’s Analysis ALFCX

Will ALFCX 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 ALFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALFCX 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 ALFCX’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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