Lord Abbett Alpha offers convenience for a mix of small and mid-caps, but it’s pricey and the underlying funds collectively don’t stand out, leaving investors with better options.
Lord Abbett Alpha Strategy Fund Class C ALFCX
- NAV / 1-Day Return 22.83 / −0.31 %
- Total Assets 696.0M
-
Adj. Expense Ratio
2.220%
- Expense Ratio 1.190%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.00
- Turnover 4%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:22 AM GMT+0
Morningstar’s Analysis ALFCX
Will ALFCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 Developing Growth I | 20.22 | 134M | — |
Lord Abbett Small Cap Value I | 20.02 | 133M | — |
Lord Abbett Value Opportunities I | 19.97 | 133M | — |
Lord Abbett International Opp I | 19.59 | 130M | — |
Lord Abbett Micro Cap Growth I | 10.20 | 68M | — |
Lord Abbett Focused Small Cap Value I | 9.99 | 66M | — |
United States