Morningstar

Lord Abbett Alpha Strategy Fund Class R4 ALFKX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 31.94  /  +0.16 %
  • Total Assets 683.8M
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 0.440%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 4%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:36 AM GMT+0

Morningstar’s Analysis ALFKX

Will ALFKX outperform in the 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 ALFKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALFKX 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 ALFKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Departs Lord Abbett Alpha; Ratings Unchanged

null Drew Carter

Drew Carter

Analyst Note

Jahiz Barlas stepped down as comanager of Lord Abbett Alpha in late July 2026. Barlas became a comanager here in September 2023 as part of Giulio Martini’s multi-asset team, which handles asset allocation for this strategy. Barlas is moving to the firm’s quantitative team, a spokesperson said. Because the allocations to underlying funds haven’t changed since 2013, the multi-asset team’s role here is minimal. Also, lead manager Matt DeCicco and Martini will remain, so Barlas’ departure does not affect the strategy’s Average People rating, nor its Morningstar Medalist Ratings.

by Drew Carter
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ALFKX

More ALFKX 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 Developing Growth I

21.10 151M
—

Lord Abbett Small Cap Value I

19.74 141M
—

Lord Abbett Value Opportunities I

19.43 139M
—

Lord Abbett International Opp I

18.92 135M
—

Lord Abbett Micro Cap Growth I

10.95 78M
—

Lord Abbett Focused Small Cap Value I

9.85 70M
—

Sponsor Center