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Lord Abbett Alpha Strategy R2 ALFQX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 22.39  /  +0.99 %
  • Total Assets 626.5 Mil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 4%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis ALFQX

Will ALFQX outperform in future?

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

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.

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Portfolio Holdings ALFQX

  • 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

20.20 124.8 Mil

Lord Abbett Small Cap Value I

20.16 124.6 Mil

Lord Abbett International Opp I

19.92 123.1 Mil

Lord Abbett Developing Growth I

19.92 123.1 Mil

Lord Abbett Focused Small Cap Value I

10.16 62.8 Mil

Lord Abbett Micro Cap Growth I

9.64 59.6 Mil