Lord Abbett Alpha offers convenience for small/mid-cap investors, but its underlying funds collectively don’t stand out, leaving investors with better options.
Lord Abbett Alpha Strategy R2 ALFQX
- NAV / 1-Day Return 24.19 / +1.26 %
- Total Assets 634.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.810%
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.
People Pillar
Parent Pillar
- 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 Small Cap Value I | 20.20 | 126.6 Mil | — |
Lord Abbett International Opp I | 20.10 | 125.9 Mil | — |
Lord Abbett Value Opportunities I | 19.95 | 125.0 Mil | — |
Lord Abbett Developing Growth I | 19.65 | 123.1 Mil | — |
Lord Abbett Focused Small Cap Value I | 10.13 | 63.5 Mil | — |
Lord Abbett Micro Cap Growth I | 9.96 | 62.4 Mil | — |