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Lord Abbett Alpha Strategy R3 ALFRX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
28.11  /  1.15 %
Total Assets
884.5 Mil
Adj. Expense Ratio
1.730%
Expense Ratio
1.730%
Fee Level
High
Longest Manager Tenure
5.74 years
Category
Small Growth
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.00%
Turnover
17%

USD | NAV as of Jul 28, 2021 | 1-Day Return as of Jul 28, 2021, 10:12 PM GMT+00:00

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Morningstar’s Analysis

Will ALFRX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALFRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the ALFRX 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

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The Parent Pillar is our rating of ALFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Offers variety, but little more.

Analyst

Summary

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Lord Abbett Alpha Strategy retains a Morningstar Analyst Rating of Neutral across all share classes as its underlying funds offer mixed value.

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