Advertisement
Skip to Content
Morningstar

Lord Abbett Alpha Strategy R3 ALFRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.20  /  1.83 %
  • Total Assets 651.9 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.05%
  • Turnover 8%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis ALFRX

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

People Pillar

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

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

A collection of Lord Abbett’s smid-cap strategies.

Analyst

Summary

| by Drew Carter

Lord Abbett Alpha offers convenience for smid-cap investors, but its underlying funds don’t stand out, limiting its Morningstar Analyst Rating to Neutral for all share classes.

Unlock our full analysis with Morningstar Investor