Skip to Content

Lord Abbett Alpha Strategy R3 ALFRX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 23.04  /  +0.04 %
  • Total Assets 611.7 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 4%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ALFRX

Will ALFRX 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ALFRX

  • 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 International Opp I

20.13 121.0 Mil

Lord Abbett Developing Growth I

20.09 120.7 Mil

Lord Abbett Value Opportunities I

19.96 120.0 Mil

Lord Abbett Small Cap Value I

19.93 119.8 Mil

Lord Abbett Focused Small Cap Value I

9.96 59.8 Mil

Lord Abbett Micro Cap Growth I

9.93 59.7 Mil