Lord Abbett Alpha Strategy offers access to a diversified collection of small- and mid-cap strategies, but manager turnover and an added layer of fees keep its Morningstar Analyst Rating at Neutral across share classes.
Will ALFVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALFVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ALFVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ALFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.