Morningstar

Lord Abbett Alpha Strategy Fund Class R6 ALFVX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 33.21  /  −0.48 %
  • Total Assets 672.9M
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 0.100%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 4%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis ALFVX

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

  • People Pillar

    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.

  • Parent Pillar

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

An expensive fund of smaller-cap funds.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Alpha offers convenience for a mix of small and mid-caps, but it’s pricey and the underlying funds collectively don’t stand out, leaving investors with better options.

by Drew Carter
Rated on Published on

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Portfolio Holdings ALFVX

More ALFVX Holdings
  • 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 Developing Growth I

21.11 146M
—

Lord Abbett International Opp I

20.35 141M
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Lord Abbett Value Opportunities I

19.15 132M
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Lord Abbett Small Cap Value I

19.13 132M
—

Lord Abbett Micro Cap Growth I

10.68 74M
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Lord Abbett Focused Small Cap Value I

9.59 66M
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