Lord Abbett Alpha offers convenience for small/mid-cap investors, but its underlying funds collectively don’t stand out, leaving investors with better options.
Lord Abbett Alpha Strategy R6 ALFVX
- NAV / 1-Day Return 25.21 / +1.04 %
- Total Assets 611.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.130%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.33%
- Turnover 4%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:09 AM GMT+0
Morningstar’s Analysis ALFVX
Will ALFVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 Value Opportunities I | 20.35 | 128.6 Mil | — |
Lord Abbett Developing Growth I | 20.34 | 128.5 Mil | — |
Lord Abbett Small Cap Value I | 19.91 | 125.7 Mil | — |
Lord Abbett International Opp I | 19.51 | 123.2 Mil | — |
Lord Abbett Micro Cap Growth I | 10.02 | 63.3 Mil | — |
Lord Abbett Focused Small Cap Value I | 9.87 | 62.4 Mil | — |