ALFAX : Lord Abbett Alpha Strategy Fund Class A

ALFAX is a US Stocks Market Small Growth with LOW fees.

ALFAX

Lord Abbett Alpha Strategy Fund Class A

FI Score

67 /100

Expense Ratio Rating

10 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

67% FI Score
  • alfax
  • Mutual Fund
  • US Stocks
  • Small Growth

Lord Abbett Alpha Strategy Fund Class A

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund is a "fund of funds" that invests in affiliated mutual funds (the "underlying funds") managed by Lord, Abbett & Co. LLC ("Lord Abbett"). Under normal conditions, through the underlying funds, it indirectly invests in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

Largest Holdings

Amount Holding
20.40% Lord Abbett Developing Growth I
20.15% Lord Abbett Value Opportunities I
19.99% Lord Abbett International Opp I
19.61% Lord Abbett Small Cap Value I
10.66% Lord Abbett Micro Cap Growth I
9.18% Lord Abbett Focused Small Cap Value I

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