Lord Abbett Alpha Strategy Fund Class A
ALFAX
NASDAQ
| Weiss Ratings | ALFAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ALFAX-NASDAQ | Click to Compare |
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| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | Giulio A. Martini (10), Matthew R. DeCicco (4), Jahiz Barlas (2) | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | ALFAX-NASDAQ | Click to Compare |
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| Fund Name | Lord Abbett Alpha Strategy Fund Class A | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 18, 1998 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,500.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | ALFAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | ALFAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.13% | |||
| Asset Allocation | ALFAX-NASDAQ | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 75.77% | |||
| Non-U.S. Stock | 24.23% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ALFAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.08% | |||
| 30-Day Total Return | 3.63% | |||
| 60-Day Total Return | 15.51% | |||
| 90-Day Total Return | 11.64% | |||
| Year to Date Total Return | 17.79% | |||
| 1-Year Total Return | 32.98% | |||
| 2-Year Total Return | 36.00% | |||
| 3-Year Total Return | 53.85% | |||
| 5-Year Total Return | 27.22% | |||
| Price | ALFAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ALFAX-NASDAQ | Click to Compare |
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| Nav | $31.64 | |||
| 1-Month Low NAV | $30.10 | |||
| 1-Month High NAV | $31.98 | |||
| 52-Week Low NAV | $25.03 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $31.98 | |||
| 52-Week High Price (Date) | May 28, 2026 | |||
| Beta / Standard Deviation | ALFAX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 17.12 | |||
| Balance Sheet | ALFAX-NASDAQ | Click to Compare |
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| Total Assets | 691.28M | |||
| Operating Ratios | ALFAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.47% | |||
| Turnover Ratio | 4.00% | |||
| Performance | ALFAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.93% | |||
| Last Bear Market Total Return | -17.37% | |||