Lord Abbett Alpha Strategy Fund Class R4
ALFKX
NASDAQ
| Weiss Ratings | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | Giulio A. Martini (10), Matthew R. DeCicco (4), Jahiz Barlas (2) | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Lord Abbett Alpha Strategy Fund Class R4 | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.17% | |||
| Asset Allocation | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 73.93% | |||
| Non-U.S. Stock | 26.07% | |||
| 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 | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.44% | |||
| 30-Day Total Return | -3.36% | |||
| 60-Day Total Return | -3.01% | |||
| 90-Day Total Return | 0.92% | |||
| Year to Date Total Return | 1.97% | |||
| 1-Year Total Return | 26.93% | |||
| 2-Year Total Return | 18.81% | |||
| 3-Year Total Return | 34.64% | |||
| 5-Year Total Return | 12.33% | |||
| Price | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $27.30 | |||
| 1-Month Low NAV | $26.10 | |||
| 1-Month High NAV | $28.47 | |||
| 52-Week Low NAV | $20.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $29.10 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.12 | |||
| Standard Deviation | 15.26 | |||
| Balance Sheet | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 638.06M | |||
| Operating Ratios | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.47% | |||
| Turnover Ratio | 4.00% | |||
| Performance | ALFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.63% | |||
| Last Bear Market Total Return | -17.42% | |||