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Lord Abbett Alpha Strategy C (ALFCX)

16.64
-1.02
(-5.78%)
At close: 8:03:42 PM EDT
Loading Chart for ALFCX
  • Previous Close 17.66
  • YTD Return -3.93%
  • Expense Ratio 2.22%
  • Category Small Growth
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 581.94M
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.22
  • Inception Date Sep 28, 2007

The fund is a "fund of funds" that invests in affiliated mutual funds (the "underlying funds") managed by 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.

Lord Abbett

Fund Family

Small Growth

Fund Category

581.94M

Net Assets

2007-09-28

Inception Date

Performance Overview: ALFCX

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Trailing returns as of 4/2/2025. Category is Small Growth.

YTD Return

ALFCX
3.93%
Category
12.40%
 

1-Year Return

ALFCX
3.96%
Category
55.69%
 

3-Year Return

ALFCX
1.01%
Category
19.34%
 

5-Year Return

ALFCX
7.88%
Category
20.72%
 

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Holdings: ALFCX

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Sector Weightings

SectorALFCX
Industrials   21.70%
Technology   18.42%
Healthcare   14.36%
Energy   4.65%
Real Estate   3.29%
Utilities   1.03%

Recent News: ALFCX

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Research Reports: ALFCX

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