Nasdaq - Delayed Quote USD

Lord Abbett Alpha Strategy C (ALFCX)

17.99 +0.07 (+0.39%)
As of 8:06 AM EDT. Market Open.

Top 6 Holdings (100.00% of Total Assets)

SymbolCompany% Assets
LRSYX
Lord Abbett Small Cap Value I 20.22%
LVOYX
Lord Abbett Value Opportunities Fund 20.10%
LADYX
Lord Abbett Developing Growth I 20.08%
LINYX
Lord Abbett International Opportunities Fund 19.75%
LMVYX
Lord Abbett Focused Small Cap Value I 9.94%
LMIYX
Lord Abbett Micro Cap Growth I 9.92%
Get Quotes for Top Holdings

Sector Weightings

SectorALFCX
Industrials   21.16%
Technology   19.07%
Financial Services   13.62%
Healthcare   13.11%
Consumer Cyclical   11.65%
Energy   5.45%
Consumer Defensive   4.51%
Basic Materials   4.35%
Real Estate   3.28%
Communication Services   2.72%
Utilities   1.08%

Overall Portfolio Composition (%)

Cash 0.02%
Stocks 99.98%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average ALFCX Category Average
Price/Earnings 0.05 34.63
Price/Book 0.39 5.39
Price/Sales 0.54 3.86
Price/Cashflow 0.08 22.99
Median Market Cap 3,999.2 5,964.6
3 Year Earnings Growth 20.66 15.48

Bond Holdings

Performance & Risk

YTD Return 5.02%
5y Average Return 6.57%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Lord Abbett
Net Assets 626.8M
YTD Return 6.36%
Yield 0.00%
Morningstar Rating
Inception Date Oct 19, 2004

Fund Summary

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.

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