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Nasdaq - Delayed Quote USD

Lord Abbett Alpha Strategy R3 (ALFRX)

21.54
+1.62
+(8.13%)
At close: 8:00:05 PM EDT
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  • Previous Close 19.92
  • YTD Return -8.98%
  • Expense Ratio 1.72%
  • Category Small Growth
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 545.36M
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.01
  • Inception Date Jun 30, 2015

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

545.36M

Net Assets

2015-06-30

Inception Date

More about Lord Abbett Alpha Strategy R3

Performance Overview: ALFRX

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Trailing returns as of 4/7/2025. Category is Small Growth.

YTD Return

ALFRX
8.98%
Category
12.40%
 

1-Year Return

ALFRX
4.20%
Category
55.69%
 

3-Year Return

ALFRX
0.08%
Category
19.34%
 

5-Year Return

ALFRX
12.50%
Category
20.72%
 

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LGORX Lord Abbett Growth Opportunities Fund
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FRDRX Franklin Rising Dividends R
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Holdings: ALFRX

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Sector Weightings

SectorALFRX
Industrials   21.70%
Technology   18.42%
Financial Services   14.89%
Healthcare   14.36%
Consumer Cyclical   8.85%
Consumer Defensive   5.86%
Energy   4.65%
Basic Materials   4.02%
Real Estate   3.29%
Communication Services   2.92%
Utilities   1.03%
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Recent News: ALFRX

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Research Reports: ALFRX

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