About ALFVX
The Lord Abbett Alpha Strategy Fund Class R6 is an open-end mutual fund designed to provide investors with long-term capital appreciation. Structured as a "fund of funds," it allocates its assets across a range of affiliated Lord Abbett mutual funds, primarily targeting equity securities of domestic and international micro-cap, small-cap, and mid-cap companies. Employing a blend strategy, the fund seeks exposure to both growth and value stocks, offering diversified access across sectors such as industrials, financials, information technology, health care, and consumer discretionary, among others. With an actively managed portfolio, sector and holding allocations can shift in response to market conditions. The fund’s underlying holdings include prominent internal Lord Abbett funds specializing in international opportunities, small cap value, and micro cap growth strategies. Lord Abbett Alpha Strategy Fund Class R6 serves as a vehicle for investors seeking broad, multi-strategy equity diversification, managed by an experienced investment team and governed by a disciplined investment approach focused on capital growth over the long term.
Fund Family Lord Abbett
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ALFVX
Share Class Class R6
Index Russell 2000 TR
ALFVX had a total return of 11.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.62%.
