About ALFYX
The Lord Abbett Alpha Strategy Fund Class I is a diversified mutual fund designed to pursue long-term capital appreciation. Structured as a "fund of funds," it primarily allocates its assets among affiliated Lord Abbett mutual funds, actively investing in U.S. and global small, mid-sized, and micro-cap stocks. This approach results in a portfolio focused on sectors such as industrials, information technology, financials, health care, and consumer discretionary, among others. The fund seeks to harness growth potential in less liquid and more volatile areas of the equity market, providing exposure beyond large-cap equities. With an annual dividend distribution and institutional share class features, such as a high minimum initial investment, the fund typically targets institutions and fee-based platforms. Its investment strategy is managed by an experienced team and is distinguished by its multi-manager structure, which enables broad diversification and dynamic allocation across styles and regions. Overall, the Lord Abbett Alpha Strategy Fund Class I serves as a flexible and actively managed solution for investors seeking diversified exposure to growth-oriented equities within and beyond the United States.
Fund Family Lord Abbett
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ALFYX
Share Class Class I
Index Russell 2000 TR
ALFYX had a total return of 16.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.31%.
