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Lord Abbett Alpha Strategy R2 Fund (ALFQX)

Fund performance review and position details on Lord Abbett Alpha Strategy R2 Fund (ALFQX)

    Last Trade: $ on , Change: (0%)

Lord Abbett Alpha Strategy R2 Fund (ALFQX) HighlightLord Abbett Alpha Strategy R2 Fund (ALFQX) Fund Summary

Lord Abbett Alpha Strategy R2 Fund (ALFQX) statistics as of May 30, 2016

Category: Small Growth
Fund Family: Lord Abbett
Net Asset: $1.17B
Yield: 0.23%
Year-to-Date Return: 0.20%
Morningstar rating: 3

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) CostLord Abbett Alpha Strategy R2 Fund (ALFQX) Cost

Lord Abbett Alpha Strategy R2 Fund (ALFQX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Small Growth average): 0.60% (1.31%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 8.24%

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) PerformanceLord Abbett Alpha Strategy R2 Fund (ALFQX) Performance

Most current Lord Abbett Alpha Strategy R2 Fund (ALFQX) Performance

1-month Performance (Small Growth category median performance): 2.39% (2.60%)
3-month Performance (Small Growth category median performance): 10.96% (11.52%)
1 Year Performance (Small Growth category median performance): -7.59% (-7.74%)
3 Year Performance (Small Growth category median performance): 7.09% (6.86%)
5 Year Performance (Small Growth category median performance): 6.82% (7.01%)
Number of Years of positive return: 5 years
Number of Years of negative return: 3 years
3 year Alpha (Small Growth category average): -3.35 (-3.8)
3 year Beta (Small Growth category average): 1 (1.06)
3 year Sharpe Ratio: 0.56
3 year Treynor: 7.03

Lord Abbett Alpha Strategy R2 Fund (ALFQX) topholdingTop Stock Holdings in Lord Abbett Alpha Strategy R2 Fund (ALFQX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Lord Abbett Small Cap Value I20.4%N/A
Lord Abbett Value Opportunities I20.34%N/A
Lord Abbett International Opp I20.24%N/A
Lord Abbett Developing Growth I19.17%N/A
Lord Abbett Micro Cap Value I10.45%N/A
Lord Abbett Micro Cap Growth I9.43%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) Portfolio AllocationLord Abbett Alpha Strategy R2 Fund (ALFQX) Fund Portfolio Allocation

Lord Abbett Alpha Strategy R2 Fund (ALFQX) Fund Portfolio Allocation data as of 03/2016

Stock96.94%
Bond0%
Cash2.61%
Other0.45%

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) CompareCompare with other Small Growth category mutual funds

Below are some additional Small Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Alpha Strategy R2-7.597.096.82
Thrivent Small Cap Stock A (AASMX)-2.128.136.23 Compare
Invesco Small Cap Growth A (GTSAX)-6.349.449.20 Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.9610.719.36 Compare

See top fund managers for Small Growth Category Funds

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) PerformanceOther Financial Data Web Sites on Lord Abbett Alpha Strategy R2 Fund (ALFQX)

Addition research sites for Lord Abbett Alpha Strategy R2 Fund (ALFQX)

 

Lord Abbett Alpha Strategy R2 Fund (ALFQX) Related ResourcesSee more information on Lord Abbett Alpha Strategy R2 (ALFQX) Fund

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