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Lord Abbett Alpha Strategy F (ALFFX) Fund Ranking and Research
Ranking, Research and Recommendation of Lord Abbett Alpha Strategy F (ALFFX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Robert I. Gerber
Fund Manager Information
Fund Manager Tenure: 14.0 yearsSimilar Funds: ALFAX ALFBX ALFCX ALFQX ALFRX ALFYX
Fund Family: Lord Abbett
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71) (What does this score mean?)
Mr. Gerber joined Lord Abbett in 1997 from Sanford C. Bernstein & Co., Inc. where he was a Shareholder and the Senior Portfolio Manager-Mortgage Group. His prior experience also includes serving as a Vice President of Fixed Income Research at the First Boston Corporation. Before his entry into the investment management business, Mr. Gerber had a career in academics, teaching economics at the State University of New York at Albany, Vassar College and Columbia University. Get more insights on Robert I. Gerber
Lord Abbett Alpha Strategy F Fund (ALFFX) Profile
Fund Profile and Description
Lord Abbett Alpha Strategy F Fund seeks long-term capital appreciation. Lord Abbett Alpha Strategy F Fund invests in other mutual funds rather than directly in portfolio securities like stocks, bonds and money market instruments. It allocates its assets primarily to domestic equity securities and, to a lesser extent, foreign and multinational equity securities, by investing in a weighted combination of other mutual funds managed by Lord, Abbett & Co. LLC that hold such instruments.
What we like about Lord Abbett Alpha Strategy F (ALFFX) Fund
Data for Lord Abbett Alpha Strategy F Fund (ALFFX) as of May 30, 2016
- Lord Abbett Alpha Strategy F Fund (ALFFX) management has been with Lord Abbett Alpha Strategy F Fund for 14.0 years
- Lord Abbett Alpha Strategy F Fund (ALFFX) has good short-term performance (1-year return -7.16% vs -7.74% Small Growth category median performance)
- Lord Abbett Alpha Strategy F Fund (ALFFX) has good mid-term performance (3-year return 7.62% vs 6.86% Small Growth category median performance)
- Lord Abbett Alpha Strategy F Fund (ALFFX) has good Long-term performance (5-year return 7.34% vs 7.01% Small Growth category median performance)
- Asset base in Lord Abbett Alpha Strategy F Fund (ALFFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Lord Abbett Alpha Strategy F Fund (ALFFX) has an annual stock turnover rate of 8.24% vs Small Growth average of 63.11%. It is good that Lord Abbett Alpha Strategy F management does not trade extensively for its return.
- Lord Abbett Alpha Strategy F Fund (ALFFX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.64, lower than category average of 15.82
- Lord Abbett Alpha Strategy F Fund (ALFFX) has a lower expense ratio than its Small Growth average: 0.10% vs 1.31%
What we are cautious about Lord Abbett Alpha Strategy F (ALFFX) Fund
Data for Lord Abbett Alpha Strategy F Fund (ALFFX) as of May 30, 2016
- Lord Abbett Alpha Strategy F Fund (ALFFX) ratio of up-years vs down years can be improved
- Lord Abbett Alpha Strategy F Fund (ALFFX) has a Morningstar rating of 3 and below
- Even though Lord Abbett Alpha Strategy F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
What do you think?
Compare with other top Small Growth category mutual funds
Aadditional top Small Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Lord Abbett Alpha Strategy F | 0.36 | -7.16 | 7.62 | 7.34 | |
Thrivent Small Cap Stock A (AASMX) | 5.33 | -2.12 | 8.13 | 6.23 | Compare |
Invesco Small Cap Growth A (GTSAX) | 2.31 | -6.34 | 9.44 | 9.20 | Compare |
Brown Advisory Small-Cap Growth Inv (BIASX) | 1.44 | 1.96 | 10.71 | 9.36 | Compare |
See top fund managers for Small Growth Category Funds
Compare with Small Growth category ETFs
Some Small Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | First Trust Small Cap Gr AlphaDEX ETF (FYC) | 2.08% | 0.72% | 8.41% | iShares S&P Small-Cap 600 Growth (IJT) | 3.38% | 0.39% | 10.55% | SPDR S&P 600 Small Cap Growth ETF (SLYG) | 3.30% | 0.18% | 10.49% | Vanguard S&P Small-Cap 600 Growth ETF (VIOG) | 2.78% | 0.08% | 10.38% | Vanguard Small-Cap Growth ETF (VBK) | 0 | 0 | 0 |
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Lord Abbett Alpha Strategy F (ALFFX) Fund Net Asset
Track net asset change of Lord Abbett Alpha Strategy F fund (ALFFX)
Date | Net Asset |
05/2016 | $1.17B |
03/2016 | $1.16B |
02/2016 | $1.09B |
Lord Abbett Alpha Strategy F (ALFFX) Fund Portfolio Allocation
Track portfolio allocation change of Lord Abbett Alpha Strategy F fund (ALFFX)
Date | Cash | Stock | Bond | Other |
03/2016 | 2.61% | 96.94% | 0% | 0.45% |
12/2015 | 3.11% | 96.72% | 0% | 0.17% |
09/2015 | 0% | 0% | 0% | 0% |
Top 10 Holdings in Lord Abbett Alpha Strategy F (ALFFX) Fund
Discover what Lord Abbett Alpha Strategy F Fund (ALFFX) manager is buying
Lord Abbett Value Opportunities I [20.34%] Lord Abbett International Opp I [20.24%] Lord Abbett Developing Growth I [19.17%] Lord Abbett Micro Cap Value I [10.45%] Lord Abbett Micro Cap Growth I [9.43%] | Lord Abbett Small Cap Value I [20.22%] Lord Abbett Value Opportunities I [20.17%] Lord Abbett Developing Growth I [19.29%] Lord Abbett Micro Cap Value I [10.26%] Lord Abbett Micro Cap Growth I [9.61%] |
Latest News on Lord Abbett Alpha Strategy F (ALFFX) Fund
See what is happening with Lord Abbett Alpha Strategy F Fund (ALFFX)
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See more information on Lord Abbett Alpha Strategy F (ALFFX) Fund
Popular pages on Lord Abbett Alpha Strategy F (ALFFX) Fund
- Lord Abbett Alpha Strategy F (ALFFX) Fund Research and Recommendation
- Lord Abbett Alpha Strategy F (ALFFX) Fund Performance Data
- Lord Abbett Alpha Strategy F (ALFFX) Fund Manager Information
- Historic Lord Abbett Alpha Strategy F (ALFFX) Fund Asset Allocation Report
- Historic Lord Abbett Alpha Strategy F (ALFFX) Fund Top 10 Holding Tracking
- Historic Lord Abbett Alpha Strategy F (ALFFX) Fund Asset Under Management Tracking