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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Fund Manager - Robert I. Gerber

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar 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

See Lord Abbett Alpha Strategy F Fund (ALFFX) performance details as of May 30, 2016

 

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

 

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

More historic net asset information on Lord Abbett Alpha Strategy F Fund (ALFFX)

  

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%

Click here to see more historic asset allocation information on Lord Abbett Alpha Strategy F Fund (ALFFX)

 

Top 10 Holdings in Lord Abbett Alpha Strategy F (ALFFX) Fund

Discover what Lord Abbett Alpha Strategy F Fund (ALFFX) manager is buying

Mar 30, 2016 Lord Abbett Small Cap Value I [20.4%] 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%]

Dec 30, 2015 Lord Abbett International Opp I [20.44%] 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%]

Sep 29, 2015

Click here for Stock Holding Change Map in Lord Abbett Alpha Strategy F Fund (ALFFX)

  

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