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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

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

 

Graph of Lord Abbett Alpha Strategy F Fund (ALFFX) ManagerFund 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

 

Graph of Lord Abbett Alpha Strategy F Fund (ALFFX) ProfileLord 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.

 

Lord Abbett Alpha Strategy F (ALFFX) Fund Strength 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%

Lord Abbett Alpha Strategy F Fund (ALFFX) Weakness 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

 

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Compare Lord Abbett Alpha Strategy F Fund (ALFFX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Alpha Strategy F0.36-7.167.627.34
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Lord Abbett Alpha Strategy F Fund (ALFFX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree 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)000

 

Graph of Lord Abbett Alpha Strategy F Fund (ALFFX) Net Asset TrackingLord Abbett Alpha Strategy F (ALFFX) Fund Net Asset

Track net asset change of Lord Abbett Alpha Strategy F fund (ALFFX)

DateNet 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)

  

Graph of Lord Abbett Alpha Strategy F Fund (ALFFX) Portfolio TrackingLord Abbett Alpha Strategy F (ALFFX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Alpha Strategy F fund (ALFFX)

DateCashStockBondOther
03/20162.61%96.94%0%0.45%
12/20153.11%96.72%0%0.17%
09/20150%0%0%0%
Click here to see more historic asset allocation information on Lord Abbett Alpha Strategy F Fund (ALFFX)

 

graph of Lord Abbett Alpha Strategy F Fund (ALFFX) Top 10 Position TrackingTop 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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Lord Abbett Alpha Strategy F Fund (ALFFX) Related ResourcesSee more information on Lord Abbett Alpha Strategy F (ALFFX) Fund

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