Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ALFRX Insights | ALFRX Score | ALFRX Performance | ALFRX News | ALFRX Allocation | ALFRX Holdings Change

Lord Abbett Alpha Strategy R3 (ALFRX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Alpha Strategy R3 (ALFRX) Fund

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

 

Graph of Lord Abbett Alpha Strategy R3 Fund (ALFRX) ManagerFund Manager - Robert I. Gerber

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: ALFAX  ALFBX  ALFCX  ALFFX  ALFQX  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 R3 Fund (ALFRX) ProfileLord Abbett Alpha Strategy R3 Fund (ALFRX) Profile

Fund Profile and Description

Lord Abbett Alpha Strategy R3 Fund seeks long-term capital appreciation. Lord Abbett Alpha Strategy R3 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 R3 (ALFRX) Fund Strength What we like about Lord Abbett Alpha Strategy R3 (ALFRX) Fund

Data for Lord Abbett Alpha Strategy R3 Fund (ALFRX) as of May 30, 2016

  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) management has been with Lord Abbett Alpha Strategy R3 Fund for 13.6 years
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) has good short-term performance (1-year return -7.52% vs -7.74% Small Growth category median performance)
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) has good mid-term performance (3-year return 7.20% vs 6.86% Small Growth category median performance)
  • Asset base in Lord Abbett Alpha Strategy R3 Fund (ALFRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) has an annual stock turnover rate of 8.24% vs Small Growth average of 63.11%. It is good that Lord Abbett Alpha Strategy R3 management does not trade extensively for its return.
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) 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 R3 Fund (ALFRX) has a lower expense ratio than its Small Growth average: 0.50% vs 1.31%

Lord Abbett Alpha Strategy R3 Fund (ALFRX) Weakness What we are cautious about Lord Abbett Alpha Strategy R3 (ALFRX) Fund

Data for Lord Abbett Alpha Strategy R3 Fund (ALFRX) as of May 30, 2016

  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) has a less-than-ideal Long-term performance (5-year return 6.92% vs 7.01% Small Growth category median performance)
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) ratio of up-years vs down years can be improved
  • Lord Abbett Alpha Strategy R3 Fund (ALFRX) has a Morningstar rating of 3 and below
  • Even though Lord Abbett Alpha Strategy R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Alpha Strategy R3 Fund (ALFRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Alpha Strategy R3 Fund (ALFRX)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 R30.20-7.527.206.92
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 R3 Fund (ALFRX)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 R3 Fund (ALFRX) Net Asset TrackingLord Abbett Alpha Strategy R3 (ALFRX) Fund Net Asset

Track net asset change of Lord Abbett Alpha Strategy R3 fund (ALFRX)

DateNet Asset
05/2016$1.17B
03/2016$1.16B
02/2016$1.09B
More historic net asset information on Lord Abbett Alpha Strategy R3 Fund (ALFRX)

  

Graph of Lord Abbett Alpha Strategy R3 Fund (ALFRX) Portfolio TrackingLord Abbett Alpha Strategy R3 (ALFRX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Alpha Strategy R3 fund (ALFRX)

DateCashStockBondOther
03/20162.61%96.94%0%0.45%
12/20153.11%96.72%0%0.17%
09/20152.69%95.92%0%1.39%
Click here to see more historic asset allocation information on Lord Abbett Alpha Strategy R3 Fund (ALFRX)

 

graph of Lord Abbett Alpha Strategy R3 Fund (ALFRX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Alpha Strategy R3 (ALFRX) Fund

Discover what Lord Abbett Alpha Strategy R3 Fund (ALFRX) 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
Lord Abbett International Opp I [20.62%]
Lord Abbett Small Cap Value I [20.27%]
Lord Abbett Value Opportunities I [20.17%]
Lord Abbett Developing Growth I [19.12%]
Lord Abbett Micro Cap Value I [10.42%]
Lord Abbett Micro Cap Growth I [9.39%]
Click here for Stock Holding Change Map in Lord Abbett Alpha Strategy R3 Fund (ALFRX)

  

Latest News on Lord Abbett Alpha Strategy R3 (ALFRX) Fund

See what is happening with Lord Abbett Alpha Strategy R3 Fund (ALFRX)

    No recent news

 

Lord Abbett Alpha Strategy R3 Fund (ALFRX) Related ResourcesSee more information on Lord Abbett Alpha Strategy R3 (ALFRX) Fund

Popular pages on Lord Abbett Alpha Strategy R3 (ALFRX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update