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Lord Abbett Alpha Strategy Fund Class A

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ALFAX

Lord Abbett Alpha Strategy Fund Class A

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  • Price (USD)28.87
  • Today's Change-0.32 / -1.10%
  • 1 Year change+15.57%
Data delayed at least 15 minutes, as of Feb 27 2026.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Small
Investment Style: Growth
Morningstar categorySmall Growth
Launch date18 Mar 1998
Price currencyUSD
DomicileUnited States
SymbolALFAX
Manager & start date
Giulio Martini
02 Nov 2015
Matthew DeCicco
01 Mar 2022
Jahiz Barlas
15 Sep 2023
Pricing frequencyDaily
Total net assets
629.09m USD
As of Jan 31 2026
Share class size
397.58m USD
As of Jan 31 2026
Net expense ratio1.47%
Front end load5.75%
Deferred load--
Maximum Redemption Fee--
Min. initial investment1,500.00
USD
Min. additional investment--
Initial IRA1,500.00
USD
Additional IRA--
Available for saleUnited States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
24.26%90.18%0.00%90.18%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Lord Abbett International Opportunities Fund Class I
LINYX		+34.49%20.11%
Lord Abbett Small Cap Value Fund Class I
LRSYX		+7.34%20.09%
Lord Abbett Value Opportunities Fund Class I
LVOYX		+4.35%20.07%
Lord Abbett Developing Growth Fund Class I
LADYX		+30.65%19.82%
Lord Abbett Focused Small Cap Value Fund Class I
LMVYX		+7.72%10.09%
Per cent of portfolio in top 5 holdings: 90.18%

Diversification

Asset type

Asset type

US stock73.90%
Non-US stock26.10%
US bond0.00%
Non-US bond0.00%
Cash0.00%
Other0.00%

Top 5 sectors

Industrials24.83%
Technology18.85%
Financial Services16.82%
Healthcare14.07%
Consumer Cyclical7.40%
Other17.77%

Top 5 regions

United States73.64%
Eurozone6.50%
Japan3.89%
Emerging Asia3.27%
United Kingdom3.18%
Other9.27%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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