ALFAX Mutual Fund

ALFAX Mutual Fund (Lord Abbett Alpha Strategy Fund Class A) is managed by Lord Abbett Family of Funds. ALFAX expense ratio is 1.47%, holding 6 positions across various sectors. Inception date: 1998-03-18.

ALFAX performance shows a YTD return of 16.08%. The 1-year return is 23.50% and the 5-year return is 4.94%. ALFAX dividend yield stands at 4.57%, paid annually.

ALFAX top holdings include Lord Abbett Developing Growth Fund Inc (21.1%), Lord Abbett Small Cap Value Fund (19.7%), Lord Abbett Value Opportunities Fund (19.4%), Lord Abbett International Opportunities Fund (18.9%), Lord Abbett Micro Cap Growth Fund (10.9%). Go to all ALFAX holdings, ALFAX sectors, or ALFAX dividends.

ALFAX can be compared against other funds. Use ALFAX overlap to find shared positions, or ALFAX vs another fund for a side-by-side view. ALFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.