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 15.90%. The 1-year return is 18.78% and the 5-year return is 4.49%. ALFAX dividend yield stands at 4.58%, paid annually.

ALFAX top holdings include Lord Abbett Small Cap Value Fund (20.8%), Lord Abbett Value Opportunities Fund (20.1%), Lord Abbett Developing Growth Fund Inc (19.2%), Lord Abbett International Opportunities Fund (19.1%), Lord Abbett Micro Cap Growth Fund (10.5%). 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.