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 21.85%. The 1-year return is 38.87% and the 5-year return is 6.84%. ALFAX dividend yield stands at 4.31%, paid annually.

ALFAX top holdings include Lord Abbett Developing Growth Fund Inc (20.2%), Lord Abbett Small Cap Value Fund (20.1%), Lord Abbett Value Opportunities Fund (20.0%), Lord Abbett International Opportunities Fund (19.6%), Lord Abbett Micro Cap Growth Fund (10.2%). View all ALFAX holdings, sector breakdown, or dividend history.

ALFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.