ALFKX Mutual Fund

ALFKX Mutual Fund (Lord Abbett Alpha Strategy Fund Class R4) is managed by Lord Abbett Family of Funds with $3.6M in net assets. ALFKX expense ratio is 1.47%, holding 6 positions across various sectors. Inception date: 2015-06-30.

ALFKX performance shows a YTD return of 15.91%. The 1-year return is 18.77% and the 5-year return is 4.49%. ALFKX dividend yield stands at 4.59%, paid annually.

ALFKX 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 ALFKX holdings, ALFKX sectors, or ALFKX dividends.

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