ALFOX Mutual Fund

ALFOX Mutual Fund (Lord Abbett Alpha Strategy Fund Class F3) is managed by Lord Abbett Family of Funds. ALFOX expense ratio is 1.13%, holding 6 positions across various sectors. Inception date: 2017-04-04.

ALFOX performance shows a YTD return of 16.34%. The 1-year return is 23.91% and the 5-year return is 5.29%. ALFOX dividend yield stands at 4.32%, paid annually.

ALFOX 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 ALFOX holdings, ALFOX sectors, or ALFOX dividends.

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