ALFQX Mutual Fund

ALFQX Mutual Fund (Lord Abbett Alpha Strategy Fund Class R2) is managed by Lord Abbett Family of Funds. ALFQX expense ratio is 1.82%, holding 6 positions across various sectors. Inception date: 2007-09-28.

ALFQX performance shows a YTD return of 15.87%. The 1-year return is 23.11% and the 5-year return is 4.58%. ALFQX dividend yield stands at 4.90%, paid annually.

ALFQX 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 ALFQX holdings, ALFQX sectors, or ALFQX dividends.

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