ALFRX Mutual Fund

ALFRX Mutual Fund (Lord Abbett Alpha Strategy Fund Class R3) is managed by Lord Abbett Family of Funds. ALFRX expense ratio is 1.72%, holding 6 positions across various sectors. Inception date: 2007-09-28.

ALFRX performance shows a YTD return of 15.93%. The 1-year return is 23.22% and the 5-year return is 4.83%. ALFRX dividend yield stands at 4.83%, paid annually.

ALFRX 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%). Go to all ALFRX holdings, ALFRX sectors, or ALFRX dividends.

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