ALFTX Mutual Fund
ALFTX Mutual Fund
ALFTX Mutual Fund
Lord Abbett Alpha Strategy Fund Class R5
ALFTX Mutual Fund Overview
ALFTX Mutual Fund (Lord Abbett Alpha Strategy Fund Class R5) is managed by Lord Abbett Family of Funds. ALFTX expense ratio is 1.22%, holding 6 positions across various sectors. Inception date: 2015-06-30.
ALFTX performance shows a YTD return of 16.29%. The 1-year return is 23.82% and the 5-year return is 5.20%. ALFTX dividend yield stands at 4.36%, paid annually.
ALFTX 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 ALFTX holdings, ALFTX sectors, or ALFTX dividends.
ALFTX can be compared against other funds. Use ALFTX overlap to find shared positions, or ALFTX vs another fund for a side-by-side view. ALFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.