ALFVX Mutual Fund
ALFVX Mutual Fund
Lord Abbett Alpha Strategy Fund Class R6
ALFVX Mutual Fund Overview
ALFVX Mutual Fund (Lord Abbett Alpha Strategy Fund Class R6) is managed by Lord Abbett Family of Funds with $4.2M in net assets. ALFVX expense ratio is 1.13%, holding 6 positions across sectors including Unknown. Inception date: 2015-06-30.
ALFVX performance shows a YTD return of 22.09%. The 1-year return is 32.84% and the 5-year return is 6.18%. ALFVX dividend yield stands at 4.07%, paid annually.
ALFVX 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%). View all ALFVX holdings, sector breakdown, or dividend history.
ALFVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.