ALFVX Mutual Fund

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 various sectors. Inception date: 2015-06-30.

ALFVX performance shows a YTD return of 16.33%. The 1-year return is 23.90% and the 5-year return is 5.29%. ALFVX dividend yield stands at 4.32%, paid annually.

ALFVX 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 ALFVX holdings, ALFVX sectors, or ALFVX dividends.

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