ALFYX Mutual Fund
ALFYX Mutual Fund
ALFYX Mutual Fund
Lord Abbett Alpha Strategy Fund Class I
ALFYX Mutual Fund Overview
ALFYX Mutual Fund (Lord Abbett Alpha Strategy Fund Class I) is managed by Lord Abbett Family of Funds with $85.1M in net assets. ALFYX expense ratio is 1.22%, holding 6 positions across various sectors. Inception date: 2004-10-19.
ALFYX performance shows a YTD return of 16.12%. The 1-year return is 19.09% and the 5-year return is 4.75%. ALFYX dividend yield stands at 4.36%, paid annually.
ALFYX top holdings include Lord Abbett Small Cap Value Fund (20.8%), Lord Abbett Value Opportunities Fund (20.1%), Lord Abbett Developing Growth Fund Inc (19.2%), Lord Abbett International Opportunities Fund (19.1%), Lord Abbett Micro Cap Growth Fund (10.5%). Go to all ALFYX holdings, ALFYX sectors, or ALFYX dividends.
ALFYX can be compared against other funds. Use ALFYX overlap to find shared positions, or ALFYX vs another fund for a side-by-side view. ALFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.