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 16.29%. The 1-year return is 23.83% and the 5-year return is 5.21%. ALFYX dividend yield stands at 4.36%, paid annually.
ALFYX 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 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.