What is the Alpha Strategy Fund ?

The Fund seeks to deliver long-term growth of capital by investing primarily in Lord Abbett Funds that invest in stocks of smaller and mid-sized U.S. and international companies.

Fund Basicsas of 01/30/2015

Total Net Assets
$1.25 B
Inception Date
03/18/1998
Dividend Frequency
Annually
Fund Gross Expense Ratio
1.66%
Fund Net Expense Ratio
1.37%
Number of Underlying Funds
6

Fund Expense Ratio :

Gross 1.66%

Net 1.37%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge -2.20% 2.14% 14.74% 14.81% 10.14% 7.28%
Lipper Category Avg. Small-Cap Core Funds -3.65% 3.65% 13.71% 14.32% 7.61% -
Blended Index -2.79% 3.48% 14.55% 14.70% 7.80% -
w/ sales charge -7.83% -3.74% 12.49% 13.46% 9.49% 6.90%

Fund Expense Ratio :

Gross 1.66%

Net 1.37%

Fund Expense Ratio :

Gross 1.66%

Net 1.37%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge 2.90% 2.90% 18.13% 14.40% 10.18% 7.46%
Lipper Category Avg. Small-Cap Core Funds 3.85% 3.85% 17.64% 14.41% 7.69% -
Blended Index 3.69% 3.69% 18.34% 14.55% 7.73% -
w/ sales charge -3.02% -3.02% 15.83% 13.05% 9.53% 7.08%

Fund Expense Ratio :

Gross 1.66%

Net 1.37%

Investment Team

Robert I. Gerber
Robert I. Gerber, Ph.D.

Partner & Chief Investment Officer

27 Years of Industry Experience

Related product
The Fund seeks to deliver long-term growth of capital with current monthly income by investing primarily in Lord Abbett Funds that invest in a wide variety of U.S. stocks and bonds along with select international securities.
Fund Performance Details next tab

Contact a Representative