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 05/29/2015

Total Net Assets
$1.34 B
Inception Date
03/18/1998
Dividend Frequency
Annually
Fund Gross Expense Ratio
1.63%
Fund Net Expense Ratio
1.35%
Number of Underlying Funds
6

Fund Expense Ratio :

Gross 1.63%

Net 1.35%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge 7.63% 6.63% 19.09% 16.74% 10.84% 7.70%
Lipper Category Avg. Small-Cap Core Funds - - - - - -
Blended Index 5.47% 5.36% 17.46% 16.40% 8.37% -
w/ sales charge 1.43% 0.51% 16.77% 15.36% 10.19% 7.33%

Fund Expense Ratio :

Gross 1.63%

Net 1.35%

Fund Expense Ratio :

Gross 1.63%

Net 1.35%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge 7.63% 6.63% 19.09% 16.74% 10.84% 7.70%
Lipper Category Avg. Small-Cap Core Funds - - - - - -
Blended Index 5.47% 5.36% 17.46% 16.40% 8.37% -
w/ sales charge 1.43% 0.51% 16.77% 15.36% 10.19% 7.33%

Fund Expense Ratio :

Gross 1.63%

Net 1.35%

Investment Team

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

Partner & Chief Investment Officer

28 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

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