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 12/31/2015

Total Net Assets
$1.19 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 -8.50% -7.44% 7.81% 6.99% 6.34% 6.40%
Lipper Category Avg. Small-Cap Core Funds -7.31% -8.75% 5.64% 6.56% 4.75% -
Blended Index -8.57% -8.62% 5.94% 6.79% 4.85% -
w/ sales charge -13.76% -12.78% 5.70% 5.73% 5.71% 6.04%

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 -1.06% -1.06% 13.16% 8.85% 8.33% 6.96%
Lipper Category Avg. Small-Cap Core Funds -5.15% -5.14% 10.51% 8.32% 6.36% -
Blended Index -2.85% -2.85% 11.31% 8.70% 6.69% -
w/ sales charge -6.76% -6.76% 10.95% 7.57% 7.69% 6.61%

Fund Expense Ratio :

Gross 1.63%

Net 1.35%

Investment Team

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

Partner & Chief Investment Officer

29 Years of Industry Experience

martini
Giulio Martini

Director of Strategic Asset Allocation

31 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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