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
w/o sales charge 7.06% 11.24% 20.11% 15.44% 11.18% 7.70%
Lipper Category Avg. Small-Cap Core Funds 3.24% 7.86% 17.90% 14.04% 8.37% -
Blended Index 5.03% 9.98% 19.18% 14.71% 8.71% -
w/ sales charge 0.89% 4.84% 17.76% 14.08% 10.53% 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
w/o sales charge 5.64% 5.93% 15.49% 13.96% 10.95% 7.69%
Lipper Category Avg. Small-Cap Core Funds 3.73% 6.33% 14.74% 13.56% 8.41% -
Blended Index 4.34% 6.59% 15.36% 13.73% 8.64% -
w/ sales charge -0.45% -0.16% 13.24% 12.62% 10.30% 7.32%

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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