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 03/31/2016

Total Net Assets
$1.16 B
Inception Date
03/18/1998
Dividend Frequency
Annually
Fund Gross Expense Ratio
1.66%
Fund Net Expense Ratio
1.38%
Number of Underlying Funds
6

Fund Expense Ratio :

Gross 1.66%

Net 1.38%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge -2.06% -7.50% 7.94% 6.13% 6.29% 6.71%
Lipper Category Avg. Small-Cap Core Funds - - - - - -
Blended Index 0.56% -5.11% 7.47% 6.63% 5.31% -
w/ sales charge -7.68% -12.81% 5.83% 4.88% 5.66% 6.36%

Fund Expense Ratio :

Gross 1.66%

Net 1.38%

Fund Expense Ratio :

Gross 1.66%

Net 1.38%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 03/18/1998
w/o sales charge -2.69% -8.86% 7.75% 6.85% 6.61% 6.70%
Lipper Category Avg. Small-Cap Core Funds 0.63% -7.90% 6.63% 6.86% 5.26% -
Blended Index -1.21% -8.02% 6.90% 6.90% 5.20% -
w/ sales charge -8.28% -14.11% 5.64% 5.59% 5.98% 6.35%

Fund Expense Ratio :

Gross 1.66%

Net 1.38%

Investment Team

martini
Giulio Martini

Director of Strategic Asset Allocation

31 Years of Industry Experience

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

Partner & Chief Investment Officer

29 Years of Industry Experience

Robert A. Lee
Robert A. Lee

Partner & Deputy Chief Investment Officer

25 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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