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Summary

Summary

What is the Alpha Strategy Fund ?

Goal of the fund

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Fund Basics

Total Net Assets
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Inception Date
Dividend Frequency
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Commentary

Equities: Where Are the Opportunities When Rates Are Falling?
June 18, 2019

If the U.S. economy continues to chug along at the same time as rates decline, both dividend growers and high-growth stocks may offer potential investment opportunity.

The Investment Conversation: The Growth Investing Playbook
May 16, 2019

In this podcast, investment strategist Brian Foerster discusses key considerations for growth equity investors—and Lord Abbett’s distinctive approach to the asset class.

More Encouraging Signs for Global Equities
May 8, 2019

Analyst earnings expectations have steadily become less negative, suggesting an inflection point for corporate profits may be near. Meanwhile, key global manufacturing indicators continue to improve.

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 09/30/2015

  • Lowe’s Companies, Inc., a home improvement retailer, is the portfolio’s largest overweight position, relative to its benchmark, the S&P 900® 10-Year Dividend Growth Index, as of September 30, 2015. Our view is that better service levels and merchandising likely will lead to improved margins and profit expansion that are not currently reflected in the stock price.
  • The portfolio also is overweight, relative to its benchmark, in Ace Ltd., a global insurance and reinsurance company. We believe that the stock is attractively priced relative to global insurance peers.  We also believe outperformance will be driven by the company’s superior underwriting and distribution driving top-line growth and an excellent balance sheet, providing a solid margin of safety for this high-quality stock.
  • 3M Co., a diversified technology company, is another overweight position, relative to the portfolio’s benchmark.  We believe price increases should outpace raw material costs, leading to improved margins. We also believe there will be additional tailwinds from disciplined merger and acquisition activity.

Dividends & Cap Gains

Dividends & Cap Gains

Fees & Expenses

Fees & Expenses

Fund Review

Fund Review

Market Review as of 12/31/2016

The U.S. equity market (as represented by the S&P 500® Index1) finished positive for the period. Donald Trump defeated Hillary Clinton to become the forty-fifth president of the United States and set up the markets for a strong post–election rally to finish off 2016 due to expectations for increased infrastructure spending and broad tax reform under the new administration. At its December meeting, the U.S. Federal Reserve (Fed) raised its benchmark interest rate for the second time in a decade, from a range of 0.25–0.50% to a range of 0.50–0.75%, and indicated that it was targeting three rate hikes in 2017. The unemployment rate edged higher, from 4.6% in November to 4.7% in December, and the U.S. economy added 156,000 jobs, missing an expected increase of 178,000 but showing a 2.9% annualized gain in hourly wages. A positive corporate earnings season also contributed to market performance during the quarter. Seventy-two percent of companies in the S&P 500 reported third-quarter earnings above their mean estimates, but just 55% of companies in the index reported third-quarter sales above their mean estimates.2 According to the third estimate from the Bureau of Economic Analysis,  U.S. real gross domestic product in the third quarter expanded by 3.5%,3 an upward revision from previous estimates, with a rise in nonresidential fixed investment, personal consumption expenditures, and state and local government spending as the primary contributors. The Fed noted that between early October and mid-November 2016, U.S. economic activity, as a whole, continued to expand in most districts around the country. The strong dollar was cited as a headwind to more robust demand for manufactured products in a few districts, due to exports becoming more expensive. Most districts reported higher retail sales, especially for apparel and furniture. In addition, some districts reported a tightening in labor market conditions and slight upward pressure on overall prices.4

International equities (as represented by the MSCI EAFE Index5) declined during the fourth quarter. The key themes during the quarter were the international ramifications from the U.S. election, the Italian constitutional referendum, and the OPEC oil output cut. The November election of Trump drove the Japanese yen sharply lower, resulting in a double-digit rally in Japan’s Nikkei to close out the year. The Mexican peso also has suffered significantly since the election, as Trump repeatedly threatened to build a border wall with Mexico and took aim at multinational exporters and free-trade agreements. In Italy, a referendum on constitutional reforms to make laws easier to pass was voted down, causing Prime Minister Matteo Renzi to submit his resignation. The Italian government also formed a €20 billion facility in December to provide stability to its banking sector after capital levels fell and bad debt rose at several Italian banks. Oil prices rose during the fourth quarter, as the Organization of Petroleum Exporting Countries reached a deal to reduce oil production for the first time since 2008.

The S&P 500 returned 3.82% during the fourth quarter. Of the 11 major sectors, the financials, energy, industrials, materials, and telecommunication services sectors outperformed the broader market. Value stocks6 outperformed growth stocks,7 while large-cap stocks8 lagged small-cap stocks.9

Fund Review

Fund Documents

Fund Documents

Fund Document Not Available.

Class A  Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Except as noted below, returns with sales charges reflect a maximum sales charge of 2.50%. There are also ongoing 12b-1 service and distribution fees.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

 

Except as noted below, returns with sales charges reflect a maximum sales charge of 2.50%. There are also ongoing 12b-1 service and distribution fees.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

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