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Lord Abbett Securities Trust Alpha Strategy Fund Class C: (MF: ALFCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$18.63 USD
+0.15 (0.81%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in March 1998 and is managed by Lords Abbett and Co. The fund's objective is long-term capital appreciation. The fund invests in other mutual funds rather than directly in portfolio securities like stocks, bonds, and money market instruments. The fund uses an asset allocation investment process by investing in three funds managed by Lord Abbett and Co. i.e. 40% in International Fund, 30% in Small Cap Value Fund and 30% in Developing Growth Fund. The fund generally focuses on small companies and international companies. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Lord Abbett Alpha Strategy C | ALFCX | NA | NA | 1.00 | 1.00 | 0.10 | 1.18 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Alpha Strategy A | ALFAX | 24.38 | 3/18/1998 | 0.00 | 9.86 | -2.42 | 6.88 |
| Lord Abbett Alpha Strategy C | ALFCX | 18.63 | 3/18/1998 | 0.00 | 9.04 | -3.14 | 6.09 |
| Lord Abbett Alpha Strategy I | ALFYX | 25.60 | 7/1/2005 | 0.00 | 10.15 | -2.18 | 7.16 |
| Lord Abbett Alpha Strategy F | ALFFX | 24.91 | 9/28/2007 | 0.00 | 10.04 | -2.26 | 7.06 |
| Lord Abbett Alpha Strategy R2 | ALFQX | 23.11 | 9/28/2007 | 0.00 | 9.50 | -2.76 | 6.51 |
| Lord Abbett Alpha Strategy R3 | ALFRX | 23.37 | 9/28/2007 | 0.00 | 9.59 | -2.67 | 6.62 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Lord Abbett Alpha Strategy C | ALFCX | 1500 | 0 | 0 | A |
Contact Information
| Family | Lord Abbett |
| Address | 90 Hudson St 10th Flr Jersey City, NJ 07302 |
| Phone | 888 522-2388 |