ALFAX Rating, Research - Lord Abbett Alpha Strategy A

Lord Abbett Alpha Strategy A (alfax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the alfax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lord Abbett Alpha Strategy A (ALFAX) Description: ALFAX is a mutual fund, which is an investment that owns a basket of assets. The ALFAX mutual fund was provided by Lord Abbett and this investment vehicle derives the majority of its value from equity holdings (stocks). Lord Abbetts mutual fund has a medium management tenure and is in the average fund size classification. ALFAXs minimum initial investment amount is $1000 while the IRA minimum is $250. ALFAXs expense ratio is roughly 0%. The latest ALFAXs front end load was 6% and the back end load was 0%. The Lord Abbett Alpha Strategy A (ALFAX) mutual fund falls under the small growth category. ALFAX focuses its investments in USA and ALFAX is not affiliated with a particular industry or fund sector. The Lord Abbett Alpha Strategy A (ALFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ALFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ALFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) (generally, common and preferred stocks (see stock research)). It focuses its investments in securities of small- and medium-capitalization companies pursuant to its investment objective, but has historically invested substantially all of its assets in the securities of U.S. small-capitalization companies. The fund typically invests in companies with capitalizations that are within the range of capitalizations of companies in the Russell 2000 Index.

Management Analysis Update

Performance Analysis Update