Lord Abbett Alpha Strategy C (alfcx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Lord Abbett Alpha Strategy C (ALFCX) Description: ALFCX is a mutual fund, which is an investment that owns a basket of assets. The ALFCX 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. ALFCXs minimum initial investment amount is $1000 while the IRA minimum is $250. ALFCXs expense ratio is roughly 1%. The latest ALFCXs front end load was 0% and the back end load was 1%. The Lord Abbett Alpha Strategy C (ALFCX) mutual fund falls under the small growth category. ALFCX focuses its investments in USA and ALFCX is not affiliated with a particular industry or fund sector. The Lord Abbett Alpha Strategy C (ALFCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ALFCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ALFCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of small-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 2000 Index. It may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.
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