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Fund |
| Fund name: Lord Abbett Alpha A
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| Symbol: ALFAX
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Portfolio contains these types of investments:
Lord Abbett International A Lord Abbett Developing Growth A - Lord Abbett Small-Cap Value A
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Lord Abbett Alpha Series - Class A seeks long-term capital appreciation. The fund normally allocates assets by investing in three underlying mutual funds that primarily invest in small capitalization equity securities. It normally invests approximately 30% of assets in both the Lord Abbett Developing Growth Fund and the Lord Abbett Research Small Cap Fund. It invests the remaining assets in the Lord Abbett International Series. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads.
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Expenses
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| Annual expense ratio: 0.33
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 5.75
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Performance
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| Performance 3 Months: 4.99
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| Performance Year to Date: 2.32
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| Performance 12 Months: 17.9
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| Performance 3 Years: N/A
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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