3 / 5 Stars
5 5 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#48 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 37.96 percent over the past year, 14.46 percent over the past three years, 26.66 percent over the past five years, and 11.59 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.0%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||11.6%|
The investment seeks long-term capital appreciation. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, the fund indirectly invests principally in the equity securities of U.S. and foreign small, mid-sized, and micro-cap companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
Fees are Average compared to funds in the same category.
Lord Abbett Alpha Strategy Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.