Lord Abbett Alpha Strategy Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.56 percent over the past year, 12.57 percent over the past three years, 18.29 percent over the past five years, and 10.35 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.5%
1 Year 24.6%
3 Years (Annualized) 12.6%
5 Years (Annualized) 18.3%
10 Years (Annualized) 10.4%

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Summary

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

Fees are Above Average compared to funds in the same category.
Lord Abbett Alpha Strategy Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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