ALFAX (Lord Abbett Alpha;A)
Net Asset Value: 24.92
1-Day Return:
-0.05 (-0.20%)
YTD Return as of 2/9/12:
10.61%
Classification: Small-Cap Core Objective: Small-Cap Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
- li>
- li>
- li>
- li>
- li>
Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 10.61 | 0.73 | 23.34 | 3.71 | 9.45 |
| Classification | 10.77 | 3.17 | 22.80 | 1.94 | 7.46 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 58 | 78 | 42 | 23 | 12 |
Fund Stats
More| Investment Objective: | Small-Cap |
|---|---|
| Net Assets ($Mil) | 432.10 |
| Inception Date: | 3/18/98 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.28% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Lord Abbett Small-cap Value Series;i | NA | 20.09 |
| Lord Abbett Developing Growth Fund;i | NA | 20.01 |
| Lord Abbett International Opportunities Fund;i | NA | 19.58 |
| Lord Abbett Value Opportunities Fund;i | NA | 10.31 |
| Lord Abbett Micro-cap Growth Fund;i | NA | 10.23 |
| Lord Abbett Small-cap Blend;i | NA | 10.14 |
| Lord Abbett Micro-cap Value Fund;i | NA | 9.69 |
| % of Total Holdings | 100.05 | |
![[sm0212smart]](http://s.wsj.net/public/resources/images/PF-AB863_sm0212_C_20120118122431.jpg)
![[smfineprint]](http://s.wsj.net/public/resources/images/PF-AB821_smfine_C_20120111122044.jpg)
![[sm0212funds]](http://s.wsj.net/public/resources/images/PF-AB839_sm0212_C_20120113140400.jpg)
![[sm0212ten]](http://s.wsj.net/public/resources/images/PF-AB840_sm0212_C_20120117120334.jpg)