Lord Abbett Alpha Fund Quote

ALFRX Fund  USD 23.16  0.11  0.48%   


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Very Weak

Odds Of Distress

Less than 22

Lord Abbett is trading at 23.16 as of the 19th of June 2024; that is 0.48 percent increase since the beginning of the trading day. The fund's open price was 23.05. Lord Abbett has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Lord Abbett Alpha are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of May 2024 and ending today, the 19th of June 2024. Click here to learn more.
The fund is a fund of funds that invests in affiliated mutual funds managed by Lord Abbett. Under normal conditions, through the underlying funds, it indirectly invests in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies. More on Lord Abbett Alpha

Moving together with Lord Mutual Fund

  0.68ELMFX Lord Abbett TrustPairCorr
  0.72ELMCX Lord Abbett TrustPairCorr
  0.85LFSFX Lord Abbett FocusedPairCorr

Lord Mutual Fund Highlights

Fund ConcentrationLord Abbett Funds, Large Funds, Small Growth Funds, Small Growth, Lord Abbett (View all Sectors)
Update Date30th of June 2024
Lord Abbett Alpha [ALFRX] is traded in USA and was established 19th of June 2024. Lord Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Lord Abbett family. This fund presently has accumulated 1.16 B in assets under management (AUM) with no minimum investment requirementsLord Abbett Alpha is currently producing year-to-date (YTD) return of 4.58%, while the total return for the last 3 years was -2.53%.
Check Lord Abbett Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lord Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lord Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lord Abbett Alpha Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Lord Abbett Alpha Mutual Fund Constituents

LINYXLord Abbett InternationalMutual FundForeign Small/Mid Blend
LMIYXLord Abbett Micro CapMutual FundSmall Growth
LMVYXLord Abbett Micro CapMutual FundSmall Value
LRSYXSmall Cap Value SeriesMutual FundSmall Value
LVOYXLord Abbett ValueMutual FundMid-Cap Blend
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Lord Abbett Alpha Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lord Abbett market risk premium is the additional return an investor will receive from holding Lord Abbett long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lord Abbett. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lord Abbett's alpha and beta are two of the key measurements used to evaluate Lord Abbett's performance over the market, the standard measures of volatility play an important role as well.

Lord Abbett Against Markets

Other Information on Investing in Lord Mutual Fund

Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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