Lord Abbett Alpha Strategy A
90 Hudson Street 11th Floor Jersey City NJ 07302
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Phone: 888-522-2388
| Category: | Small Blend | | Fund Family: | Lord Abbett | | Net Assets: | 257.44M | | Year-to-Date Return: | -37.88% | | Yield: | 4.47% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Mar-98 |
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Robert I. Gerber
Lead Manager since
10-Feb-06 | | | Gerber is a portfolio manager, director and partner of Lord Abbett, his employer since 1997. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The Fund invests in other mutual funds rather than directly in portfolio securities like stocks, bonds and money market instruments. It allocates its assets primarily to domestic equity securities by investing in a weighted combination of other funds managed by Lord, Abbett & Co. LLC that hold such instruments. The Fund selectively allocates its assets to foreign and multinational equity securities by investing in a weighted combination of other funds managed by Lord Abbett that hold such instruments. |
| Last Dividend
(21-Dec-07):
| 0.76 | | Last Cap Gain
(21-Dec-07):
| 1.49 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 94.90% |
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| Expense | ALFAX | Category
Avg | | Total Expense Ratio: | 0.35%
| 1.39% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$1,114 | $588 | | 5 Yr Expense Projection*: |
$1,536 | $963 | | 10 Yr Expense Projection*: |
$2,710 | $1,924 |
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2.51% Nasdaq 0.00%
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