Lord Abbett Alpha Fund Quote
| ALFVX Fund | USD 25.19 0.18 0.71% |
PerformanceVery Weak
| Odds Of DistressLow
|
Lord Abbett is trading at 25.19 as of the 19th of March 2025; that is 0.71% down since the beginning of the trading day. The fund's open price was 25.37. Lord Abbett has about a 23 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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
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Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Funds, Small Growth Funds, Small Growth, Lord Abbett (View all Sectors) |
| Update Date | 31st of March 2025 |
Lord Abbett Alpha [ALFVX] is traded in USA and was established 19th of March 2025. 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 1.21% with the current yeild of 0.0%, while the total return for the last 3 years was 3.01%.
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
| LADYX | Lord Abbett Developing | Mutual Fund | Small Growth | |
| LINYX | Lord Abbett International | Mutual Fund | Foreign Small/Mid Blend | |
| LMIYX | Lord Abbett Micro Cap | Mutual Fund | Small Growth | |
| LMVYX | Lord Abbett Micro Cap | Mutual Fund | Small Value | |
| LRSYX | Small Cap Value Series | Mutual Fund | Small Value | |
| LVOYX | Lord Abbett Value | Mutual Fund | Mid-Cap Blend |
Lord Abbett Alpha Risk Profiles
| Mean Deviation | 0.9099 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.33 | |||
| Risk Adjusted Performance | (0.15) |
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.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |