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Lord Abbett Securities Trust - Alpha Strategy Fund Class A: (MF: ALFAX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 06:02 PM ET

$26.46 USD

-0.61 (-2.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.48 41
3 months 7.03 47
6 months 10.14 49
1 Year 21.56 29
3 Year 11.88 42
5 Year 3.86 68
10 Year 10.66 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 196.32
Bear Market (10/07 - 2/09) -52.81
Bull Market (2/09 - 3/21) 677.41

Load Adjusted Returns as of Feb 28, 2026

1 Year 2.87
5 Year 3.13
10 Year 8.15
Since Inception 7.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.89 11.11 6.46 0.93
2024 7.35 -1.45 7.96 -0.92
2023 5.98 3.51 -6.56 11.14
2022 -10.97 -17.37 -4.10 8.52
2021 10.05 3.68 -2.47 3.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.488.7813.1713.92-23.4514.9326.0824.82-9.4320.589.20
% Total Return Rel to Index 3.68-9.43-11.84-12.32-5.24-13.757.68-6.66-5.04-1.21-2.73
% Total Return Rel to Peer 0.491.481.24-2.15-3.93-4.387.09-0.611.344.98-6.74
% Perf Quintile vs Peer* 3.003.000.004.004.004.002.003.003.002.005.00
% Dividends 0.000.000.020.010.070.410.360.000.260.000.00
% Yield 0.000.000.090.000.311.311.220.001.040.000.00
Capital Gains ($) 0.001.420.180.091.341.121.733.283.163.182.92
Expense Ratio 0.000.440.440.430.440.410.430.440.520.410.27

* 1 = Top 20%, 5 = Bottom 20%