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Lord Abbett Alpha Strategy Fd - Cl R2: (MF: ALFQX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 04:51 PM ET

$27.58 USD

+0.20 (0.73%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.48 52
3 months -9.30 68
6 months 10.64 48
1 Year 12.43 61
3 Year 14.82 45
5 Year 4.02 69
10 Year 8.84 64

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.98
Bull Market (2/09 - 3/21) 707.93

Load Adjusted Returns as of Sep 30, 2026

1 Year 12.43
5 Year 4.01
10 Year 8.84
Since Inception 7.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.75 22.00 -9.30 NA
2025 -8.96 10.97 6.40 0.84
2024 7.29 -1.58 7.90 -1.00
2023 5.91 3.37 -6.62 11.05
2022 -11.04 -17.44 -4.17 8.41
2021 9.97 3.58 -2.54 3.15

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.488.4012.7913.53-23.7114.5125.6124.46-9.7920.148.87
% Total Return Rel to Index -1.26-9.81-12.22-12.71-5.51-14.167.21-7.02-5.40-1.65-3.06
% Total Return Rel to Peer -0.041.100.86-2.54-4.19-4.796.61-0.970.974.54-7.07
% Perf Quintile vs Peer* 4.003.002.004.004.004.002.003.003.002.005.00
% Dividends 0.000.000.000.000.000.260.290.000.100.000.00
% Yield 0.000.000.000.000.010.891.060.000.440.000.00
Capital Gains ($) 0.001.420.180.091.341.121.733.293.163.182.93
Expense Ratio 0.780.790.790.780.790.760.780.790.770.760.62

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