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Lord Abbett Alpha Strategy Fund - Cl R3: (MF: ALFRX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 06:00 PM ET

$30.59 USD

+1.12 (3.80%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 22.97 39
3 months 22.01 34
6 months 22.97 39
1 Year 32.00 54
3 Year 16.05 49
5 Year 5.63 67
10 Year 10.83 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.90
Bull Market (2/09 - 3/21) 742.11

Load Adjusted Returns as of Jun 30, 2026

1 Year 31.99
5 Year 5.62
10 Year 10.83
Since Inception 8.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.78 22.01 NA NA
2025 -8.98 11.07 6.40 0.87
2024 7.30 -1.52 7.90 -0.95
2023 5.90 3.44 -6.60 11.04
2022 -11.03 -17.46 -4.14 8.48
2021 10.00 3.62 -2.55 3.22

Annual Return

20262025202420232022202120202019201820172016
% Total Return 22.978.5012.9313.60-23.6314.6525.7724.56-9.7020.288.96
% Total Return Rel to Index 7.18-9.71-12.09-12.63-5.43-14.027.37-6.92-5.31-1.51-2.97
% Total Return Rel to Peer 4.231.201.00-2.47-4.11-4.656.77-0.861.074.68-6.98
% Perf Quintile vs Peer* 2.003.002.004.004.004.002.003.003.002.005.00
% Dividends 0.000.000.000.000.010.330.300.000.180.000.00
% Yield 0.000.000.000.000.041.111.070.000.770.000.00
Capital Gains ($) 0.001.420.180.091.341.121.733.293.163.182.93
Expense Ratio 0.000.690.690.680.690.660.680.690.670.650.52

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