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Lord Abbett Alpha Strategy Fund Class I: (MF: ALFYX)

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

$33.93 USD

+1.24 (3.79%)

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 23.30 35
3 months 22.17 33
6 months 23.30 35
1 Year 32.66 51
3 Year 16.64 42
5 Year 6.16 61
10 Year 11.39 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.58
Bull Market (2/09 - 3/21) 817.54

Load Adjusted Returns as of Jun 30, 2026

1 Year 32.66
5 Year 6.16
10 Year 11.39
Since Inception 9.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.92 22.17 NA NA
2025 -8.86 11.19 6.56 0.96
2024 7.43 -1.39 8.03 -0.81
2023 6.02 3.55 -6.47 11.17
2022 -10.94 -17.33 -3.99 8.57
2021 10.10 3.78 -2.42 3.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 23.309.0213.5114.16-23.2515.2426.4025.15-9.2220.859.51
% Total Return Rel to Index 7.44-9.19-11.50-12.08-5.04-13.438.00-6.33-4.82-0.94-2.41
% Total Return Rel to Peer 4.491.721.59-1.91-3.73-4.067.40-0.281.555.25-6.43
% Perf Quintile vs Peer* 2.003.002.004.004.004.002.003.003.002.004.00
% Dividends 0.000.000.090.070.130.480.410.000.320.000.00
% Yield 0.000.000.320.000.561.491.370.001.290.000.00
Capital Gains ($) 0.001.420.180.091.341.121.733.293.163.182.93
Expense Ratio 0.000.190.190.180.190.160.180.190.170.160.02

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