Lord Abbett Alpha Strategy retains a Morningstar Analyst Rating of Neutral across all share classes as its underlying funds offer mixed value.
Will ALFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALFAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ALFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ALFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.