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ALFYX Lord Abbett Alpha Strategy I

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Fund ALFYX Lord Abbett Alpha Strategy I PRDSX T. Rowe Price QM US Small-Cap Gr Eq PRNHX T. Rowe Price New Horizons  
Similarity
?
100% 88% 85%
Annual Fees
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$143.59
(1.36% Exp. Ratio)
$86.58
(0.82% Exp. Ratio)
$83.41
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,827.02 $39,846.94 $40,210.12
Est. savings over 30 yrs +$6,019.92 +$6,383.10
Return
As of 11/30/16
1 YR RETURN 5.41%
3 YR 4.60%
5 YR 12.33%
10 YR 7.62%
1 YR RETURN 7.36%
3 YR 7.28%
5 YR 14.70%
10 YR 10.06%
1 YR RETURN 6.44%
3 YR 7.74%
5 YR 15.94%
10 YR 10.95%
Description
The investment seeks long-term capital appreciation. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, it indirectly invests principally in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small-cap U.S. growth companies. While most assets will typically be invested in U.S. equity securities, the fund may invest up to 10% of its net assets in foreign stocks, including securities of emerging market issuers.
The investment seeks long-term capital growth. The fund invests primarily in a diversified group of small, emerging growth companies, preferably early in their corporate life cycle before the companies become widely recognized by the investment community. The fund may also invest in companies that offer the possibility of accelerating earnings growth because of rejuvenated management, new products, or structural changes in the economy.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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