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ALFYX Lord Abbett Alpha Strategy I

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Fund ALFYX Lord Abbett Alpha Strategy I VTWG Vanguard Russell 2000 Growth ETF PRDSX T. Rowe Price QM US Small-Cap Gr Eq  
100% 85% 88%
Annual Fees
(1.36% Exp. Ratio)
(0.20% Exp. Ratio)
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$34,135.95 $48,477.06 $40,210.84
Est. savings over 30 yrs +$14,341.12 +$6,074.90
As of 9/30/16
1 YR RETURN 9.79%
3 YR 6.09%
5 YR 14.84%
10 YR 8.39%
1 YR RETURN 12.22%
3 YR 6.62%
5 YR 16.14%
10 YR --
1 YR RETURN 12.10%
3 YR 8.47%
5 YR 17.59%
10 YR 10.33%
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 to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the Russell 2000® Growth Index. The index is designed to measure the performance of small-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
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.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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