# Portfolio overlap — ALFRX vs LABYX

Comparing **Lord Abbett Alpha Strategy Fund** (2026-04-30) and **Lord Abbett Multi-Asset Balanced Opportunity Fund** (2026-02-28).

- Shared positions: 1
- Lord Abbett Alpha Strategy Fund covered by Lord Abbett Multi-Asset Balanced Opportunity Fund: 0.02510774097950283668716044702
- Lord Abbett Multi-Asset Balanced Opportunity Fund covered by Lord Abbett Alpha Strategy Fund: 0.02510774097950283668716044702

## Lord Abbett Alpha Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Lord Abbett Developing Growth Fund Inc | 0.202032 |  |
| Lord Abbett Small Cap Value Fund | 0.200525 |  |
| Lord Abbett Value Opportunities Fund | 0.200014 | ✓ |
| Lord Abbett International Opportunities Fund | 0.195698 |  |
| Lord Abbett Micro Cap Growth Fund | 0.101895 |  |
| Lord Abbett Focused Small Cap Value Fund | 0.099837 |  |

## Lord Abbett Multi-Asset Balanced Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Lord Abbett Core Fixed Income Fund | 0.213295 |  |
| Lord Abbett Dividend Growth Fund | 0.145136 |  |
| Lord Abbett Fundamental Equity Fund | 0.129264 |  |
| Lord Abbett Growth Leaders Fund | 0.100868 |  |
| Lord Abbett Affiliated Fund Inc | 0.095520 |  |
| Lord Abbett High Yield Fund | 0.059321 |  |
| Lord Abbett Core Plus Bond Fund | 0.054596 |  |
| Lord Abbett International Equity Fund | 0.049608 |  |
| Lord Abbett International Value Fund | 0.044750 |  |
| LA-S/D H/Y-I | 0.039436 |  |
| Lord Abbett Value Opportunities Fund | 0.025108 | ✓ |
| LORD ABBETT PVT CR FUND 1 LP | 0.021444 |  |
| Lord Abbett Ultra Short Bond Fund | 0.018912 |  |
| WORLDCLIMATE PARI MAR26 | 0.001990 |  |
| FIXED INC CLEARING CORP.REPO | 0.000699 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000051 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068157` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068157/0001410368-26-068157-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041321` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/911507/000141036826041321/0001410368-26-041321-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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