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Lord Abbett Intl Core Equity B (LICBX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Intl Core Equity B (LICBX) Fund

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Graph of Lord Abbett Intl Core Equity B Fund (LICBX) ManagerFund Manager - Frederick J. Ruvkun

Fund Manager Information

Fund Manager Tenure: 3.4 years
Similar Funds: LICAX  LICCX  LICFX  LICPX  LICQX  LICRX  LICYX 
Fund Family: Lord Abbett
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Lord Abbett Intl Core Equity B Fund (LICBX) ProfileLord Abbett Intl Core Equity B Fund (LICBX) Profile

Fund Profile and Description

Lord Abbett Intl Core Equity B Fund seeks long-term capital appreciation. Lord Abbett Intl Core Equity B Fund primarily invests in a diversified portfolio of equity securities of large foreign companies that the adviser believes are under normal circumstances. It diversifies its investments among a number of different countries throughout the world and invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of large companies. A large company is defined as a company included among the largest 80% of companies in terms of market capitalization in the MSCI EAFE Index.

 

Lord Abbett Intl Core Equity B (LICBX) Fund Strength What we like about Lord Abbett Intl Core Equity B (LICBX) Fund

Data for Lord Abbett Intl Core Equity B Fund (LICBX) as of May 30, 2016

  • Lord Abbett Intl Core Equity B Fund (LICBX) management has been with Lord Abbett Intl Core Equity B Fund for 3.4 years
  • Lord Abbett Intl Core Equity B Fund (LICBX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Intl Core Equity B Fund (LICBX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.86, lower than category average of 12.81

Lord Abbett Intl Core Equity B Fund (LICBX) Weakness What we are cautious about Lord Abbett Intl Core Equity B (LICBX) Fund

Data for Lord Abbett Intl Core Equity B Fund (LICBX) as of May 30, 2016

  • Lord Abbett Intl Core Equity B Fund (LICBX) has a less-than-ideal short-term performance (1-year return -11.03% vs -10.09% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity B Fund (LICBX) has a less-than-ideal mid-term performance (3-year return -0.96% vs 1.82% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity B Fund (LICBX) has a less-than-ideal Long-term performance (5-year return -0.94% vs 1.53% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity B Fund (LICBX) has a Morningstar rating of 3 and below
  • Lord Abbett Intl Core Equity B Fund (LICBX) has an annual stock turnover rate of 62.15% that is higher than the Foreign Large Blend average of 44.90%. This could mean Lord Abbett Intl Core Equity B is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Intl Core Equity B Fund (LICBX) does not have a good risk adjusted return as its 3-year Alpha of -1.19 is worse than category average of 0.9, and its 3-year Sharpe ratio is -0.03
  • Lord Abbett Intl Core Equity B Fund (LICBX) has a higher expense ratio of 1.83% than its Foreign Large Blend average of 1.14%
  • Lord Abbett Intl Core Equity B Fund (LICBX) carries a 5% load
See Lord Abbett Intl Core Equity B Fund (LICBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Intl Core Equity B Fund (LICBX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Intl Core Equity B-2.23-11.03-0.96-0.94
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Lord Abbett Intl Core Equity B Fund (LICBX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Lord Abbett Intl Core Equity B Fund (LICBX) Net Asset TrackingLord Abbett Intl Core Equity B (LICBX) Fund Net Asset

Track net asset change of Lord Abbett Intl Core Equity B fund (LICBX)

DateNet Asset
05/2016$506.30M
03/2016$509.63M
02/2016$488.50M
More historic net asset information on Lord Abbett Intl Core Equity B Fund (LICBX)

  

Graph of Lord Abbett Intl Core Equity B Fund (LICBX) Portfolio TrackingLord Abbett Intl Core Equity B (LICBX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Intl Core Equity B fund (LICBX)

DateCashStockBondOther
03/20161.7%98.3%0%0%
12/20150%98.6%0%1.4%
09/20155.23%94.77%0%0%
Click here to see more historic asset allocation information on Lord Abbett Intl Core Equity B Fund (LICBX)

 

graph of Lord Abbett Intl Core Equity B Fund (LICBX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Intl Core Equity B (LICBX) Fund

Discover what Lord Abbett Intl Core Equity B Fund (LICBX) manager is buying

Mar 30, 2016
ROCHE HLDG AG DIV RT [2.68%]
Daimler AG [2.42%]
Renault SA [2.13%]
SX5E/AXA BANQUE 25 [2.12%]
AstraZeneca PLC [2.06%]
Siemens AG [1.95%]
British American Tobacco PLC [1.91%]
Carnival PLC [1.78%]
ANHEUSER-BUSCH INBEV [1.77%]
Bank Negara Indonesia (Persero) Tbk Class B [1.52%]

Dec 30, 2015
HEINEKEN HOLDING NV [2.41%]
Danone [2.28%]
Imperial Tobacco Group PLC [2.28%]
HONDA MOTOR CO LTD [2.13%]
ROCHE HLDG AG DIV RT [2.02%]
NOVARTIS AG BASL [2%]
Teva Pharmaceutical Industries [1.95%]
Snam SpA [1.87%]
ITV PLC [1.86%]

Sep 29, 2015
HEINEKEN HOLDING NV [2.64%]
Imperial Tobacco Group PLC [2.23%]
SUMITOMO MITSUI FINL [2.15%]
NOVARTIS AG BASL [2.09%]
Snam SpA [2.04%]
Danone [1.95%]
ROCHE HLDG AG DIV RT [1.91%]
Safran SA [1.91%]
Fresenius SE & Co KGaA [1.79%]
Berkeley Group Holdings (The) PLC [1.79%]
Click here for Stock Holding Change Map in Lord Abbett Intl Core Equity B Fund (LICBX)

  

Latest News on Lord Abbett Intl Core Equity B (LICBX) Fund

See what is happening with Lord Abbett Intl Core Equity B Fund (LICBX)

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Lord Abbett Intl Core Equity B Fund (LICBX) Related ResourcesSee more information on Lord Abbett Intl Core Equity B (LICBX) Fund

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