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Lord Abbett Intl Core Equity R2 (LICQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Intl Core Equity R2 (LICQX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Intl Core Equity R2 Fund (LICQX) ManagerFund Manager - Didier O. Rosenfeld

Fund Manager Information

Fund Manager Tenure: 3.0 years
Similar Funds: LICAX  LICBX  LICCX  LICFX  LICPX  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 R2 Fund (LICQX) ProfileLord Abbett Intl Core Equity R2 Fund (LICQX) Profile

Fund Profile and Description

Lord Abbett Intl Core Equity R2 Fund seeks long-term capital appreciation. Lord Abbett Intl Core Equity R2 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 R2 (LICQX) Fund Strength What we like about Lord Abbett Intl Core Equity R2 (LICQX) Fund

Data for Lord Abbett Intl Core Equity R2 Fund (LICQX) as of May 30, 2016

  • Lord Abbett Intl Core Equity R2 Fund (LICQX) management has been with Lord Abbett Intl Core Equity R2 Fund for 3.0 years
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.85, lower than category average of 12.81

Lord Abbett Intl Core Equity R2 Fund (LICQX) Weakness What we are cautious about Lord Abbett Intl Core Equity R2 (LICQX) Fund

Data for Lord Abbett Intl Core Equity R2 Fund (LICQX) as of May 30, 2016

  • Lord Abbett Intl Core Equity R2 Fund (LICQX) has a less-than-ideal short-term performance (1-year return -10.64% vs -10.09% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) has a less-than-ideal mid-term performance (3-year return -0.54% vs 1.82% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) has a less-than-ideal Long-term performance (5-year return -0.53% vs 1.53% Foreign Large Blend category median performance)
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) ratio of up-years vs down years can be improved
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) has a Morningstar rating of 3 and below
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) 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 R2 is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) does not have a good risk adjusted return as its 3-year Alpha of -0.77 is worse than category average of 0.9, and its 3-year Sharpe ratio is 0
  • Lord Abbett Intl Core Equity R2 Fund (LICQX) has a higher expense ratio of 1.43% than its Foreign Large Blend average of 1.14%
  • Even though Lord Abbett Intl Core Equity R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Intl Core Equity R2 Fund (LICQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Intl Core Equity R2 Fund (LICQX)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 R2-1.98-10.64-0.54-0.53
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 R2 Fund (LICQX)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 R2 Fund (LICQX) Net Asset TrackingLord Abbett Intl Core Equity R2 (LICQX) Fund Net Asset

Track net asset change of Lord Abbett Intl Core Equity R2 fund (LICQX)

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 R2 Fund (LICQX)

  

Graph of Lord Abbett Intl Core Equity R2 Fund (LICQX) Portfolio TrackingLord Abbett Intl Core Equity R2 (LICQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Intl Core Equity R2 fund (LICQX)

DateCashStockBondOther
03/20161.7%98.3%0%0%
12/20152.08%96.55%0%1.37%
09/20155.23%94.77%0%0%
Click here to see more historic asset allocation information on Lord Abbett Intl Core Equity R2 Fund (LICQX)

 

graph of Lord Abbett Intl Core Equity R2 Fund (LICQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Intl Core Equity R2 (LICQX) Fund

Discover what Lord Abbett Intl Core Equity R2 Fund (LICQX) 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 [2.36%]
Danone [2.24%]
Imperial Tobacco Group PLC [2.23%]
HONDA MOTOR CO LTD [2.08%]
ROCHE HLDG AG DIV RT [1.98%]
NOVARTIS AG BASL [1.96%]
Teva Pharmaceutical Industries [1.91%]
Snam SpA [1.84%]
ITV PLC [1.82%]

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 R2 Fund (LICQX)

  

Latest News on Lord Abbett Intl Core Equity R2 (LICQX) Fund

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Lord Abbett Intl Core Equity R2 Fund (LICQX) Related ResourcesSee more information on Lord Abbett Intl Core Equity R2 (LICQX) Fund

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