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Lord Abbett International Opp B (LINBX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett International Opp B (LINBX) Fund

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

 

Graph of Lord Abbett International Opp B Fund (LINBX) ManagerFund Manager - Todd D. Jacobson

Fund Manager Information

Fund Manager Tenure: 15.7 years
Similar Funds: LINCX  LINFX  LINPX  LINQX  LINRX  LINYX 
Fund Family: Lord Abbett
Fund Category: Foreign Small/Mid Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Lord Abbett International Opp B Fund (LINBX) ProfileLord Abbett International Opp B Fund (LINBX) Profile

Fund Profile and Description

Lord Abbett International Opp B Fund seeks long-term capital appreciation. Lord Abbett International Opp B Fund normally invests at least 65% of assets in equity securities of small companies with market capitalizations of less than $5 billion. It may invest the remainder of assets in equity securities of larger companies.

 

Lord Abbett International Opp B (LINBX) Fund Strength What we like about Lord Abbett International Opp B (LINBX) Fund

Data for Lord Abbett International Opp B Fund (LINBX) as of May 30, 2016

  • Lord Abbett International Opp B Fund (LINBX) management has been with Lord Abbett International Opp B Fund for 15.7 years
  • Lord Abbett International Opp B Fund (LINBX) has good short-term performance (1-year return -3.54% vs -3.62% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp B Fund (LINBX) has good mid-term performance (3-year return 6.12% vs 5.85% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp B Fund (LINBX) has good Long-term performance (5-year return 4.89% vs 4.65% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp B Fund (LINBX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett International Opp B Fund (LINBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Lord Abbett International Opp B Fund (LINBX) Weakness What we are cautious about Lord Abbett International Opp B (LINBX) Fund

Data for Lord Abbett International Opp B Fund (LINBX) as of May 30, 2016

  • Lord Abbett International Opp B Fund (LINBX) has a Morningstar rating of 3 and below
  • Lord Abbett International Opp B Fund (LINBX) has an annual stock turnover rate of 81.57% that is higher than the Foreign Small/Mid Blend average of 42.40%. This could mean Lord Abbett International Opp B is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett International Opp B Fund (LINBX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.09 that is higher than category average of 12.41
  • Lord Abbett International Opp B Fund (LINBX) has a higher expense ratio of 2.07% than its Foreign Small/Mid Blend average of 1.41%
  • Lord Abbett International Opp B Fund (LINBX) carries a 5% load
See Lord Abbett International Opp B Fund (LINBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett International Opp B Fund (LINBX)Compare with other top Foreign Small/Mid Blend category mutual funds

Aadditional top Foreign Small/Mid Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett International Opp B0.19-3.546.124.89
Fidelity Advisor Intl Small Cap A (FIASX)4.36-0.787.435.81Compare
Victory Trivalent International Sm-Cp A (MISAX)0.54-5.508.947.26Compare
Franklin Intl Small Cap Growth Adv (FKSCX)2.10-1.286.337.21Compare

See top fund managers for Foreign Small/Mid Blend Category Funds

 

Compare Lord Abbett International Opp B Fund (LINBX)Compare with Foreign Small/Mid Blend category ETFs

Some Foreign Small/Mid Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P International Mid Cap ETF (MDD)000
Schwab International Small-Cap Eq ETF (SCHC)3.57%-4.11%4.71%
SPDR S&P International Small Cap ETF (GWX)5.14%-0.96%6.18%
iShares MSCI EAFE Small-Cap (SCZ)2.66%-0.29%8.01%

 

Graph of Lord Abbett International Opp B Fund (LINBX) Net Asset TrackingLord Abbett International Opp B (LINBX) Fund Net Asset

Track net asset change of Lord Abbett International Opp B fund (LINBX)

DateNet Asset
05/2016$614.96M
03/2016$613.67M
02/2016$559.73M
More historic net asset information on Lord Abbett International Opp B Fund (LINBX)

  

Graph of Lord Abbett International Opp B Fund (LINBX) Portfolio TrackingLord Abbett International Opp B (LINBX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett International Opp B fund (LINBX)

DateCashStockBondOther
03/20165.56%92.35%0%2.09%
12/20154.24%95.23%0%0.53%
09/20154.97%95.02%0%0.01%
Click here to see more historic asset allocation information on Lord Abbett International Opp B Fund (LINBX)

 

graph of Lord Abbett International Opp B Fund (LINBX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett International Opp B (LINBX) Fund

Discover what Lord Abbett International Opp B Fund (LINBX) manager is buying

Mar 30, 2016
Ebro Foods SA [1.69%]
UDG Healthcare PLC [1.55%]
Elior Group SA [1.51%]
AMER SPORTS CP ORD S [1.5%]
REDES ENERGETICAS NA [1.44%]
GATEGROUP HOLDING AG [1.43%]
Cairn Homes PLC [1.42%]
LOOMIS AB [1.42%]
AXFOOD AB ORDINARY [1.4%]
ARROW GLOBAL [1.39%]

Dec 30, 2015
DEWAN HOUSING FINANCE CORPORAT [1.74%]
Techtronic Industries Co Ltd [1.71%]
GRAND CITY PRO [1.64%]
UDG Healthcare PLC [1.57%]
SUNDRUG CO LTD [1.56%]
Davide Campari-Milano SpA [1.54%]
Ebro Foods SA [1.48%]
AMER SPORTS CP ORD S [1.47%]
ARROW GLOBAL GROUP PLC ORD 1P [1.46%]

Sep 29, 2015
DEWAN HOUSING FINANCE CORPORAT [1.76%]
SPOTLESS FPO [1.68%]
Techtronic Industries Co Ltd [1.66%]
LOOMIS AB [1.6%]
Merlin Properties SOCIMI SA [1.59%]
MANTRA GRP FPO [1.58%]
Davide Campari-Milano SpA [1.51%]
ARROW GLOBAL [1.49%]
VTech Holdings Ltd [1.47%]
Click here for Stock Holding Change Map in Lord Abbett International Opp B Fund (LINBX)

  

Latest News on Lord Abbett International Opp B (LINBX) Fund

See what is happening with Lord Abbett International Opp B Fund (LINBX)

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Lord Abbett International Opp B Fund (LINBX) Related ResourcesSee more information on Lord Abbett International Opp B (LINBX) Fund

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