Lord Abbett International Opp C (LINCX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett International Opp C (LINCX) Fund

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Fund Manager - Todd D. Jacobson

Fund Manager Information

Fund Manager Tenure: 15.6 years
Similar Funds: LINBX  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?)

 

Lord Abbett International Opp C Fund (LINCX) Profile

Fund Profile and Description

Lord Abbett International Opp C Fund seeks long-term capital appreciation. Lord Abbett International Opp C 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.

 

 What we like about Lord Abbett International Opp C (LINCX) Fund

Data for Lord Abbett International Opp C Fund (LINCX) as of May 30, 2016

• Lord Abbett International Opp C Fund (LINCX) management has been with Lord Abbett International Opp C Fund for 15.6 years
• Lord Abbett International Opp C Fund (LINCX) has good short-term performance (1-year return -3.53% vs -3.62% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp C Fund (LINCX) has good mid-term performance (3-year return 6.14% vs 5.85% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp C Fund (LINCX) has good Long-term performance (5-year return 4.91% vs 4.65% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp C Fund (LINCX) ratio of up-years vs down years is greater than 2
• Asset base in Lord Abbett International Opp C Fund (LINCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

 What we are cautious about Lord Abbett International Opp C (LINCX) Fund

Data for Lord Abbett International Opp C Fund (LINCX) as of May 30, 2016

• Lord Abbett International Opp C Fund (LINCX) has a Morningstar rating of 3 and below
• Lord Abbett International Opp C Fund (LINCX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
• Lord Abbett International Opp C Fund (LINCX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.06 that is higher than category average of 12.41
• Lord Abbett International Opp C Fund (LINCX) has a higher expense ratio of 2.13% than its Foreign Small/Mid Blend average of 1.41%
• Lord Abbett International Opp C Fund (LINCX) carries a 1% load

See Lord Abbett International Opp C Fund (LINCX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Foreign Small/Mid Blend category mutual funds

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

Fund	Year to Date	1 Year	3 year	5 year
Lord Abbett International Opp C	0.26	-3.53	6.14	4.91
Fidelity Advisor Intl Small Cap A (FIASX)	4.36	-0.78	7.43	5.81	Compare
Victory Trivalent International Sm-Cp A (MISAX)	0.54	-5.50	8.94	7.26	Compare
Franklin Intl Small Cap Growth Adv (FKSCX)	2.10	-1.28	6.33	7.21	Compare

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

 

Compare with Foreign Small/Mid Blend category ETFs

Some Foreign Small/Mid Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
SPDR S&P International Mid Cap ETF (MDD)	0	0	0
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%

 

Lord Abbett International Opp C (LINCX) Fund Net Asset

Track net asset change of Lord Abbett International Opp C fund (LINCX)

Date	Net Asset
05/2016	$614.96M
03/2016	$613.67M
02/2016	$559.73M

More historic net asset information on Lord Abbett International Opp C Fund (LINCX)

  

Lord Abbett International Opp C (LINCX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett International Opp C fund (LINCX)

Date	Cash	Stock	Bond	Other
03/2016	5.56%	92.35%	0%	2.09%
12/2015	0%	99.45%	0%	0.55%
09/2015	4.97%	95.02%	0%	0.01%

Click here to see more historic asset allocation information on Lord Abbett International Opp C Fund (LINCX)

 

Top 10 Holdings in Lord Abbett International Opp C (LINCX) Fund

Discover what Lord Abbett International Opp C Fund (LINCX) 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 [1.82%] Techtronic Industries Co Ltd [1.79%] GRAND CITY PRO [1.71%] UDG Healthcare PLC [1.64%] SUNDRUG CO LTD [1.63%] Davide Campari-Milano SpA [1.6%] Ebro Foods SA [1.55%] AMER SPORTS CP ORD S [1.54%] ARROW GLOBAL GROUP PLC ORD 1P [1.52%]

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 C Fund (LINCX)

  

Latest News on Lord Abbett International Opp C (LINCX) Fund

See what is happening with Lord Abbett International Opp C Fund (LINCX)

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See more information on Lord Abbett International Opp C (LINCX) Fund

Popular pages on Lord Abbett International Opp C (LINCX) Fund

• Lord Abbett International Opp C (LINCX) Fund Research and Recommendation
• Lord Abbett International Opp C (LINCX) Fund Performance Data
• Lord Abbett International Opp C (LINCX) Fund Manager Information
• Historic Lord Abbett International Opp C (LINCX) Fund Asset Allocation Report
• Historic Lord Abbett International Opp C (LINCX) Fund Top 10 Holding Tracking
• Historic Lord Abbett International Opp C (LINCX) Fund Asset Under Management Tracking