Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | LINCX Insights | LINCX Score | LINCX Performance | LINCX News | LINCX Allocation | LINCX Holdings Change
Fund Intelligence | Best Managers | LINCX Insights | LINCX Score | LINCX Performance | LINCX News | LINCX Allocation | LINCX Holdings Change
Lord Abbett International Opp C (LINCX) Fund Ranking and Research
Ranking, Research and Recommendation of Lord Abbett International Opp C (LINCX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - Todd D. Jacobson
Fund Manager Information
Fund Manager Tenure: 16.0 yearsSimilar 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 16.0 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
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 |
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% |
Top 10 Holdings in Lord Abbett International Opp C (LINCX) Fund
Discover what Lord Abbett International Opp C Fund (LINCX) manager is buying
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%] | 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%] | 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%] |
Latest News on Lord Abbett International Opp C (LINCX) Fund
See what is happening with Lord Abbett International Opp C Fund (LINCX)
No recent news |
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