Lord Abbett International Opp R2 (LINQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett International Opp R2 (LINQX) Fund

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

 

Fund Manager - Todd D. Jacobson

Fund Manager Information

Fund Manager Tenure: 16.0 years
Similar Funds: LINBX  LINCX  LINFX  LINPX  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 R2 Fund (LINQX) Profile

Fund Profile and Description

Lord Abbett International Opp R2 Fund seeks long-term capital appreciation. Lord Abbett International Opp R2 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 R2 (LINQX) Fund

Data for Lord Abbett International Opp R2 Fund (LINQX) as of May 30, 2016

• Lord Abbett International Opp R2 Fund (LINQX) management has been with Lord Abbett International Opp R2 Fund for 16.0 years
• Lord Abbett International Opp R2 Fund (LINQX) has good short-term performance (1-year return -3.15% vs -3.62% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp R2 Fund (LINQX) has good mid-term performance (3-year return 6.57% vs 5.85% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp R2 Fund (LINQX) has good Long-term performance (5-year return 5.31% vs 4.65% Foreign Small/Mid Blend category median performance)
• Lord Abbett International Opp R2 Fund (LINQX) has a Morningstar rating of 4 and above
• Asset base in Lord Abbett International Opp R2 Fund (LINQX) 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 R2 (LINQX) Fund

Data for Lord Abbett International Opp R2 Fund (LINQX) as of May 30, 2016

• Lord Abbett International Opp R2 Fund (LINQX) ratio of up-years vs down years can be improved
• Lord Abbett International Opp R2 Fund (LINQX) 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 R2 is more nimble, but also signal potential high tax impact and high trading fees
• Lord Abbett International Opp R2 Fund (LINQX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.08 that is higher than category average of 12.41
• Lord Abbett International Opp R2 Fund (LINQX) has a higher expense ratio of 1.68% than its Foreign Small/Mid Blend average of 1.41%
• Even though Lord Abbett International Opp R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses

See Lord Abbett International Opp R2 Fund (LINQX) 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 R2	0.37	-3.15	6.57	5.31
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 R2 (LINQX) Fund Net Asset

Track net asset change of Lord Abbett International Opp R2 fund (LINQX)

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 R2 Fund (LINQX)

  

Lord Abbett International Opp R2 (LINQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett International Opp R2 fund (LINQX)

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 R2 Fund (LINQX)

 

Top 10 Holdings in Lord Abbett International Opp R2 (LINQX) Fund

Discover what Lord Abbett International Opp R2 Fund (LINQX) 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 R2 Fund (LINQX)

  

Latest News on Lord Abbett International Opp R2 (LINQX) Fund

See what is happening with Lord Abbett International Opp R2 Fund (LINQX)

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Popular pages on Lord Abbett International Opp R2 (LINQX) Fund

• Lord Abbett International Opp R2 (LINQX) Fund Research and Recommendation
• Lord Abbett International Opp R2 (LINQX) Fund Performance Data
• Lord Abbett International Opp R2 (LINQX) Fund Manager Information
• Historic Lord Abbett International Opp R2 (LINQX) Fund Asset Allocation Report
• Historic Lord Abbett International Opp R2 (LINQX) Fund Top 10 Holding Tracking
• Historic Lord Abbett International Opp R2 (LINQX) Fund Asset Under Management Tracking