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Lord Abbett International Opp R3 (LINRX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett International Opp R3 (LINRX) Fund

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

 

Graph of Lord Abbett International Opp R3 Fund (LINRX) ManagerFund Manager - Todd D. Jacobson

Fund Manager Information

Fund Manager Tenure: 15.6 years
Similar Funds: LINBX  LINCX  LINFX  LINPX  LINQX  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 R3 Fund (LINRX) ProfileLord Abbett International Opp R3 Fund (LINRX) Profile

Fund Profile and Description

Lord Abbett International Opp R3 Fund seeks long-term capital appreciation. Lord Abbett International Opp R3 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 R3 (LINRX) Fund Strength What we like about Lord Abbett International Opp R3 (LINRX) Fund

Data for Lord Abbett International Opp R3 Fund (LINRX) as of May 30, 2016

  • Lord Abbett International Opp R3 Fund (LINRX) management has been with Lord Abbett International Opp R3 Fund for 15.6 years
  • Lord Abbett International Opp R3 Fund (LINRX) has good short-term performance (1-year return -3.04% vs -3.62% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp R3 Fund (LINRX) has good mid-term performance (3-year return 6.67% vs 5.85% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp R3 Fund (LINRX) has good Long-term performance (5-year return 5.43% vs 4.65% Foreign Small/Mid Blend category median performance)
  • Lord Abbett International Opp R3 Fund (LINRX) has a Morningstar rating of 4 and above
  • Asset base in Lord Abbett International Opp R3 Fund (LINRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Lord Abbett International Opp R3 Fund (LINRX) Weakness What we are cautious about Lord Abbett International Opp R3 (LINRX) Fund

Data for Lord Abbett International Opp R3 Fund (LINRX) as of May 30, 2016

  • Lord Abbett International Opp R3 Fund (LINRX) ratio of up-years vs down years can be improved
  • Lord Abbett International Opp R3 Fund (LINRX) 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 R3 is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett International Opp R3 Fund (LINRX) 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 R3 Fund (LINRX) has a higher expense ratio of 1.56% than its Foreign Small/Mid Blend average of 1.41%
  • Even though Lord Abbett International Opp R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett International Opp R3 Fund (LINRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett International Opp R3 Fund (LINRX)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 R30.44-3.046.675.43
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 R3 Fund (LINRX)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 R3 Fund (LINRX) Net Asset TrackingLord Abbett International Opp R3 (LINRX) Fund Net Asset

Track net asset change of Lord Abbett International Opp R3 fund (LINRX)

DateNet Asset
05/2016$614.96M
03/2016$613.67M
02/2016$559.73M
More historic net asset information on Lord Abbett International Opp R3 Fund (LINRX)

  

Graph of Lord Abbett International Opp R3 Fund (LINRX) Portfolio TrackingLord Abbett International Opp R3 (LINRX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett International Opp R3 fund (LINRX)

DateCashStockBondOther
03/20165.56%92.35%0%2.09%
12/20150%99.45%0%0.55%
09/20154.97%95.02%0%0.01%
Click here to see more historic asset allocation information on Lord Abbett International Opp R3 Fund (LINRX)

 

graph of Lord Abbett International Opp R3 Fund (LINRX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett International Opp R3 (LINRX) Fund

Discover what Lord Abbett International Opp R3 Fund (LINRX) 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 R3 Fund (LINRX)

  

Latest News on Lord Abbett International Opp R3 (LINRX) Fund

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Lord Abbett International Opp R3 Fund (LINRX) Related ResourcesSee more information on Lord Abbett International Opp R3 (LINRX) Fund

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