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Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

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

 

Graph of Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) ManagerFund Manager - Todd D. Jacobson

Fund Manager Information

Fund Manager Tenure: 6.2 years
Similar Funds: LIDRX 
Fund Family: Lord Abbett
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) ProfileLord Abbett Intl Dividend Inc R3 Fund (LIRRX) Profile

Fund Profile and Description

Lord Abbett Intl Dividend Inc R3 Fund seeks a high level of total return. Lord Abbett Intl Dividend Inc R3 Fund primarily invests in a diversified portfolio of dividend paying equity securities of foreign companies that are believed to be undervalued. It normally diversifies investments among a number of different countries throughout the world, including emerging market countries, and invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in dividend paying securities.

 

Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund Strength What we like about Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

Data for Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) as of May 30, 2016

  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) management has been with Lord Abbett Intl Dividend Inc R3 Fund for 6.2 years

Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) Weakness What we are cautious about Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

Data for Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) as of May 30, 2016

  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has a less-than-ideal short-term performance (1-year return -14.56% vs -10.73% Foreign Large Value category median performance)
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has a less-than-ideal mid-term performance (3-year return -1.85% vs 0.92% Foreign Large Value category median performance)
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has a less-than-ideal Long-term performance (5-year return -1.29% vs 0.77% Foreign Large Value category median performance)
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) ratio of up-years vs down years can be improved
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has a Morningstar rating of 3 and below
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) is less safe compared to its Foreign Large Value peers
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has an annual stock turnover rate of 76.52% that is higher than the Foreign Large Value average of 53.85%. This could mean Lord Abbett Intl Dividend Inc R3 is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) does not have a good risk adjusted return as its 3-year Alpha of -2.01 is worse than category average of 0.5, and its 3-year Sharpe ratio is -0.08
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.65 that is higher than category average of 13.15
  • Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) has a higher expense ratio of 1.34% than its Foreign Large Value average of 1.21%
  • Even though Lord Abbett Intl Dividend Inc R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Intl Dividend Inc R30.11-14.56-1.85-1.29
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) Net Asset TrackingLord Abbett Intl Dividend Inc R3 (LIRRX) Fund Net Asset

Track net asset change of Lord Abbett Intl Dividend Inc R3 fund (LIRRX)

DateNet Asset
05/2016$1.59B
03/2016$1.65B
02/2016$1.61B
More historic net asset information on Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)

  

Graph of Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) Portfolio TrackingLord Abbett Intl Dividend Inc R3 (LIRRX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Intl Dividend Inc R3 fund (LIRRX)

DateCashStockBondOther
03/20161.99%96.72%0%0%
12/20150%98.76%0%0%
09/20154.2%94.73%0%0%
Click here to see more historic asset allocation information on Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)

 

graph of Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

Discover what Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) manager is buying

Mar 30, 2016
Snam SpA [2.79%]
National Grid PLC [2.64%]
Imperial Brands PLC [2.56%]
Enagas SA [2.37%]
CRESCENT POINT ENERGY CORP. [2.25%]
SANDS CHINA [2.19%]
RIO TINTO [1.93%]
Spark New Zealand Ltd [1.93%]
National Australia Bank Ltd [1.86%]
Royal Dutch Shell PLC ADR Class A [1.78%]

Dec 30, 2015
National Grid PLC [2.7%]
Imperial Tobacco Group PLC [2.53%]
Snam SpA [2.36%]
National Australia Bank Ltd [2.17%]
Berkeley Group Holdings (The) PLC [2.03%]
HSBC Holdings PLC [2%]
ITV PLC [2%]
Enagas SA [1.99%]
SSE PLC [1.9%]
Japan Airlines Co Ltd [1.73%]

Sep 29, 2015
National Australia Bank Ltd [2.4%]
Imperial Tobacco Group PLC [2.36%]
Snam SpA [2.29%]
National Grid PLC [2.06%]
Whitecap Resources Inc [2.01%]
Royal Dutch Shell PLC ADR Class A [1.91%]
Berkeley Group Holdings (The) PLC [1.89%]
Enagas SA [1.87%]
TELIASONERA AB ORD [1.83%]
SSE PLC [1.77%]
Click here for Stock Holding Change Map in Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)

  

Latest News on Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

See what is happening with Lord Abbett Intl Dividend Inc R3 Fund (LIRRX)

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Lord Abbett Intl Dividend Inc R3 Fund (LIRRX) Related ResourcesSee more information on Lord Abbett Intl Dividend Inc R3 (LIRRX) Fund

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