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Morningstar

Lord Abbett International Opp R2 LINQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 16.29  /  0.24 %
  • Total Assets 306.6 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.610%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.34%
  • Turnover 70%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis LINQX

Will LINQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LINQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LINQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LINQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A long-tenured manager and a reasonable approach keep this fund’s Medalist Rating at Neutral.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Lord Abbett International Opportunities' long-tenured portfolio manager Todd Jacobson plies a solid but standard approach, driving a Morningstar Medalist Rating of Neutral for all share classes.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LINQX

More LINQX Holdings
  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share

2.71
8,876,477
Utilities

Gerresheimer AG

1.98
6,461,022
Healthcare

B&M European Value Retail SA

1.86
6,078,003
Consumer Defensive

Man Group PLC

1.81
5,915,092
Financial Services

REN-Redes Energeticas Nacionais Sgps SA

1.73
5,641,620
Utilities

Britvic PLC

1.66
5,429,332
Consumer Defensive

The Federal Bank Ltd

1.56
5,110,349
Financial Services

Simplex Holdings Inc Ordinary Shares

1.55
5,078,682
Industrials

Okinawa Cellular Telephone Co

1.53
5,010,270
Communication Services

Nichirei Corp

1.51
4,944,354
Consumer Defensive