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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 18.16  /  +0.89 %
  • Total Assets 322.2 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 1.09%
  • Turnover 39%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM 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.

Soon to be under new management.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Lord Abbett International Opportunities' long-tenured manager is retiring soon, but the strategy maintains its Average People and Process ratings.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Andritz AG

2.14 6.6 Mil
Industrials

Britvic PLC

2.04 6.3 Mil
Consumer Defensive

Man Group PLC

1.91 5.9 Mil
Financial Services

Chemring Group PLC

1.90 5.9 Mil
Industrials

Sanwa Holdings Corp

1.84 5.7 Mil
Industrials

Okinawa Cellular Telephone Co

1.84 5.7 Mil
Communication Services

Brunello Cucinelli SpA

1.78 5.5 Mil
Consumer Cyclical

Gerresheimer AG

1.75 5.4 Mil
Healthcare

Nichirei Corp

1.75 5.4 Mil
Consumer Defensive

Paltac Corp

1.71 5.3 Mil
Consumer Defensive