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Morningstar

Lord Abbett International Opp R3 LINRX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.17  /  0.41 %
  • Total Assets 313.2 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.32%
  • Turnover 70%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 1:41 AM GMT+0

Morningstar’s Analysis LINRX

Will LINRX 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 LINRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LINRX 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 LINRX’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

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Portfolio Holdings LINRX

More LINRX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

B&M European Value Retail SA

2.06
5,618,636
Consumer Defensive

REN-Redes Energeticas Nacionais Sgps SA

1.97
5,374,574
Utilities

Man Group PLC

1.88
5,149,365
Financial Services

Okinawa Cellular Telephone Co

1.83
4,999,861
Communication Services

Britvic PLC

1.83
4,987,336
Consumer Defensive

Paltac Corp

1.72
4,690,866
Consumer Defensive

Nichirei Corp

1.71
4,667,801
Consumer Defensive

freenet AG Akt. Namen-Akt.

1.68
4,599,562
Communication Services

Chemring Group PLC

1.68
4,591,252
Industrials

Saizeriya Co Ltd

1.66
4,546,343
Consumer Cyclical