Lord Abbett International Opportunities’ manager has plenty of experience and takes a reasonable course. But his small support team has gone through some change in recent years and long-term performance has been so-so. The fund retains a Morningstar Analyst Rating of Neutral for all share classes.
Lord Abbett International Opp I LINYX
NAV / 1-Day Return
20.12
/
1.66
%
Total Assets
428.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.990%
Expense Ratio
0.990%
Fee Level
Below Average
Longest Manager Tenure
18.06
years
Category
Foreign Small/Mid Blend
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
2.50%
Turnover
74%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LINYX 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 LINYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LINYX 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 LINYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced manager investing in a challenging universe.
