- Lord Abbett International Opportunities Fund
Lord Abbett
- International
- Mid-Cap
- Core
Summary
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts.
The research team considers value and growth companies that are estimated to trade below their fair values relative More
Price
Last Close
$16.75 ( -0.34 )
52 Week HL
$22.44 - $16.26
Net Assets
$403.5 M
Expense Ratio
0.91 %
Sector Allocation
Mar 17, 2021Top 10 Holdings
Mar 17, 2021Company Name
- Rheinmetall AG
- Sanwa Holdings
- AIXTRON SE
- ASOS PLC
- Breedon Group
Holding
- 1.7
- 1.7
- 1.6
- 1.6
- 1.4
Company Name
- Federal Bank
- Grafton Group
- Marel HF
- Pexip Holding
- REN -
- Total
Holding
- 1.4
- 1.4
- 1.4
- 1.3
- 1.3
- 14.8%
Manager
Name
Todd D. Jacobson
Leadership
Single Manager
Tenure
2003
Advisor
Documents
Performance
YTD
-18.2 %
3 Year
-0.42%
5 Year
7.39%
Best
49.07%
2009
Worst
-51.17%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -9.3% | 2.7% | -27.8% | 9.6% | -1.7% | 9.9% | -1.2% | 6.7% | 1% | 9.2% | - |
| Q2 | -10% | 7.3% | 21.3% | 1.7% | -3.4% | 9.4% | -4.3% | 5.6% | 2.4% | 0.4% | - |
| Q3 | - | -0.2% | 9.5% | -2.3% | -2.4% | 8.4% | 7.3% | -7.1% | -7.8% | 10.3% | - |
| Q4 | - | -3.1% | 19.2% | 8.6% | -16.2% | 5.9% | -4.8% | 4.9% | -1.3% | 7.7% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7% | -1.1% | -1.4% | -6.4% | -3.6% | - | - | - | - | - | - | - |
| 2021 | -1.5% | 5.8% | -1.5% | 5.5% | 2.2% | -0.5% | 1.4% | 2.7% | -4.2% | 1.2% | -2.8% | -1.5% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAIEX | -18% | 7% | 14% | 20% | -24% | 38% | -3% | 10% | -6% | 31% | 20% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -18% | -22% | -1% | -9% | -18% | 19% | -12% | 10% | -19% | 2% | 20% |