• Lord Abbett International Opportunities Fund

Lord Abbett

  • INT
  • Mid-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDLX 51.33

Lord Abbett International Opportunities Fund

LOIEX

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

$23.19 ( +0.14 )

52 Week HL

$23.19 - $16.26

Net Assets

$472.44 M

Expense Ratio

0.91 %

Sector Allocation

Mar 17, 2021

Top 10 Holdings

Mar 17, 2021

Company 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

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

16.3 %

3 Year

61.49%

5 Year

0%

Best

20.4%
2019

Worst

-24.06%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.6% -27.4% 9.5% -2.6% - - - - - - -
Q2 7.4% 21.3% 1.6% -4.8% 9.1% - - - - - -
Q3 5.6% 9.6% -2.1% -1.9% 8.5% - - - - - -
Q4 - 19.5% 8% -16.7% 5.7% - - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.7% 3.2% 1% 5.5% 1.7% 0.1% 1.4% 2.7% 1.3% - - -
2020 -3.6% -7.3% -18.8% 10.9% 6% 3.2% 5.6% 5.6% -1.7% -2.5% 14.1% 7.5%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
LOIEX 16%15%20%-24%-------
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 16%-0%-8%-18%-------

LOIEX S&P 500

Chart +