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Lord Abbett International Equity Fund (LICOX)

15.46 -0.01 (-0.06%)
At close: 8:00 PM EST
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DELL
  • Previous Close 15.47
  • YTD Return 13.01%
  • Expense Ratio 0.63%
  • Category Foreign Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 335.47M
  • Beta (5Y Monthly) 1.00
  • Yield 1.76%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.28
  • Inception Date Apr 4, 2017

The fund invests a majority of its assets in a diversified portfolio of equity securities of large foreign companies that the portfolio managers believe are undervalued. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. A large company is defined as a company included among the largest 80% of companies in terms of market capitalization at the time of investment in the MSCI ACWI ex USA® Index.

Lord Abbett

Fund Family

Foreign Large Blend

Fund Category

335.47M

Net Assets

2017-04-04

Inception Date

Performance Overview: LICOX

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Trailing returns as of 11/19/2024. Category is Foreign Large Blend.

YTD Return

LICOX
13.01%
Category
9.07%
 

1-Year Return

LICOX
27.48%
Category
33.76%
 

3-Year Return

LICOX
1.18%
Category
8.50%
 

5-Year Return

LICOX
7.45%
Category
10.08%
 

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Holdings: LICOX

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Top 10 Holdings (22.38% of Total Assets)

SymbolCompany% Assets
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 4.01%
0700.HK
TENCENT 2.50%
SU.PA
Schneider Electric S.E. 2.22%
SAP.DE
SAP SE 2.19%
6501.T
Hitachi, Ltd. 2.17%
NOVO-B.CO
Novo Nordisk A/S 2.09%
UCG.MI
UniCredit S.p.A. 1.82%
ULVR.L
Unilever PLC 1.81%
SHEL.L
Shell plc 1.79%
DTE.DE
Deutsche Telekom AG 1.78%

Sector Weightings

SectorLICOX
Industrials   17.58%
Healthcare   11.10%
Technology   10.84%
Energy   4.49%
Utilities   2.77%
Real Estate   2.42%

Recent News: LICOX

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Research Reports: LICOX

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