3 / 5 Stars
3 4 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 28 Foreign Small/Mid Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.97 percent over the past year, 9.09 percent over the past three years, 20.44 percent over the past five years, and 8.13 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||8.1%|
The investment seeks long-term capital appreciation. To pursue its objective, the fund invests principally in stocks of companies principally based outside the United States. It normally intends to invest at least 65% of its net assets in equity securities of small companies generally having a market capitalization at the time of purchase of less than $5 billion. The fund may invest its remaining assets in equity securities of mid-sized or larger companies. It also may invest in derivatives for "speculative" purposes to increase its investment return or income.
Fees are High compared to funds in the same category.
Lord Abbett International Fund has an expense ratio of 1.72 percent.
Risk is High compared to funds in the same category according to Morningstar.