LGCCX | Global Equity Research Fund Class C | Lord Abbett
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Global Equity Research Fund

Summary

Summary

What is the Global Equity Research Fund ?

The Fund seeks long-term growth of capital by investing in stocks of both U.S. and non-U.S. companies.

Fund Basicsas of 03/31/2021

Total Net Assets
$9.05 M
Inception Date
01/19/2017
Dividend Frequency
Annually
Fund Gross Expense Ratio
5.07%
Fund Net Expense Ratio
1.65%
Number of Holdings
86
Minimum Initial Investment
$1,500+

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 10.00% 55.94% 14.28% - - 14.70%
Lipper Category Avg. Global Multi-Cap Growth Fds 7.28% 54.37% 17.92% - - -
MSCI All Country World Index - Net 9.14% 45.74% 13.32% - - 14.19%
w/ sales charge 9.00% 55.94% 14.28% - - 14.70%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 4.51% 64.20% 12.54% - - 13.61%
Lipper Category Avg. Global Multi-Cap Growth Fds 2.35% 65.27% 16.11% - - -
MSCI All Country World Index - Net 4.57% 54.60% 12.07% - - 13.33%
w/ sales charge 3.51% 64.20% 12.54% - - 13.61%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

RELATED CONTENT

More Encouraging Signs for Global Equities
May 8, 2019

Analyst earnings expectations have steadily become less negative, suggesting an inflection point for corporate profits may be near. Meanwhile, key global manufacturing indicators continue to improve.

Countryas of 03/31/2021View Portfolio

Country Assets
United States 55.4%
Japan 6.0%
France 5.1%
Canada 3.7%
United Kingdom 3.2%
Cayman Islands 3.0%
Republic of Korea 2.6%
Bermuda 2.5%
Netherlands 2.4%
Switzerland 2.4%
Brazil 1.9%
Mexico 1.7%
Taiwan 1.7%
Norway 1.4%
Sweden 1.4%
China 1.3%
Germany 1.3%
Cash 1.3%
Denmark 1.0%
India 0.7%
Region Weighting Fund Change from Previous Quarter
Americas arrowUp0.6%
Europe ex-U.K. arrowUp0.8%
Asia/Pacific arrowUp0.9%
Japan arrowUp0.4%
United Kingdom arrowDown1.2%
Cash arrowDown1.3%

INVESTMENT TEAM

Servesh Tiwari
Servesh Tiwari, CFA

Portfolio Manager

14 Years of Industry Experience

Ryan C. Howard
Ryan C. Howard, CFA

Portfolio Manager

17 Years of Industry Experience

Supported By 31 Investment Professionals with 20 Years Avg. Industry Experience

Contact a Representative

To contact your representative, enter your zip code and select your channel below.

Performance

Performance

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 10.00% 55.94% 14.28% - - 14.70%
Lipper Category Avg. Global Multi-Cap Growth Fds 7.28% 54.37% 17.92% - - -
MSCI All Country World Index - Net 9.14% 45.74% 13.32% - - 14.19%
w/ sales charge 9.00% 55.94% 14.28% - - 14.70%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 4.51% 64.20% 12.54% - - 13.61%
Lipper Category Avg. Global Multi-Cap Growth Fds 2.35% 65.27% 16.11% - - -
MSCI All Country World Index - Net 4.57% 54.60% 12.07% - - 13.33%
w/ sales charge 3.51% 64.20% 12.54% - - 13.61%

Fund Expense Ratio :

Gross 5.07%

Net 1.65%

Year Fund Returns MSCI All Country World Index - Net
2020 22.62% 16.26%
2019 25.36% 26.60%
2018 -10.16% -9.42%
2017 18.40% 23.97%
Year Q1 Q2 Q3 Q4 Yearly Returns
2021 4.51% - - - 6.13%
2020 -21.96% 21.66% 8.99% 18.50% 22.62%
2019 12.73% 2.20% -0.27% 9.09% 25.36%
2018 1.25% -0.44% 4.24% -14.50% -10.16%
2017 - 4.47% 4.83% 4.96% 18.40%

NAV Historical Prices

Date Net Asset Value

Portfolio

Portfolio

Countryas of 03/31/2021

Country Assets
United States 55.4%
Japan 6.0%
France 5.1%
Canada 3.7%
United Kingdom 3.2%
Cayman Islands 3.0%
Republic of Korea 2.6%
Bermuda 2.5%
Netherlands 2.4%
Switzerland 2.4%
Brazil 1.9%
Mexico 1.7%
Taiwan 1.7%
Norway 1.4%
Sweden 1.4%
China 1.3%
Germany 1.3%
Cash 1.3%
Denmark 1.0%
India 0.7%
Region Weighting Fund Change from Previous Quarter
Americas arrowUp0.6%
Europe ex-U.K. arrowUp0.8%
Asia/Pacific arrowUp0.9%
Japan arrowUp0.4%
United Kingdom arrowDown1.2%
Cash arrowDown1.3%

Portfolio Positioning as of 12/31/2020

  • Samsung Electronics Co., Ltd. (2.7%), a South Korean electronics and computer peripherals manufacturing company, is the Fund’s largest overweight position relative to its benchmark. We believe the company should enjoy a period of under supply in DRAM that should lead to improved pricing and profitability. In addition, the company will also enjoy a strong demand environment for its smartphones, display products, data center, and automotive solutions. We also believe that management will continue to embrace a more shareholder friendly capital return policy.
  • The Fund is overweight, relative to the benchmark, in Lear, Corp. (1.9%), a U.S.-based auto parts manufacturing company. Lear is a notable supplier and despite one of the best return on invested capital profiles, it trades at a favorable relative valuation.  The company is poised to deliver significant earnings and free cash flow growth through 2021 as the auto environment normalizes post COVID – US auto and truck inventories are substantially below normal especially as sales have recovered.  Meanwhile, the business should continue to drive growth over market through increased content per vehicle.
  • Discover Financial Services (1.7%), a U.S.-based banking and payment services company, is another of the Fund’s overweight positions relative to its benchmark. We believe the negative impact from U.S. Covid-19 related credit losses will be a temporal headwind and will not impair its ability to generate a peer-leading 20-22% normalized ROTCE profile against most rate backdrop scnearios for U.S. banks due to its superior ability to attract responsible prime consumers that are spending more on credit card vs. cash.

Portfolio Details as of 03/31/2021

Total Net Assets
$9.05 M

Fees & Expenses

Fees & Expenses

EXPENSE RATIOas of 04/30/2021

Fund Gross Expense Ratio Fund Net Expense Ratio
5.07% 1.65%

Fund Documents

Fund Documents

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Portfolio Holdings 1Q
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Class C - Class C shares are subject to ongoing 12b-1 service and distribution fees as well as a maximum CDSC of 1 percent if you redeem your shares before the first anniversary of your original purchase.

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