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International Small Cap Core

Summary

Summary

KEY FACTS as of 02/28/2019


Strategy Inception Date
Dec 1996
Strategy AUM
$919.5 M
Benchmark
-
eVestment Universe
EAFE Small Cap Core Equity

VEHICLES


  • This strategy is available as a:
  • Separate Account
  • Commingled Trust
  • Mutual Fund
  • Series Fund

PORTFOLIO MANAGERS

Todd D. Jacobson
Todd D. Jacobson, CFA

Partner & Portfolio Manager

31 Years of Industry Experience

A. Edward Allinson
A. Edward Allinson, CFA

Portfolio Manager

34 Years of Industry Experience

Vincent J. McBride
Vincent J. McBride

Partner & Portfolio Manager

32 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

RELATED CONTENT

Equities Outlook: Our Expectations for 2018
December 18, 2017

What are the prospects for U.S. and international stocks in the coming year? Lord Abbett experts offer their insights.

Portfolio

Portfolio

Country Breakdownas of 02/28/2019

Country Assets
Japan 21.9%
Canada 9.8%
United Kingdom 8.3%
Germany 6.3%
Ireland 5.9%
Spain 5.1%
Italy 4.7%
Netherlands 4.1%
Sweden 4.0%
Australia 3.3%
France 2.7%
Philippines 2.5%
China 2.4%
United States 2.2%
Hong Kong 2.2%
Finland 1.9%
Guernsey 1.6%
Portugal 1.3%
Denmark 1.2%
Indonesia 1.2%
Switzerland 1.1%
Cayman Islands 1.0%
Israel 1.0%
India 0.9%
Turkey 0.7%
Taiwan 0.5%
Republic of Korea 0.5%
Type Weighting
Type Weighting
Europe ex-U.K.
Japan
Asia/Pacific
Americas
United Kingdom
EMEA
Cash

CHARACTERISTICS as of 02/28/2019

Portfolio Index
Portfolio Index
Number of Holdings 100 -
Forward P/E 13.9x -
Earnings Growth 11.6% -
Sales Growth 9.3% -
Return on Equity 11.6% -
Weighted Average Mkt. Cap $2.4 B -

Performance

Performance

International Small Cap Core Equity Institutional Composite

Average Annual Returns as of 01/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 8.25% -20.84% 7.10% 4.49% 13.16% 7.18%
Net of Fees 8.16% -21.71% 5.93% 3.29% 11.81% 5.97%

Calendar Year Returnsas of 01/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -22.93% 39.43% -2.39% 11.29% -4.64% 33.02% 22.09% -14.02% 23.28% 51.27%
Net of Fees -23.79% 37.90% -3.46% 10.01% -5.92% 31.08% 20.38% -15.28% 22.14% 49.89%

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