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Lord Abbett Short Duration Tax Free C LSDCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.02  /  +0.01 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.94%
  • Effective Duration 1.96 years

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis LSDCX

Will LSDCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Lord Abbett Short Duration Tax Free C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings LSDCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TENDER OPT BD TR RCPTS / CTFS VAR STS 4.92%

2.20 35.0 Mil
municipal

LOWER ALA GAS DIST GAS PROJ REV 4%

2.14 34.1 Mil
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 6.23%

1.67 26.6 Mil
municipal

FLORIDA INS ASSISTANCE INTERLOCAL AGY FLA INS ASSMT REV 5%

1.63 26.0 Mil
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 4.92%

1.53 24.4 Mil
municipal

LOWER COLO RIV AUTH TEX REV 5%

1.34 21.3 Mil
municipal

NEW YORK N Y 3.95%

1.33 21.3 Mil
municipal

NEW YORK N Y 3.95%

1.30 20.7 Mil
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 7.49%

1.27 20.2 Mil
municipal

RIB FLOATER TR VARIOUS STS 4.85%

1.26 20.0 Mil
municipal