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Morningstar

Lord Abbett Intermediate Tax Free C LISCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.22  /  0.00 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.340%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.73%
  • Effective Duration —

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis LISCX

Will LISCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LISCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LISCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LISCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Lord Abbett Intermediate Tax Free C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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