Morningstar

Lord Abbett Intermediate Tax Free Fund Class C LISCX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 10.04  /  −0.10 %
  • Total Assets 5.5B
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • 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 2.89%
  • Effective Duration 5.90 years

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LISCX

Will LISCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Intermediate Tax Free C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LISCX

More LISCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.11 62M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.80 44M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.77 43M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4.97%

0.70 39M
municipal

TEXAS MUN GAS ACQUISTION & SUPPLY CORP VI GAS SUPPLY REV 5%

0.67 37M
municipal

MINNESOTA MUN GAS AGY GAS PROJ REV 5%

0.64 36M
municipal

CHICAGO ILL 5%

0.62 35M
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

0.62 34M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.61 34M
municipal

WASHINGTON ST HEALTH CARE FACS AUTH REV 5%

0.60 34M
municipal

Sponsor Center