Morningstar

Lord Abbett Short Duration Tax Free Fund Class I LISDX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.13  /  −0.07 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 2.99%
  • Effective Duration 2.32 years

USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis LISDX

Will LISDX 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 LISDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LISDX 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 LISDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Short Duration Tax Free I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LISDX

More LISDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK N Y 3.5%

2.34 41M
municipal

PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV 3.33%

1.89 33M
municipal

HEALTH CARE AUTH FOR BAPTIST HEALTH ALA 4.47%

1.62 28M
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 5%

1.52 27M
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

1.35 24M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 3.5%

1.33 24M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.08%

1.32 23M
municipal

DISTRICT COLUMBIA 3.27%

1.28 23M
municipal

PENNSYLVANIA ST HIGHER EDL FACS AUTH REV 3.9%

1.27 22M
municipal

NEW JERSEY HEALTH CARE FACS FING AUTH REV 5%

1.26 22M
municipal

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