Morningstar

Lord Abbett Short Duration Tax Free Fund Class C LSDCX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.12  /  −0.07 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.16%
  • Effective Duration 2.32 years

USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0

Morningstar’s Analysis LSDCX

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

  • People Pillar

    The People Pillar is our evaluation of the LSDCX 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 LSDCX’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 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
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Portfolio Holdings LSDCX

More LSDCX 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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