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Lord Abbett Short Duration Tax Free F LSDFX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.04  /  +0.01 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.57%
  • Effective Duration 1.85 years

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:17 PM GMT+0

Morningstar’s Analysis LSDFX

Will LSDFX outperform in future?

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

Lord Abbett Short Duration Tax Free F's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings LSDFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TENDER OPT BD TR RCPTS / CTFS VAR STS 4.24%

2.22 35.0 Mil
municipal

LOWER ALA GAS DIST GAS PROJ REV 4%

2.17 34.2 Mil
municipal

NEW YORK N Y 4.15%

2.14 33.8 Mil
municipal

FLORIDA INS ASSISTANCE INTERLOCAL AGY FLA INS ASSMT REV 5%

1.65 26.0 Mil
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 4.24%

1.55 24.4 Mil
municipal

LOWER COLO RIV AUTH TEX REV 5%

1.35 21.3 Mil
municipal

NEW YORK N Y 4.15%

1.31 20.7 Mil
municipal

UNIV PITTSBURGH OF THE COMWLTH SYS OF HIGHER ED PA 4%

1.29 20.4 Mil
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 7.58%

1.29 20.3 Mil
municipal

RIB FLOATER TR VARIOUS STS 4.17%

1.27 20.0 Mil
municipal