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Morningstar

Lord Abbett Short Duration Tax Free F LSDFX

Morningstar Analyst Rating
Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.10  /  0.05 %
  • Total Assets 1.9 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 Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.38%
  • Effective Duration 2.08 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:11 AM GMT+00:00

Morningstar’s Analysis LSDFX

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

People Pillar

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

Summary

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Lord Abbett Short Duration Tax Free F's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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