Lord Abbett Short Duration Tax Free FundLISDX

MUTUAL FUNDLord Abbett
Type
Mutual fund
Peer group
Municipal bond
Net assets
$1.7B
Expense ratio
0.45%
1-year return
+3.3%
3 years, a year
+3.1%
5 years, a year
+1.4%
Holdings
270

What it aims to do.

The investment objective of the Fund is to seek the maximum amount of interest income exempt from federal income tax as is consistent with reasonable risk.

Top 10 holdings.

Holding% of fund
Pennsylvania St Turnpike Commission Turnpike Revenue1.87%
Hlth Care Auth For Baptist Hlth Al1.66%
Harris Cnty Tx Cultural Edu Facs Fin Corp Med Facs Revenue1.51%
New York Ny1.46%
Black Belt Energy Gas Dist Al Gas Project Revenue1.40%
California Cmnty Choice Fing Auth Clean Energy Proj Revenue1.35%
Pennsylvania St Hgr Eductnl Facs Auth Revenue1.30%
Main Street Natural Gas Inc Ga Gas Supply Revenue1.25%
California St Hlth Facs Fing Auth Revenue1.24%
Lower Colorado River Tx Auth Revenue1.21%

More on LISDX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.