Lord Abbett New Jersey Tax-Free Income FundLONJX

MUTUAL FUNDLord Abbett
Type
Mutual fund
Peer group
Municipal bond
Net assets
$172.1M
Expense ratio
0.59%
1-year return
+4.4%
3 years, a year
+3.2%
5 years, a year
+0.6%
Holdings
200

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. The Fund also seeks as high a level of interest income exempt from New Jersey personal income tax as is consistent with reasonable risk.

Top 10 holdings.

Holding% of fund
New Jersey St Transprtn Trust Fund Auth2.36%
New Jersey St Eductnl Facs Auth Revenue2.23%
New Jersey St Transprtn Trust Fund Auth1.93%
New Jersey St Transprtn Trust Fund Auth1.83%
New Jersey St Hlth Care Facs Fing Auth Revenue1.81%
New Jersey St Turnpike Auth Turnpike Revenue1.76%
New Jersey St Turnpike Auth Turnpike Revenue1.70%
Port Auth Of New York & New Jersey Ny1.54%
New Jersey St Hlth Care Facs Fing Auth Revenue1.34%
Tobacco Settlement Fing Corp Nj1.33%

More on LONJX.

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