LISAX : Lord Abbett Intermediate Tax Free Fund Class A

LISAX is a Bond Market Municipal Bond with MODERATE fees.

LISAX

Lord Abbett Intermediate Tax Free Fund Class A

FI Score

65 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

65% FI Score
  • lisax
  • Mutual Fund
  • Bond
  • Municipal Bond

Lord Abbett Intermediate Tax Free Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks the maximum amount of interest income exempt from federal income tax as is consistent with reasonable risk. In pursuing its investment objective, the fund uses the volatility of the Bloomberg Barclays 1-15 Year Municipal Bond Index as an approximation of reasonable risk. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that pay interest exempt from federal income tax.

Largest Holdings

Amount Holding
0.68% ARKANSAS DEV FIN AUTH HEALTH CARE REV 1.9%
0.60% BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5%
0.57% CALIFORNIA ST 5.25%
0.54% NEW JERSEY ST TRANSN TR FD AUTH 5%
0.52% CALIFORNIA ST 4%
0.51% TEXAS MUN GAS ACQUISITION & SUPPLY CORP III GAS SUPPLY REV 5%
0.48% VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG
0.47% ATLANTA GA ARPT PASSENGER FAC CHARGE REV 4%
0.42% SHELBY CNTY TENN HEALTH EDL & HSG FACS BRD REV 0.1%
0.39% CALIFORNIA ST 5%
0.38% SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%
0.38% DENVER COLO CITY & CNTY ARPT REV 5%
0.38% GREATER ORLANDO AVIATION AUTH ORLANDO FLA ARPT FACS REV 5%
0.36% TEXAS MUN GAS ACQUISITION & SUPPLY CORP I GAS SUPPLY REV 6.25%
0.35% CONNECTICUT ST SPL TAX OBLIG REV 5%
0.35% SALT LAKE CITY UTAH ARPT REV 5%
0.35% PORT SEATTLE WASH REV 5%
0.34% NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%
0.33% MASSACHUSETTS EDL FING AUTH ED LN REV 3.63%
0.33% PHOENIX ARIZ CIVIC IMPT CORP EXCISE TAX REV 5%
0.33% CHICAGO ILL 5%
0.32% LOWER ALA GAS DIST GAS PROJ REV 0%
0.32% CONNECTICUT ST 5%
0.32% KANSAS CITY MO INDL DEV AUTH ARPT SPL OBLIG 5%
0.32% WASHINGTON ST 5%

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