SDHAX : Lord Abbett Short Duration High Yield Municipal Bond Fund Class A

SDHAX is a Bond Market Municipal Bond with MODERATE fees.

SDHAX

Lord Abbett Short Duration High Yield Municipal Bond Fund Class A

FI Score

56 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

56% FI Score
  • sdhax
  • Mutual Fund
  • Bond
  • Municipal Bond

Lord Abbett Short Duration High Yield Municipal Bond Fund Class A

Expenses: 0.55% (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 a high level of income exempt from federal income tax. To pursue its investment objective, under normal conditions, the fund 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. Normally, it seeks to maintain an investment portfolio with a weighted average effective duration of less than 4.5 years. The fund is non-diversified.

Largest Holdings

Amount Holding
1.72% IOWA FIN AUTH MIDWESTERN DISASTER AREA REV 5.25%
1.45% SALEM CNTY N J POLLUTN CTL FING AUTH POLLUTN CTL REV 5%
1.38% CHICAGO ILL BRD ED 5%
1.34% ALLEGHENY CNTY PA INDL DEV AUTH ENVIRONMENTAL IMPT REV 4.88%
1.33% NEW YORK TRANSN DEV CORP SPL FAC REV 5%
1.04% TUSCALOOSA CNTY ALA INDL DEV GULF OPPORTUNITY ZONE 4.5%
1.02% MISSION TEX ECONOMIC DEV CORP REV 4.63%
1.01% TSASC INC N Y 5%
0.92% NEW YORK TRANSN DEV CORP SPL FAC REV 5%
0.86% PORT BEAUMONT TEX NAV DIST DOCK & WHARF FAC REV 3.63%
0.82% BAY AREA TOLL AUTH CALIF TOLL BRDG REV 1.46%
0.80% HAWAII ST DEPT BUDGET & FIN SPL PURP REV 3.1%
0.79% SUFFOLK TOB ASSET SECURITIZATION CORP N Y TOB SETTLEMENT ASSET-BKD 5.38%
0.79% LOWNDES CNTY MISS SOLID WASTE DISP & POLLUTION CTL REV 6.8%
0.78% LOUISIANA LOC GOVT ENVIRONMENTAL FACS & CMNTY DEV AUTH REV 3.5%
0.78% MARYLAND ST ECONOMIC DEV CORP PORT FACS REV 5.75%
0.78% TENNESSEE ENERGY ACQUISITION CORP GAS REV 4%
0.78% NEW JERSEY ECONOMIC DEV AUTH REV 5%
0.77% NEW YORK TRANSN DEV CORP SPL FAC REV 5%
0.76% NEW JERSEY ST TRANSN TR FD AUTH 5%
0.76% PUERTO RICO SALES TAX FING CORP SALES TAX REV 0%
0.75% HOUSTON TEX ARPT SYS REV 4.75%
0.73% ILLINOIS ST 5%
0.72% MAIN STR NAT GAS INC GA GAS SUPPLY REV 0.78%
0.69% ARIZONA HEALTH FACS AUTH REV 1.77%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo