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%

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