Lord Abbett Sh Dr TF;I (LISDX.O)

At A Glance

You hold LISDX.O in 0 portfolios

Net Asset Value

15.83USD

 0.01 +0.06%

10/24/2014

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 1.94%
Classification
Short Muni Debt
5 Year Return (Annualized)
 2.35%
Manager Benchmark
Lipper Sh Muni Dbt Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since December, 2008 »

 LISDX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date12/31/2008
Portfolio Turnover24%
Dividend Yield--
Fund ManagerSolender/Vande Velde
Manager Tenure2008
Lord Abbett & Co LLC
90 Hudson Street
Jersey City, NJ 07302-3973

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.42%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks the maximum amount of interest income exempt from federal income tax as is consistent with reasonable risk. To pursue its goal, under normal market conditions the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
85
Consistent Return
 
85
Capital Preservation
 
5006
Low Expense
 
38
Tax Efficiency (U.S. only)
 
85

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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