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Lord Abbett Tax-free Income Fund California Series - Class C: (MF: CALAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:14 PM ET

$9.94 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.00 56
3 months 1.74 80
6 months 6.50 45
1 Year 3.07 88
3 Year 3.63 85
5 Year -0.10 96
10 Year 1.41 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 12.64
Bear Market (10/07 - 2/09) -8.75
Bull Market (2/09 - 3/21) 73.89

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.89
5 Year -0.71
10 Year 1.35
Since Inception 3.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.09 -1.39 3.23 1.22
2024 -0.03 0.48 2.45 -1.46
2023 2.61 0.40 -4.44 7.95
2022 -8.19 -6.27 -4.21 4.58
2021 -0.44 2.21 -0.81 0.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.001.911.406.29-13.791.873.718.70-0.115.79-0.49
% Total Return Rel to Index -0.39-2.340.46-0.10-5.270.35-1.481.14-1.390.35-0.73
% Total Return Rel to Peer -0.09-1.38-0.810.64-4.560.30-0.151.79-0.951.15-0.05
% Perf Quintile vs Peer* 4.005.000.002.005.003.004.001.005.002.003.00
% Dividends 0.050.280.270.250.190.160.180.240.260.240.28
% Yield 0.232.702.532.641.891.351.522.052.332.082.53
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.411.371.381.401.411.441.401.411.431.41

* 1 = Top 20%, 5 = Bottom 20%