Back to top
more

Lord Abbett Intermediate Tax-free Fund Class A: (MF: LISAX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$10.38 USD

0.00 (NA)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LISAX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

Fund Description

The fund was incepted in June 2003 and is managed by Lord, Abbett & Co. LLC. The objective of the fund is to seek the maximum amount of interest income exempt from federal income tax and high a level of interest income exempt from the personal income tax of its state as both are consistent with reasonable risk. Under normal market conditions, the fund invests at least 80% of its net assets in municipal bonds, the interest on which is exempt from federal and its corresponding state's income tax. The fund may invest at least 80% of its net assets in insured municipal bonds. The fund declares dividends daily and pays them monthly. Capital gains, if any, are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Lord Abbett Intermediate Tax Free A LISAX 2.25 NA 0.00 0.20 0.38 0.71

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Lord Abbett Tax Free Ins Interm A LISAX 10.38 6/30/2003 3.02 6.32 -0.96 0.63
Lord Abbett Tax Free Ins Interm C LISCX 10.35 6/30/2003 2.42 5.67 -1.53 0.02
Lord Abbett Intermediate Tx-Fr F LISFX 10.36 9/28/2007 3.12 6.42 -0.83 0.73
Lord Abbett Tax Free Ins Interm I LAIIX 10.37 2/1/2011 3.22 6.53 -0.76 0.81

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Lord Abbett Intermediate Tax Free A LISAX 1000 0 0 M

Contact Information

Family Lord Abbett
Address 30 Hudson Street
Jersey City, NJ 07302
Phone 888 522-2388