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Lord Abbett Natl Tax-Free Income F (LANFX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Natl Tax-Free Income F (LANFX) Fund

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Graph of Lord Abbett Natl Tax-Free Income F Fund (LANFX) ManagerFund Manager - Daniel S. Solender

Fund Manager Information

Fund Manager Tenure: 13.2 years
Similar Funds: LANBX  LANSX 
Fund Family: Lord Abbett
Fund Category: Muni National Long
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Mr. Solender is the lead portfolio manager of the municipal bond capabilities. Mr. Solender joined Lord Abbett in 2006 and was named Partner in 2008. His prior experience includes: Vice President and Portfolio Manager at Nuveen Investments; Principal and Portfolio Manager at Vanguard Group; Assistant Vice President and Portfolio Manager at Nuveen Advisory Corp.; Financial Analyst/Assistant Manager, Research and Product Development at Citibank. Mr. Solender received a BA from Columbia University and an MBA from the University of Chicago. He is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.  Get more insights on Daniel S. Solender

 

Graph of Lord Abbett Natl Tax-Free Income F Fund (LANFX) ProfileLord Abbett Natl Tax-Free Income F Fund (LANFX) Profile

Fund Profile and Description

Lord Abbett Natl Tax-Free Income F Fund seeks the maximum amount of interest income exempt from federal income tax. Lord Abbett Natl Tax-Free Income F Fund normally invests at least 80% of assets in municipal bonds, the interest on which is exempt from federal income tax. It may invest up to 20% of assets in other fixed income securities. Lord Abbett Natl Tax-Free Income F Fund may invest up to 35% of net assets in municipal bonds which are rated below investment grade. It may invest in certain derivative investments. Lord Abbett Natl Tax-Free Income F Fund may maintain the average weighted maturity between 10 and 25 years.

 

Lord Abbett Natl Tax-Free Income F (LANFX) Fund Strength What we like about Lord Abbett Natl Tax-Free Income F (LANFX) Fund

Data for Lord Abbett Natl Tax-Free Income F Fund (LANFX) as of May 30, 2016

  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) management has been with Lord Abbett Natl Tax-Free Income F Fund for 13.2 years
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has good short-term performance (1-year return 6.51% vs 5.73% Muni National Long category median performance)
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has good mid-term performance (3-year return 4.11% vs 3.84% Muni National Long category median performance)
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has good Long-term performance (5-year return 6.75% vs 5.50% Muni National Long category median performance)
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has a Morningstar rating of 4 and above
  • Asset base in Lord Abbett Natl Tax-Free Income F Fund (LANFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has a lower expense ratio than its Muni National Long average: 0.65% vs 0.86%

Lord Abbett Natl Tax-Free Income F Fund (LANFX) Weakness What we are cautious about Lord Abbett Natl Tax-Free Income F (LANFX) Fund

Data for Lord Abbett Natl Tax-Free Income F Fund (LANFX) as of May 30, 2016

  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) is less safe compared to its Muni National Long peers
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) has an annual stock turnover rate of 29.05% that is higher than the Muni National Long average of 21.44%. This could mean Lord Abbett Natl Tax-Free Income F is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Natl Tax-Free Income F Fund (LANFX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.9 that is higher than category average of 4.16
  • Even though Lord Abbett Natl Tax-Free Income F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Natl Tax-Free Income F Fund (LANFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Natl Tax-Free Income F Fund (LANFX)Compare with other top Muni National Long category mutual funds

Aadditional top Muni National Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Natl Tax-Free Income F3.496.514.116.75
Columbia AMT-Free Tax-Exempt Bond A (INTAX)3.116.984.916.56Compare
Nuveen All-American Municipal Bond I (FAARX)3.607.045.187.16Compare
T. Rowe Price Summit Municipal Inc (PRINX)3.126.564.576.13Compare

See top fund managers for Muni National Long Category Funds

 

Compare Lord Abbett Natl Tax-Free Income F Fund (LANFX)Compare with Muni National Long category ETFs

Some Muni National Long ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Long Municipal ETF (MLN)000
SPDR Nuveen Barclays Municipal Bond ETF (TFI)000
Market Vectors CEF Municipal Income ETF (XMPT)000

 

Graph of Lord Abbett Natl Tax-Free Income F Fund (LANFX) Net Asset TrackingLord Abbett Natl Tax-Free Income F (LANFX) Fund Net Asset

Track net asset change of Lord Abbett Natl Tax-Free Income F fund (LANFX)

DateNet Asset
05/2016$1.99B
03/2016$1.93B
02/2016$1.92B
More historic net asset information on Lord Abbett Natl Tax-Free Income F Fund (LANFX)

  

Graph of Lord Abbett Natl Tax-Free Income F Fund (LANFX) Portfolio TrackingLord Abbett Natl Tax-Free Income F (LANFX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Natl Tax-Free Income F fund (LANFX)

DateCashStockBondOther
03/20161.36%0%98.64%0%
12/20151.48%0%98.52%0%
09/20150%0%0%0%
Click here to see more historic asset allocation information on Lord Abbett Natl Tax-Free Income F Fund (LANFX)

 

graph of Lord Abbett Natl Tax-Free Income F Fund (LANFX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Natl Tax-Free Income F (LANFX) Fund

Discover what Lord Abbett Natl Tax-Free Income F Fund (LANFX) manager is buying

Mar 30, 2016
San Joaquin Cnty Calif Transn Sales 5.5% [0.86%]
California St Go Bds 6.5% [0.8%]
Pennsylvania St Tpk Commn Tpk Subordi 6% [0.74%]
New York N Y Go Bds 5% [0.73%]
Austin Tr Var Sts Ctfs 5% [0.72%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.72%]
Mission Tex Econ Dev Corp Rev Bds 1.5% [0.71%]
J P Morgan Chase Putters / Dri Ctfs 5% [0.7%]
Maryland St Health & Higher Ed Rev 6.25% [0.69%]
Maine Health & Higher Edl Facs Rev 7.5% [0.68%]

Dec 30, 2015
San Joaquin Cnty Calif Transn Sales 5.5% [0.88%]
California St Go Bds 6.5% [0.86%]
Pennsylvania St Tpk Commn Tpk Subordi 6% [0.78%]
New York N Y Go Bds 5% [0.77%]
Austin Tr Var Sts Ctfs 5% [0.76%]
Mission Tex Econ Dev Corp Rev Bds 1.5% [0.75%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.75%]
J P Morgan Chase Putters / Dri Ctfs 5% [0.72%]
Maine Health & Higher Edl Facs Rev 7.5% [0.72%]

Sep 29, 2015
Click here for Stock Holding Change Map in Lord Abbett Natl Tax-Free Income F Fund (LANFX)

  

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