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Mutual Fund Insights: Lord Abbett Intermediate Tax Free P Fund (LISPX)

In-depth Analysis of Lord Abbett Intermediate Tax Free P Fund (LISPX)

Mutual fund chart: Lord Abbett Intermediate Tax Free P Fund (LISPX)

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See Lord Abbett Intermediate Tax Free P Fund (LISPX) performance details as of January 31, 2010

Last Trade: $10.26 on 3/17/2010, Change: 0.00 (0%)

Fund Manager - Daniel S. Solender

Fund Manager Tenure: 3.1 years [Similar Funds: LISAX LISBX LISCX LISFX ]
Fundmojo Fund Grade: A (Score: 0.7) (What does this score mean?)

Solender is director of municipal bond management of Lord Abbett, his employer since 2006. Previously, he served as a vice president and portfolio manager at Nuveen Investments from 1991 to 1999 and 2003 to 2006. He served as principal and portfolio manager at Vanguard Group from 1999 to 2003. Solender has been in the investment business since 1987. Solender holds the Chartered Financial Analyst designation. Get more insights on Daniel S. Solender

What we like about Lord Abbett Intermediate Tax Free P Fund (LISPX)

Data for Lord Abbett Intermediate Tax Free P Fund (LISPX) as of January 31, 2010

Lord Abbett Intermediate Tax Free P Fund (LISPX) management has been with Lord Abbett Intermediate Tax Free P Fund for 3.1 years
Lord Abbett Intermediate Tax Free P Fund (LISPX) has good mid-term performance (3-year return 5.19% vs 4.03% Muni National Interm category average)
Lord Abbett Intermediate Tax Free P Fund (LISPX) has good Long-term performance (5-year return 3.92% vs 3.40% Muni National Interm category average)
Lord Abbett Intermediate Tax Free P Fund (LISPX) ratio of up-years vs down years is greater than 2
Lord Abbett Intermediate Tax Free P Fund (LISPX) has an annual stock turnover rate of 15.70% vs Muni National Interm average of 37.44%. It is good that Lord Abbett Intermediate Tax Free P management does not trade extensively for its return.

What we are cautious about Lord Abbett Intermediate Tax Free P Fund (LISPX)

Data for Lord Abbett Intermediate Tax Free P Fund (LISPX) as of January 31, 2010

Lord Abbett Intermediate Tax Free P Fund (LISPX) has a less-than-ideal short-term performance (1-year return 7.30% vs 7.83% Muni National Interm category average)
Lord Abbett Intermediate Tax Free P Fund (LISPX) has a Morningstar rating of 3 and below
Lord Abbett Intermediate Tax Free P Fund (LISPX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.82 that is higher than category average of 5.4
Lord Abbett Intermediate Tax Free P Fund (LISPX) has a higher management fee of 0.97% than its Muni National Interm average of 0.90%
Even though Lord Abbett Intermediate Tax Free P Fund carries no load, it does have a 0.45% of 12b1 promotion, distributions, marketing expenses

See Lord Abbett Intermediate Tax Free P Fund (LISPX) performance details as of January 31, 2010

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Lord Abbett Intermediate Tax Free P Fund (LISPX) Net Asset

Track net asset change of Lord Abbett Intermediate Tax Free P fund (LISPX)

Date	Net Asset
01/2010	$10.00K
11/2009	$10.00K
10/2009	$10.00K

More historic net asset information on Lord Abbett Intermediate Tax Free P Fund (LISPX)

Lord Abbett Intermediate Tax Free P Fund (LISPX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Intermediate Tax Free P fund (LISPX)

Date	Cash	Stock	Bond	Other
09/2009	0.81%	0%	99.19%	0%
06/2009	2.14%	0%	97.86%	0%
05/2009	1.12%	0%	98.88%	0%

Click here to see more historic asset allocation information on Lord Abbett Intermediate Tax Free P Fund (LISPX)

Most Recent Top 10 Holdings in Lord Abbett Intermediate Tax Free P Fund (LISPX)

Discover what Lord Abbett Intermediate Tax Free P Fund (LISPX) manager is buying

30-Sep-09

CITIZENS PPTY INS CORP FLA SENIOR SE [1.23%]
Navajo Cnty Ariz Pollutn Ctl C Rev 5.5% [1.19%]
New Jersey Econ Dev Auth 5.25% [1.01%]
Virginia College Bldg Auth 5% [0.74%]
Ca Statewide Cmntys Dev Auth [0.71%]
Illinois St Toll Hwy Auth 5% [0.68%]
Massachusetts Bay Transn Auth 5.25% [0.68%]
New Jersey St Edl Facs Auth 6.5% [0.67%]
Metropolitan Govt Nashville & Go Ref 5% [0.67%]
Univ Tex Univ Revs Rev Bds 5.25% [0.67%]

30-Jun-09

31-May-09

CITIZENS PPTY INS CORP FLA SENIOR SE [1.3%]
Navajo Cnty Ariz Pollutn Ctl C Rev 5.5% [1.27%]
New Jersey Econ Dev Auth 5.25% [1.08%]
Virginia College Bldg Auth 5% [0.79%]
Ca Statewide Cmntys Dev Auth [0.76%]
Massachusetts Bay Transn Auth 5.25% [0.73%]
Illinois St Toll Hwy Auth 5% [0.73%]
Univ Tex Univ Revs Rev Bds 5.25% [0.72%]
Metropolitan Govt Nashville & Go Ref 5% [0.72%]
NEW JERSEY HEALTH CARE FACS FI REV BDS [0.71%]

Click here for Stock Holding Change Map in Lord Abbett Intermediate Tax Free P Fund (LISPX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.