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Lord Abbett Short Duration Tax Free F (LSDFX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Short Duration Tax Free F (LSDFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Short Duration Tax Free F Fund (LSDFX) ManagerFund Manager - Daniel S. Solender

Fund Manager Information

Fund Manager Tenure: 10.7 years
Similar Funds: LSDAX  LSDCX 
Fund Family: Lord Abbett
Fund Category: Muni National Short
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (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 Short Duration Tax Free F Fund (LSDFX) ProfileLord Abbett Short Duration Tax Free F Fund (LSDFX) Profile

Fund Profile and Description

Lord Abbett Short Duration Tax Free F Fund seeks the maximum amount of interest income exempt from federal income tax as is consistent with reasonable risk. Lord Abbett Short Duration Tax Free F Fund normally invests at least 80% of net assets in municipal bonds, the interest on which is exempt from federal income tax. It may invest up 20% of net assets in bonds that pay interest that is subject to the federal alternative minimum tax. Lord Abbett Short Duration Tax Free F Fund may invest up to 20% of net assets in municipal bonds that are rated below investment grade or determined by Lord Abbett to be of comparable quality. It maintains a dollar-weighted average effective duration between one and three years.

 

Lord Abbett Short Duration Tax Free F (LSDFX) Fund Strength What we like about Lord Abbett Short Duration Tax Free F (LSDFX) Fund

Data for Lord Abbett Short Duration Tax Free F Fund (LSDFX) as of May 30, 2016

  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) management has been with Lord Abbett Short Duration Tax Free F Fund for 10.7 years
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has good short-term performance (1-year return 1.49% vs 1.39% Muni National Short category median performance)
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has good mid-term performance (3-year return 0.93% vs 0.80% Muni National Short category median performance)
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has good Long-term performance (5-year return 1.50% vs 1.38% Muni National Short category median performance)
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.02, lower than category average of 1.26
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has a lower expense ratio than its Muni National Short average: 0.55% vs 0.71%

Lord Abbett Short Duration Tax Free F Fund (LSDFX) Weakness What we are cautious about Lord Abbett Short Duration Tax Free F (LSDFX) Fund

Data for Lord Abbett Short Duration Tax Free F Fund (LSDFX) as of May 30, 2016

  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has a Morningstar rating of 3 and below
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) is less safe compared to its Muni National Short peers
  • Lord Abbett Short Duration Tax Free F Fund (LSDFX) has an annual stock turnover rate of 25.83% that is higher than the Muni National Short average of 25.33%. This could mean Lord Abbett Short Duration Tax Free F is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Lord Abbett Short Duration Tax Free F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Lord Abbett Short Duration Tax Free F Fund (LSDFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Lord Abbett Short Duration Tax Free F Fund (LSDFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Short Duration Tax Free F Fund (LSDFX)Compare with other top Muni National Short category mutual funds

Aadditional top Muni National Short mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Short Duration Tax Free F0.751.490.931.50
Wells Fargo Advantage Strat Muni Bd Adm (VMPYX)1.413.242.513.08Compare

See top fund managers for Muni National Short Category Funds

 

Compare Lord Abbett Short Duration Tax Free F Fund (LSDFX)Compare with Muni National Short category ETFs

Some Muni National Short ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Short Municipal ETF (SMB)1.00%2.60%1.17%
Market Vectors Pre-Refunded Muni ETF (PRB)0.80%2.12%0.37%
PIMCO Short Term Municipal Bond Actv ETF (SMMU)0.82%1.71%0.80%
iShares ST National AMTFree Muni Bnd (SUB)000
SPDR Nuveen Barclays ST Muni Bd ETF (SHM)000

 

Graph of Lord Abbett Short Duration Tax Free F Fund (LSDFX) Net Asset TrackingLord Abbett Short Duration Tax Free F (LSDFX) Fund Net Asset

Track net asset change of Lord Abbett Short Duration Tax Free F fund (LSDFX)

DateNet Asset
05/2016$2.01B
03/2016$2.03B
02/2016$2.04B
More historic net asset information on Lord Abbett Short Duration Tax Free F Fund (LSDFX)

  

Graph of Lord Abbett Short Duration Tax Free F Fund (LSDFX) Portfolio TrackingLord Abbett Short Duration Tax Free F (LSDFX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Short Duration Tax Free F fund (LSDFX)

DateCashStockBondOther
03/20163.68%0%96.1%0.22%
12/20155.39%0%94.39%0.22%
09/20157.05%0%92.73%0.22%
Click here to see more historic asset allocation information on Lord Abbett Short Duration Tax Free F Fund (LSDFX)

 

graph of Lord Abbett Short Duration Tax Free F Fund (LSDFX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Short Duration Tax Free F (LSDFX) Fund

Discover what Lord Abbett Short Duration Tax Free F Fund (LSDFX) manager is buying

Mar 30, 2016
Puttable Fltg Opt Tax Exempt R Ctfs [1.41%]
Univ N C Chapel Hill Rev Var Rev B [1.23%]
Houston Tex Util Sys Rev First Lie 1.14% [1.14%]
Nassau Cnty N Y Go Impt R 5% [1.06%]
St James Parish La Rev Var Rev B 0.75% [0.99%]
St James Parish La Rev Var Rev B 0.72% [0.99%]
Metropolitan Transn Auth [0.98%]
Washington Fed Hwy Grnt Antic Grnt An 5% [0.88%]
New York St Twy Auth 5% [0.87%]
Lakeland Fla Engy Sys Rev Var Ref 1.14% [0.84%]

Dec 30, 2015
Puttable Fltg Opt Tax Exempt R Ctfs [1.39%]
Univ N C Chapel Hill Rev Var Rev B [1.22%]
Houston Tex Util Sys Rev First Lie 0.76% [1.12%]
Port Port Arthur Tex Nav Dist 0.2% [1.1%]
Las Vegas Valley Nev Wtr Dist 0.25% [0.98%]
Metropolitan Transn Auth [0.97%]
St James Parish La Rev Var Rev B 0.4% [0.97%]
Appling Cnty Ga Dev Auth 0.18% [0.93%]
Washington Fed Hwy Grnt Antic Grnt An 5% [0.88%]
New York St Twy Auth 5% [0.86%]

Sep 29, 2015
Puttable Fltg Opt Tax Exempt R Ctfs [1.41%]
Univ N C Chapel Hill Rev Var Rev B [1.24%]
Houston Tex Util Sys Rev First Lie 0.76% [1.14%]
Las Vegas Valley Nev Wtr Dist 0.25% [1%]
Port Port Arthur Tex Nav Dist 0.21% [0.99%]
St James Parish La Rev Var Rev B 0.35% [0.99%]
Metropolitan Transn Auth [0.98%]
Washington Fed Hwy Grnt Antic Grnt An 5% [0.9%]
New York St Twy Auth 5% [0.88%]
Click here for Stock Holding Change Map in Lord Abbett Short Duration Tax Free F Fund (LSDFX)

  

Latest News on Lord Abbett Short Duration Tax Free F (LSDFX) Fund

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Lord Abbett Short Duration Tax Free F Fund (LSDFX) Related ResourcesSee more information on Lord Abbett Short Duration Tax Free F (LSDFX) Fund

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