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Lord Abbett Intermediate Tax Free A (LISAX)On Dec 24: 10.11   0.00 (0.00%)  
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Profile  As of 30-Nov-09Get Profile for:
Lord Abbett Intermediate Tax Free A
90 Hudson Street 11th Floor Jersey City NJ 07302
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Phone: 888-522-2388
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FUND OVERVIEW 
Category:Muni National Interm
Fund Family:Lord Abbett
Net Assets:856.90M
Year-to-Date Return:12.19%
Yield:3.73%
Morningstar Rating:3 stars
Fund Inception Date:30-Jun-03
MORNINGSTAR STYLE BOX 
Muni National Interm
[View Category Definition]
View Top Muni National Interm Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Peter Scott Smith
Lead Manager since 01-Mar-05
Smith is a portfolio manager and trader with Lord Abbett & Company, his employer since 1992. He has been in the investment business since 1989.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:$250
Min Initial Investment, AIP:$250
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:$0
Min Subsequent Investment, AIP:$50
LISAX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks interest income exempt from federal income tax. The fund normally invests at least 80% of net asset in insured municipal bonds. It may invest up to 20% of net assets in municipal bonds rated below investment grade. It may also invest up to 20% of net assets in other fixed income securities with interest subject to federal income tax. It may maintain the average weighted maturity between 3 and 10 years.
FUND OPERATIONS 
Last Dividend (30-Nov-09): 0.03
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 29.73%
Average for Category: 38.70%
FEES & EXPENSES 
ExpenseLISAXCategory
Avg
Total Expense Ratio:% 0.89%
Max 12b1 Fee:% N/A
Max Front End Sales Load:2.25% 3.52%
Max Deferred Sales Load:% 2.34%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$462
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$700
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,369
* Per $10,000 invested


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