Lord Abbett Intermediate Tax Free B
90 Hudson Street 11th Floor Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Muni National Interm | | Fund Family: | Lord Abbett | | Net Assets: | 6.27M | | Year-to-Date Return: | 12.51% | | Yield: | 2.99% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-03 |
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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. |
| 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 |
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| 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. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 29.73% | | Average for Category:
| 43.23% |
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| Expense | LISBX | Category
Avg | | Total Expense Ratio: | 1.30%
| 0.89% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 3.49% | | Max Deferred Sales Load: | 5.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 799 | $464 | | 5 Yr Expense Projection*: |
$ 960 | $697 | | 10 Yr Expense Projection*: |
$ 1,663 | $1,360 |
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1.99% Nasdaq 
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