LCFIX Mutual Fund

LCFIX Mutual Fund (Lord Abbett California Tax Free Fund Cl A) is managed by Lord Abbett Family of Funds. LCFIX expense ratio is 0.80%, holding 291 positions across sectors including Financials, Utilities, Health Care. Inception date: 1985-09-03.

LCFIX performance shows a YTD return of 0.69%. The 1-year return is 6.34% and the 5-year return is -0.83%. LCFIX dividend yield stands at 2.73%, paid monthly.

LCFIX top holdings include California St Univ Rev 5.5% Nov 01, 2055 (1.2%), Rfr USD Sofr/4.11000 08/25/27-30Y Lch (1.1%), California Housing Finance Agency Ser 2021-3 Cl A Regd 3.25000000 (1.1%), San Diego County Regional Airport Authority (1.0%), California Health Facilities Financing Authority 5.25% 08/15/2054 (0.9%). Go to all LCFIX holdings, LCFIX sectors, or LCFIX dividends.

LCFIX can be compared against other funds. Use LCFIX overlap to find shared positions, or LCFIX vs another fund for a side-by-side view. LCFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.