LCFOX Mutual Fund

LCFOX Mutual Fund (Lord Abbett California Tax Free Fund Class F3) is managed by Lord Abbett Family of Funds with $6.5M in net assets. LCFOX expense ratio is 0.57%, holding 304 positions across sectors including Financials, Utilities, Health Care. Inception date: 2017-04-04.

LCFOX performance shows a YTD return of -0.41%. The 1-year return is 5.40% and the 5-year return is -0.56%. LCFOX dividend yield stands at 3.58%, paid monthly.

LCFOX top holdings include California Cmnty Choice Fing A 5.25 01/01/2054 (1.1%), California Housing Finance Agency Ser 2021-3 Cl A Regd 3.25000000 (1.1%), San Diego Cnty 5.5% 07/55 (1.0%), California Community Choi 5 03/01/2036 5 2036-03-01 (1.0%), California Health Facilities Financing Authority 5.25% 08/15/2054 (0.9%). Go to all LCFOX holdings, LCFOX sectors, or LCFOX dividends.

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