LONSX Mutual Fund

LONSX Mutual Fund (Lord Abbett National Tax-Free Income Fund class F3) is managed by Lord Abbett Family of Funds. LONSX expense ratio is 0.56%, holding 708 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-04-04.

LONSX performance shows a YTD return of 1.30%. The 1-year return is 6.70% and the 5-year return is -0.60%. LONSX dividend yield stands at 3.20%, paid monthly.

LONSX top holdings include New York Transportation Development Corp 5.5% 12/31/2060 (1.4%), Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 (1.1%), California Community Choice Financing Authority (0.9%), Pennsylvania St Ec 6% 06/30/61 (0.7%), Nyttrn 5.000 10/01/40 (0.7%). Go to all LONSX holdings, LONSX sectors, or LONSX dividends.

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