Lord Abbett Intermediate Tax Free Fund (LISAX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LISAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LISAX
LISAX charges 0.71% annually. There are 312 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | LISAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LISAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | LISAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | LISAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | LISAX vs FSMUX |
Best Risk-Adjusted Alternatives to LISAX
LISAX has a PortfoliosLab risk / return rank of 65. There are 358 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | LISAX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | LISAX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | LISAX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | LISAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | LISAX vs TFCYX |
Top Performing LISAX Alternatives (YTD)
LISAX is at 0.07% YTD. There are 353 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | LISAX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | LISAX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | LISAX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | LISAX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | LISAX vs AFB |
Lowest Volatility Alternatives to LISAX
LISAX has 2.58% 1-year volatility. There are 197 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | LISAX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | LISAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | LISAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | LISAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | LISAX vs USMTX |
Lowest Drawdown Alternatives to LISAX
LISAX has a 1-year max drawdown of -3.14%. There are 391 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | LISAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | LISAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | LISAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | LISAX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | LISAX vs DFSMX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 88 | 0.93% | — | Oct 2004 | LISAX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 78 | 0.83% | — | Nov 1993 | LISAX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 1.63% | — | May 2020 | LISAX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 11.98% | — | Jan 1950 | LISAX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 1.72% | — | Apr 2020 | LISAX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 1.97% | — | Jun 2011 | LISAX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 38 | 0.17% | — | Mar 1971 | LISAX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 57 | 0.83% | — | Dec 1998 | LISAX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LISAX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 70 | 12.42% | — | Jun 1983 | LISAX vs LAVLX |
Often Compared With LISAX
Investors most often compare LISAX with SGOV, CGMU, VTEB. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LISAX with Any Fund or Stock
Compare LISAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LISAX with funds that move differently
Lord Abbett Intermediate Tax Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LISAX.
Explore LISAX Diversifiers