Lord Abbett Short Duration Tax Free Fund (LISDX) Alternatives
Lord Abbett Short Duration Tax Free Fund (LISDX) 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 LISDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LISDX
LISDX charges 0.45% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among LISDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | LISDX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | LISDX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | LISDX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | LISDX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | LISDX vs FMBIX |
Best Risk-Adjusted Alternatives to LISDX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | LISDX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | LISDX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | LISDX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | LISDX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | LISDX vs USMTX |
Top Performing LISDX Alternatives (YTD)
LISDX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | LISDX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | LISDX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | LISDX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | LISDX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | LISDX vs NQP |
Lowest Volatility Alternatives to LISDX
LISDX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | LISDX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | LISDX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | LISDX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | LISDX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | LISDX vs BATVX |
Lowest Drawdown Alternatives to LISDX
LISDX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | LISDX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | LISDX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | LISDX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | LISDX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | LISDX vs FHMIX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LISDX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LISDX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LISDX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LISDX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LISDX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LISDX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LISDX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LISDX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LISDX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LISDX vs LAVLX |
Often Compared With LISDX
What investors most often compare with LISDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bondbloxx IR+M Tax-Aware Short Duration ETF | Municipal Bonds | 94 | 0.33% | Mar 14, 2024 | LISDX vs TAXX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | LISDX vs FGNSX | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 27 | 0.14% | Oct 28, 2022 | LISDX vs BMN | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | LISDX vs DCARX | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | LISDX vs FMNDX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | LISDX vs DMREX |
Compare LISDX with Any Fund or Stock
Compare LISDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.