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 a closer substitute for your current allocation.
Cheapest Alternatives to LISDX
LISDX charges 0.45% annually. There are 96 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 | LISDX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | LISDX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | LISDX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LISDX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | LISDX vs FSMUX |
Best Risk-Adjusted Alternatives to LISDX
LISDX has a PortfoliosLab risk / return rank of 66. There are 329 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 | LISDX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | LISDX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | LISDX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | LISDX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | LISDX vs TFCYX |
Top Performing LISDX Alternatives (YTD)
LISDX is at 0.49% YTD. There are 215 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 | LISDX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | LISDX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | LISDX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | LISDX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | LISDX vs AFB |
Lowest Volatility Alternatives to LISDX
LISDX has 1.44% 1-year volatility. There are 44 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 | LISDX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | LISDX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | LISDX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | LISDX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | LISDX vs USMTX |
Lowest Drawdown Alternatives to LISDX
LISDX has a 1-year max drawdown of -1.44%. There are 42 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 | LISDX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | LISDX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | LISDX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | LISDX vs TFCYX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | LISDX 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 | LISDX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 78 | 0.83% | — | Nov 1993 | LISDX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 1.63% | — | May 2020 | LISDX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 11.98% | — | Jan 1950 | LISDX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 1.72% | — | Apr 2020 | LISDX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 1.97% | — | Jun 2011 | LISDX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 38 | 0.17% | — | Mar 1971 | LISDX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 57 | 0.83% | — | Dec 1998 | LISDX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LISDX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 70 | 12.42% | — | Jun 1983 | LISDX vs LAVLX |
Often Compared With LISDX
Investors most often compare LISDX with FGNSX, TAXX, MSTIX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LISDX with Any Fund or Stock
Compare LISDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LISDX with funds that move differently
Lord Abbett Short Duration Tax Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LISDX.
Explore LISDX Diversifiers