LOISX Mutual Fund

LOISX Mutual Fund (Lord Abbett Intermediate Tax-Free Fund Class F3) is managed by Lord Abbett Family of Funds with $31.2M in net assets. LOISX expense ratio is 0.47%, holding 922 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-04-04.

LOISX performance shows a YTD return of -4.11%. The 1-year return is -2.86% and the 5-year return is 0.23%. LOISX dividend yield stands at 3.95%, paid monthly.

LOISX top holdings include Main Street Natural Gas Inc., Georgia, Gas Supply Revenue Bonds, Series 2022C 08/01/2052 (1.1%), Black Belt Energy 5 10/35 (0.8%), Black Belt Energy Gas Dist Al Bbeutl 07/33 Fixed 5 5 07/01/2033 5 2033-07-01 (0.8%), Black Belt Energy Gas Dist Al Bbeutl 12/31 Floating Var (0.7%), Tx Muni Gas Acq Vi 5 1/36 (0.7%). Go to all LOISX holdings, LOISX sectors, or LOISX dividends.

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