LATAX | AMT Free Municipal Bond Fund Class A | Lord Abbett

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AMT Free Municipal Bond Fund

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Summary

Summary

What is the AMT Free Municipal Bond Fund?

The Fund seeks to deliver a high level of income exempt from federal taxation, including the alternative minimum tax, by investing primarily in municipal bonds.

Fund Basics

Total Net Assets
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Inception Date
Dividend Frequency
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Number of Holdings
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Investment Team

Daniel S. Solender
Daniel S. Solender, CFA

Partner & Director

35 Years of Industry Experience

Greg Shuman
Gregory M. Shuman, CFA

Portfolio Manager

12 Years of Industry Experience

Supported By 14 Investment Professionals with 12 Years Avg. Industry Experience

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 09/30/2018

  • Relative to its benchmark, the Bloomberg Barclays Municipal Bond Index, the portfolio is underweight bonds in the 1- to 9-year maturity range, while maintaining an overweight to longer maturity bonds.
  • The portfolio continues to maintain an overweight to revenue bonds, specifically in the industrial development and health care sectors, given their dedicated income streams and favorable return prospects.
  • The portfolio continues to maintain an overweight to lower rated investment grade bonds due to the incremental yield advantage and solid credit fundamentals.

Dividends & Cap Gains

Dividends & Cap Gains

Fees & Expenses

Fees & Expenses

Fund Documents

Fund Documents

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Portfolio Holdings 3Q
Publish Date:11/03/2015
Summary Prospectus
Publish Date:11/03/2015
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Statutory Prospectus
Publish Date:11/03/2015
SAI
Publish Date:11/03/2015
Annual Report
Publish Date:11/03/2015
Semi-Annual Report
Publish Date:11/03/2015
Fact Sheet
Publish Date:11/03/2015
Commentary
Publish Date:11/03/2015

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Class A  Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

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