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Nasdaq - Delayed Quote USD

Lord Abbett California Tax Free A (LCFIX)

9.75
+0.01
+(0.10%)
As of 8:09:19 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.56%
5y Average Return 0.79%
Number of Years Up 32
Number of Years Down 7
Best 1Y Total Return (Apr 28, 2025) 13.20%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 13.20%
Worst 3Y Total Return -2.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCFIX
Category
YTD
-1.04%
1.88%
1-Month
-1.98%
0.44%
3-Month
-1.04%
2.15%
1-Year
0.84%
5.80%
3-Year
0.65%
5.09%
5-Year
0.72%
3.20%
10-Year
1.93%
5.08%
Last Bull Market
4.58%
7.56%
Last Bear Market
-6.13%
8.23%

Annual Total Return (%) History

Year
LCFIX
Category
2025
--
--
2024
2.12%
--
2023
6.94%
--
2022
-13.31%
--
2021
2.65%
--
2020
4.64%
4.59%
2019
9.30%
8.09%
2018
0.50%
0.62%

2017
6.71%
5.91%
2016
0.15%
0.07%
2015
3.64%
3.72%
2014
13.20%
12.07%
2013
-3.92%
-3.71%
2012
11.88%
10.42%
2011
11.18%
11.74%
2010
0.99%
1.77%
2009
20.07%
17.38%
2008
-13.45%
-11.05%
2007
-0.55%
0.71%
2006
4.18%
4.58%
2005
3.94%
3.93%
2004
4.45%
4.37%
2003
3.67%
4.27%
2002
7.63%
8.03%
2001
4.41%
3.84%
2000
14.86%
12.79%
1999
-6.36%
-4.60%
1998
6.11%
5.96%
1997
8.85%
8.53%
1996
3.41%
4.35%
1995
17.42%
18.10%
1994
-10.52%
-5.97%
1993
13.88%
11.91%
1992
9.04%
8.62%
1991
13.41%
10.72%
1990
7.24%
6.47%
1989
9.86%
9.59%
1988
11.26%
11.31%
1987
-1.51%
-1.66%
1986
18.83%
17.72%
1985
--
18.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.04% -- -- --
2024 0.22% 0.54% 2.61% -1.22%
2023 2.88% 0.57% -4.40% 8.12%
2022 -8.13% -6.13% -3.97% 4.66%
2021 -0.29% 2.38% -0.75% 1.31%
2020 -2.90% 3.30% 1.48% 2.80%
2019 3.32% 2.84% 2.29% 0.56%
2018 -0.97% 1.14% -0.25% 0.60%
2017 1.86% 2.38% 1.01% 1.31%
2016 1.95% 3.63% -0.03% -5.18%

2015 1.11% -1.26% 1.70% 2.07%
2014 4.66% 3.61% 2.38% 1.97%
2013 0.48% -3.91% -0.73% 0.25%
2012 4.49% 1.78% 3.42% 1.72%
2011 -0.74% 5.27% 3.63% 2.68%
2010 1.59% 1.40% 4.53% -6.21%
2009 6.13% 4.21% 10.78% -2.00%
2008 -2.46% 1.36% -5.83% -7.04%
2007 0.61% -0.94% 0.04% -0.26%
2006 0.25% -0.24% 2.97% 1.17%
2005 0.32% 3.10% -0.03% 0.53%
2004 2.02% -2.95% 4.01% 1.43%
2003 0.69% 2.98% -1.68% 1.70%
2002 0.04% 3.01% 5.49% -0.99%
2001 1.78% -0.68% 4.29% -0.97%
2000 4.00% 1.41% 3.33% 5.39%
1999 0.70% -2.95% -2.07% -2.17%
1998 0.83% 1.57% 3.42% 0.19%
1997 -0.79% 3.11% 3.52% 2.78%
1996 -1.95% 0.56% 2.48% 2.34%
1995 7.73% 2.21% 2.17% 4.37%
1994 -7.28% -0.36% 0.32% -3.45%
1993 5.07% 3.46% 3.93% 0.79%
1992 0.17% 4.58% 2.04% 2.01%
1991 1.91% 2.69% 4.31% 3.89%
1990 0.45% 2.37% 0.02% 4.27%
1989 0.62% 6.08% -0.11% 3.04%
1988 2.90% 2.22% 2.94% 2.76%
1987 2.87% -6.59% -4.13% 6.90%
1986 8.49% -0.69% 5.52% 4.53%
1985 8.05% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 74
3-Month 82
1-Year 79
3-Year 81
5-Year 67

Load Adjusted Returns

1-Year -1.43%
3-Year -0.11%
5-Year 0.26%
10-Year 1.70%

Performance & Risk

YTD Return -2.56%
5y Average Return 0.79%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Muni California Long
Fund Family Lord Abbett
Net Assets 660.27M
YTD Return -1.04%
Yield 3.40%
Morningstar Rating
Inception Date Jan 31, 2011

Fund Summary

In pursuing its investment objective, the fund uses the volatility of the Bloomberg Municipal Bond Index as an approximation of reasonable risk. To pursue its investment objective, under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that pay interest exempt from federal income tax and California personal income tax.

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