# Portfolio overlap — LSDFX vs SDHAX Comparing **Lord Abbett Short Duration Tax Free Fund** (2026-03-31) and **Lord Abbett Short Duration High Income Municipal Bond Fund** (2026-03-31). - Shared positions: 35 - Lord Abbett Short Duration Tax Free Fund covered by Lord Abbett Short Duration High Income Municipal Bond Fund: 0.06938753939594096595389310958 - Lord Abbett Short Duration High Income Municipal Bond Fund covered by Lord Abbett Short Duration Tax Free Fund: 0.06938753939594096595389310958 ## Lord Abbett Short Duration Tax Free Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Refunding Subordinate First Series 2026 | 0.018473 | | | HLTH BAPTIST AL 2013B V7 | 0.016403 | | | Harris County Cultural Education Facilities Finance Corp | 0.014899 | | | NEW YORK NY REGD V/R B/E 2.55000000 | 0.014395 | ✓ | | MUNIBOND | 0.013804 | | | California Community Choice Financing Authority, Series A-2 | 0.013336 | ✓ | | Pennsylvania Higher Educational Facilities Authority | 0.012855 | | | MAIN STR NAT GA 0% 8/1/2052 | 0.012355 | ✓ | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.012298 | | | LOWER COLORADO RIVER TX AUTH R REGD V/R B/E 5.00000000 | 0.011949 | | | Central Plains Energy Project, Nebraska, Gas Project Revenue Bonds, Project 5, SOFR Series 2022-2 | 0.011869 | | | Town of Whitman MA | 0.011686 | | | COLORADO ST HLTH FACS AUTH REVENUE | 0.011611 | | | PINELLAS COUNTY SCHOOL BOARD | 0.011558 | | | UNIV OF NORTH CAROLINA NC AT C REGD V/R B/E 3.57590000 | 0.011549 | | | NY ST DORM AUTH-C | 0.011516 | | | TNDR OPT-FLTRS-003 | 0.010808 | | | Black Belt Energy Gas District, Series F | 0.009767 | | | Pennsylvania Turnpike Commission, Series 2026 | 0.009716 | | | PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A | 0.009380 | | | Los Angeles Department of Water & Power, Series 2025A | 0.008946 | | | Jersey City Redevelopment Agency, Bayfront Redevelopment Project, Series 2025A | 0.008779 | | | Borough of Ramsey NJ | 0.008752 | | | California Community Choice Financing Authority, Green Bond, Series 2022A-2 | 0.008730 | ✓ | | Town of Cumberland RI | 0.008688 | | | Main Street Energy, Inc., Series D | 0.008168 | | | ST LUKE'S HOSPITAL OBLIGATED GROUP FRN 08-15-38 | 0.008165 | | | OHIO ST HSG FIN AGY MF HSG REV REGD V/R B/E 3.35000000 | 0.008113 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A | 0.007924 | | | TX HAREDU 10/01/2051 | 0.007912 | | | Pennsylvania Turnpike Commission | 0.007681 | | | WA ST HSG FIN COMM-B3 | 0.007584 | ✓ | | Philadelphia Authority for Industrial Development | 0.007558 | | | NJ TRANSPRTN TRUST-A | 0.007464 | | | NASHVILLE & DAVIDSON | 0.007290 | | | New York City Transitional Finance Authority Future Tax Secured Revenue, Series 2026, RB | 0.007198 | ✓ | | MICHIGAN ST FIN AUTH REVENUE REGD B/E 4.00000000 | 0.007089 | | | MAIN STR NAT GA 5% 12/1/2052 MT | 0.006610 | | | Township of Millburn NJ | 0.006603 | | | State of Illinois, Series 2025C | 0.006334 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.006319 | | | NJ NJSEDU 07/01/2064 | 0.006315 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024A-1 | 0.006169 | | | MASS DEVEL FIN VAR MT | 0.006158 | | | State of Ohio, Series 2025A | 0.006150 | | | WA ST HLTH CAR 5% MT | 0.006090 | | | CHARLOTTE-MECKLENBURG NC HOSP REGD V/R B/E 5.00000000 | 0.005976 | | | TN TNSUTL 05/01/2053 | 0.005940 | | | Ohio (State of) Air Quality Development Authority (Ohio Valley Electric Corp.), Series 2014 A, RB | 0.005877 | | | State of Illinois, Series 2023D | 0.005789 | | ## Lord Abbett Short Duration High Income Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NY NYCDEV 5 11/15/2044 | 0.021573 | | | DENVER CO UAL LEASE AMT 5.0% 10-01-32 | 0.011834 | | | TOWER HEALTH OBLIGATED GROUP 5.0% 06-30-39 | 0.011483 | ✓ | | NATGASOLINE LLC 4.625% 10-01-31 | 0.011287 | | | Wisconsin (State of) Public Finance Authority (Miami Worldcenter), Series 2024 A, RB | 0.010246 | | | CHICAGO IL BRD OF EDU REGD OID B/E 5.00000000 | 0.009890 | | | Black Belt Energy Gas District, Series 2025, RB | 0.009774 | | | NY TRANS CORP 5% 8/1/2031 AMT | 0.009463 | | | PUERTO RICO SALES TAX FING COR PUERTO RICO SALES TAX FINANCING CORP SALES TAX REV | 0.009262 | | | HGR EDU FACS FING AUTH FL HGR REGD OID B/E 5.00000000 | 0.008273 | | | MAIN STR NAT GA 0% 8/1/2052 | 0.008259 | ✓ | | Tender Option Bond Trust Receipts/Certificates | 0.008016 | ✓ | | NOVELIS CORP (MPT) 5.0% 06-01-55 | 0.007943 | | | Black Belt Energy Gas District, Series 2025 G | 0.007822 | | | PENNSYLVANIA ST ECON DEV FING REGD V/R B/E AMT 5.45000000 | 0.007562 | | | Westchester County Local Development Corp., Series 2025, RB | 0.007466 | | | Southeast Energy Authority, Alabama, A Cooperative District Energy Supply Revenue Bonds Series 2024A | 0.007340 | | | NJ EDA SPL 5% 10/1/2047@ | 0.007257 | | | Main Street Natural Gas, Inc., Series 2025B | 0.007167 | | | Minnesota Municipal Gas Agency | 0.006918 | | | PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.00000000 | 0.006804 | | | AL BBEUTL 5 07/01/2033 | 0.006694 | | | California Health Facilities Financing Authority | 0.006649 | | | California Community Choice Financing Authority, Series B | 0.006526 | | | KINGSPORT TN INDL DEV BRD EXEM REGD V/R B/E AMT 5.25000000 | 0.006364 | | | OU MEDICINE OBLIGATED GROUP 5.25% 08-15-48 | 0.006356 | | | NY TRANSPRTN DEV CORP | 0.006318 | | | IL CHIEDU 5.5 12/01/2034 | 0.005760 | | | FLORIDA ST DEV FIN CORP SOL WS REGD N/C B/E AMT 4.50000000 | 0.005757 | | | RI H and E BLDG CO 5% 9/1/36 | 0.005718 | | | Jefferson County Port Authority, Series 2023 | 0.005543 | | | California Community Choice Financing Authority, Series A-2 | 0.005538 | ✓ | | MUSKINGUM HOSP 5% 2/15/2044 | 0.005510 | | | TULSA OK MUNI ARPT TRUST TRUST TULSA MUNICIPAL AIRPORT TRUST TRUSTEES/OK | 0.005487 | | | CALIFORNIA COMMUNITY VAR | 0.005440 | | | NY TRANS CORP 4% 10/1/2030@ | 0.005439 | | | ILLINOIS FIN AUTH SURFACE FREI REGD V/R B/E AMT 4.80000000 | 0.005426 | | | NY TRANS CORP 5% 01/01/36@ | 0.005423 | | | BROOKLYN EVENTS CENTER LLC 5.0% 07-15-42 | 0.005373 | | | NYC GO FY21-2 Q=SELF V8+ | 0.005360 | ✓ | | OU MEDICINE OBLIGATED GROUP 5.25% 08-15-43 | 0.005312 | | | IOWA ST FIN AUTH MIDWSTRN DISASTER AREA REVENUE | 0.005296 | ✓ | | CA ST CMNTY DEV AUTH | 0.005131 | | | RESTRUCTURED-SER A1 | 0.005072 | | | DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-65 | 0.005063 | | | IL CHITRN 5 07/01/2048 | 0.005009 | | | California Health Facilities Financing Authority | 0.004950 | | | CABOT CITRUS FARMS FL CDD REGD B/E 5.25000000 | 0.004615 | ✓ | | California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB | 0.004588 | | | NEW HOPE CULTURAL EDU FACS FIN CORP TX SENIOR LIVING REVENUE | 0.004580 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-056337` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-056336` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _