0000930413-17-001407.txt : 20170405 0000930413-17-001407.hdr.sgml : 20170405 20170405105058 ACCESSION NUMBER: 0000930413-17-001407 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170405 DATE AS OF CHANGE: 20170405 EFFECTIVENESS DATE: 20170405 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT AFFILIATED FUND INC CENTRAL INDEX KEY: 0000002691 IRS NUMBER: 136020600 STATE OF INCORPORATION: MD FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-10638 FILM NUMBER: 17741502 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBOTT AFFILIATED FUND INC DATE OF NAME CHANGE: 19960315 FORMER COMPANY: FORMER CONFORMED NAME: AFFILIATED FUND INC DATE OF NAME CHANGE: 19941207 FORMER COMPANY: FORMER CONFORMED NAME: AFFILIATED INC DATE OF NAME CHANGE: 19920721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT SECURITIES TRUST CENTRAL INDEX KEY: 0000898031 IRS NUMBER: 133712440 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-58846 FILM NUMBER: 17741504 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT MUNICIPAL INCOME FUND INC CENTRAL INDEX KEY: 0000737800 IRS NUMBER: 133200760 STATE OF INCORPORATION: MD FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-88912 FILM NUMBER: 17741506 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT TAX FREE INCOME FUND INC DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT MID CAP STOCK FUND INC CENTRAL INDEX KEY: 0000716788 IRS NUMBER: 133166900 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-82544 FILM NUMBER: 17741507 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT MID CAP VALUE FUND INC DATE OF NAME CHANGE: 19960315 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBOTT MID CAP VALUE FUND INC DATE OF NAME CHANGE: 19960315 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT VALUE APPRECIATION FUND INC DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT GLOBAL FUND INC CENTRAL INDEX KEY: 0000829901 IRS NUMBER: 133460109 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-20309 FILM NUMBER: 17741509 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT BOND DEBENTURE FUND INC CENTRAL INDEX KEY: 0000060365 IRS NUMBER: 132669319 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-38910 FILM NUMBER: 17741512 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT BOND FUND INC DATE OF NAME CHANGE: 19790412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT RESEARCH FUND INC CENTRAL INDEX KEY: 0000887194 IRS NUMBER: 136995863 STATE OF INCORPORATION: MD FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-47641 FILM NUMBER: 17741505 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT DEVELOPING GROWTH FUND, INC. CENTRAL INDEX KEY: 0000276914 IRS NUMBER: 132958970 STATE OF INCORPORATION: MD FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-62797 FILM NUMBER: 17741511 BUSINESS ADDRESS: STREET 1: 90 HUDSON ST. CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON ST. CITY: JERSEY CITY STATE: NJ ZIP: 07302 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT DEVELOPING GROWTH FUND INC /NEW/ DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: DEVELOPING GROWTH SHARES INC DATE OF NAME CHANGE: 19600201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT INVESTMENT TRUST CENTRAL INDEX KEY: 0000911507 IRS NUMBER: 133731507 STATE OF INCORPORATION: DE FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-68090 FILM NUMBER: 17741508 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET CITY: JERSEY CITY STATE: NJ ZIP: 07302 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT EQUITY TRUST CENTRAL INDEX KEY: 0001139819 IRS NUMBER: 223805271 FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-60304 FILM NUMBER: 17741510 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07301-3973 BUSINESS PHONE: 201-827-2000 MAIL ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302-3973 FORMER COMPANY: FORMER CONFORMED NAME: LORD ABBETT BLEND TRUST DATE OF NAME CHANGE: 20010502 0000002691 S000006806 LORD ABBETT AFFILIATED FUND INC C000018428 Class A LAFFX C000018429 Class B LAFBX C000018430 Class C LAFCX C000018431 Class P LAFPX C000018432 Class I LAFYX C000054699 Class F LAAFX C000054700 Class R2 LAFQX C000054701 Class R3 LAFRX C000155435 Class R4 LAFSX C000155436 Class R5 LAFTX C000155437 Class R6 LAFVX C000184551 Class F3 LTFOX C000184552 Class T LAETX 0000060365 S000006820 LORD ABBETT BOND DEBENTURE FUND INC C000018454 Class A LBNDX C000018455 Class B LBNBX C000018456 Class C BDLAX C000018457 Class P LBNPX C000018458 Class I LBNYX C000052177 Class F LBDFX C000052178 Class R2 LBNQX C000052179 Class R3 LBNRX C000158205 Class R4 LBNSX C000158206 Class R5 LBNTX C000158207 Class R6 LBNVX C000188230 Class F3 LBNOX C000188231 Class T ALPTX 0000276914 S000006834 LORD ABBETT DEVELOPING GROWTH FUND INC C000018473 Class A LAGWX C000018474 Class B LADBX C000018475 Class C LADCX C000018476 Class P LADPX C000018477 Class I LADYX C000054855 Class F LADFX C000054856 Class R2 LADQX C000054857 Class R3 LADRX C000151972 Class R4 LADSX C000151973 Class R5 LADTX C000151974 Class R6 LADVX C000176973 Class T LAWTX C000188220 Class F3 LOGWX 0000716788 S000001450 LORD ABBETT MID CAP STOCK FUND INC C000003858 Class A LAVLX C000003859 Class B LMCBX C000003860 Class C LMCCX C000003861 Class P LMCPX C000003862 Class I LMCYX C000054846 Class F LMCFX C000054847 Class R2 LMCQX C000054848 Class R3 LMCRX C000158202 Class R4 LMCSX C000158203 Class R5 LMCTX C000158204 Class R6 LMCHX C000188260 Class F3 LOVLX C000188261 Class T LMITX 0000737800 S000007531 Lord Abbett California Tax-Free Income Fund C000020575 Class P C000020576 Class A LCFIX C000020577 Class C CALAX C000054742 Class F LCFFX C000096845 Class I CAILX C000181866 Class T LCTTX C000188221 Class F3 LCFOX 0000737800 S000007537 Lord Abbett National Tax-Free Income Fund C000020588 Class P C000020589 Class A LANSX C000020590 Class B LANBX C000020591 Class C LTNSX C000050290 Class I LTNIX C000054746 Class F LANFX C000181867 Class T LANTX C000188222 Class F3 LONSX 0000737800 S000007538 Lord Abbett New Jersey Tax-Free Income Fund C000020592 Class P C000020593 Class A LANJX C000054747 Class F LNJFX C000096846 Class I LINJX C000181868 Class T LNJTX C000188223 Class F3 LONJX 0000737800 S000007539 Lord Abbett New York Tax-Free Income Fund C000020594 Class P C000020595 Class A LANYX C000020596 Class C NYLAX C000054748 Class F LNYFX C000096847 Class I NYLIX C000181869 Class T LNYTX C000188224 Class F3 LONYX 0000737800 S000030155 Lord Abbett AMT Free Municipal Bond Fund C000092621 Class A LATAX C000092622 Class C LATCX C000092623 Class F LATFX C000092624 Class I LMCIX C000181870 Class T LATTX C000188225 Class F3 LATOX 0000737800 S000031145 Lord Abbett High Yield Municipal Bond Fund C000096621 Class A HYMAX C000096622 Class B HYMBX C000096623 Class C HYMCX C000096624 Class F HYMFX C000096625 Class I HYMIX C000096626 Class P HYMPX C000181871 Class T HYMTX C000188226 Class F3 HYMOX 0000737800 S000031146 Lord Abbett Intermediate Tax Free Fund C000096627 Class F LISFX C000096628 Class I LAIIX C000096629 Class P LISPX C000096630 Class A LISAX C000096631 Class B LISBX C000096632 Class C LISCX C000181872 Class T LISTX C000188227 Class F3 LOISX 0000737800 S000031147 Lord Abbett Short Duration Tax Free Fund C000096633 Class A LSDAX C000096634 Class B C000096635 Class C LSDCX C000096636 Class F LSDFX C000096637 Class I LISDX C000181873 Class T LSHTX C000188228 Class F3 LSDOX 0000737800 S000049302 Lord Abbett Short Duration High Yield Municipal Bond Fund C000155633 Class A SDHAX C000155634 Class C SDHCX C000155635 Class F SDHFX C000155636 Class I SDHIX C000181874 Class T SDHTX C000188229 Class F3 HYMQX 0000829901 S000001451 Lord Abbett Multi-Asset Global Opportunity Fund C000003863 Class P C000003864 Class I LGEYX C000003865 Class A LAGEX C000003866 Class B LAGBX C000003867 Class C LAGCX C000054916 Class F LAGFX C000054917 Class R2 LAGQX C000054918 Class R3 LARRX C000158190 Class R4 LARSX C000158191 Class R5 LARTX C000158192 Class R6 LARVX C000188262 Class F3 LOGEX C000188263 Class T LAGTX 0000829901 S000001454 Lord Abbett Emerging Markets Currency Fund C000003870 Class I LDMYX C000003871 Class A LDMAX C000003872 Class B LDMBX C000003873 Class C LDMCX C000003874 Class P LDMPX C000054919 Class F LDMFX C000054920 Class R2 LDMQX C000054921 Class R3 LDMRX C000158193 Class R4 LDMSX C000158194 Class R5 LDMTX C000158195 Class R6 LDMVX C000188264 Class F3 LODMX C000188265 Class T LDETX 0000829901 S000040652 Lord Abbett Emerging Markets Local Bond Fund C000126022 Class A LEMAX C000126023 Class C LEMCX C000126024 Class F LEMFX C000126025 Class I LEMLX C000126026 Class R2 LEMQX C000126027 Class R3 LEMRX C000158196 Class R4 LEMKX C000158197 Class R5 LEMTX C000158198 Class R6 LEMVX C000188266 Class F3 LEMOX C000188267 Class T LELTX 0000829901 S000042725 Lord Abbett Emerging Markets Corporate Debt Fund C000132114 Class A LCDAX C000132115 Class C LEDCX C000132116 Class F LCDFX C000132117 Class I LCDIX C000132118 Class R2 LCDQX C000132119 Class R3 LCDRX C000158199 Class R4 LCDSX C000158200 Class R5 LCDTX C000158201 Class R6 LCDVX C000188268 Class F3 LCDOX C000188269 Class T LCETX 0000887194 S000006998 Lord Abbett Calibrated Dividend Growth Fund C000019088 Class A LAMAX C000019089 Class B LAMBX C000019090 Class C LAMCX C000019091 Class P LAMPX C000019092 Class I LAMYX C000054712 Class F LAMFX C000054713 Class R2 LAMQX C000054714 Class R3 LAMRX C000156653 Class R4 LAMSX C000156654 Class R5 LAMTX C000156655 Class R6 LAMHX C000188280 Class F3 LRMAX C000188281 Class T LBDTX 0000887194 S000006999 Lord Abbett Growth Opportunities Fund C000019093 Class A LMGAX C000019094 Class B LMGBX C000019095 Class C LMGCX C000019096 Class P LGOPX C000019097 Class I LMGYX C000054715 Class F LGOFX C000054716 Class R2 LGOQX C000054717 Class R3 LGORX C000156656 Class R4 LGOSX C000156657 Class R5 LGOTX C000156658 Class R6 LGOVX C000188282 Class F3 LOMGX C000188283 Class T LGPTX 0000887194 S000007001 Small-Cap Value Series C000019103 Class A LRSCX C000019104 Class B LRSBX C000019105 Class C LSRCX C000019106 Class P LRSPX C000019107 Class I LRSYX C000054721 Class F LRSFX C000054722 Class R2 LRSQX C000054723 Class R3 LRSRX C000156659 Class R4 LRSSX C000156660 Class R5 LRSTX C000156661 Class R6 LRSVX C000188284 Class F3 LRSOX C000188285 Class T LSVTX 0000898031 S000007138 Lord Abbett Fundamental Equity Fund C000019515 Class A LDFVX C000019516 Class B GILBX C000019517 Class C GILAX C000019518 Class P LAVPX C000019519 Class I LAVYX C000054922 Class F LAVFX C000054923 Class R2 LAVQX C000054924 Class R3 LAVRX C000155667 Class R4 LAVSX C000155668 Class R5 LAVTX C000155669 Class R6 LAVVX C000184529 Class F3 LDFOX C000184530 Class T LDFTX 0000898031 S000007139 Lord Abbett Alpha Strategy Fund C000019520 Class P C000019521 Class I ALFYX C000019522 Class A ALFAX C000019523 Class B ALFBX C000019524 Class C ALFCX C000054925 Class F ALFFX C000054926 Class R2 ALFQX C000054927 Class R3 ALFRX C000155670 Class R4 ALFKX C000155671 Class R5 ALFTX C000155672 Class R6 ALFVX C000184531 Class F3 ALFOX C000184532 Class T LASTX 0000898031 S000007140 Lord Abbett International Core Equity Fund C000019525 Class A LICAX C000019526 Class B LICBX C000019527 Class C LICCX C000019528 Class P LICPX C000019529 Class I LICYX C000054928 Class F LICFX C000054929 Class R2 LICQX C000054930 Class R3 LICRX C000155673 Class R4 LICSX C000155674 Class R5 LICTX C000155675 Class R6 LICVX C000184533 Class F3 LICOX C000184534 Class T LITTX 0000898031 S000007142 Lord Abbett Micro-Cap Growth Fund C000019535 Class A C000019536 Class I LMIYX 0000898031 S000007143 Lord Abbett Micro-Cap Value Fund C000019537 Class A C000019538 Class I LMVYX 0000898031 S000007144 Lord Abbett Value Opportunities Fund C000019539 Class A LVOAX C000019540 Class B LVOBX C000019541 Class C LVOCX C000019542 Class P LVOPX C000019543 Class I LVOYX C000054934 Class F LVOFX C000054935 Class R2 LVOQX C000054936 Class R3 LVORX C000155676 Class R4 LVOSX C000155677 Class R5 LVOTX C000155678 Class R6 LVOVX C000184535 Class F3 LVOOX C000184536 Class T LVATX 0000898031 S000007183 Lord Abbett International Opportunities Fund C000019658 Class A LAIEX C000019659 Class B LINBX C000019660 Class C LINCX C000019661 Class P LINPX C000019662 Class I LINYX C000054937 Class F LINFX C000054938 Class R2 LINQX C000054939 Class R3 LINRX C000155679 Class R4 LINSX C000155680 Class R5 LINTX C000155681 Class R6 LINVX C000184537 Class T LAITX C000184538 Class F3 LOIEX 0000898031 S000022492 Lord Abbett International Dividend Income Fund C000065058 Class A LIDAX C000065059 Class B C000065060 Class C LIDCX C000065061 Class F LIDFX C000065062 Class I LAIDX C000065063 Class R2 LIDRX C000065064 Class R3 LIRRX C000155682 Class R4 LIRSX C000155683 Class R5 LIRTX C000155684 Class R6 LIRVX C000184539 Class F3 LIDOX C000184540 Class T LIDTX 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101588 Class A LGLAX C000101589 Class C LGLCX C000101590 Class F LGLFX C000101591 Class I LGLIX C000101592 Class R2 LGLQX C000101593 Class R3 LGLRX C000120794 Class B GLABX C000155685 Class R4 LGLSX C000155686 Class R5 LGLUX C000155687 Class R6 LGLVX C000184541 Class F3 LGLOX C000184542 Class T LGWTX 0000898031 S000055621 Lord Abbett Global Core Equity Fund C000175097 Class A LGCAX C000175098 Class C LGCCX C000175099 Class F LGCFX C000175100 Class I LGCYX C000175101 Class R2 LGCQX C000175102 Class R3 LGCRX C000175103 Class R4 LGCSX C000175104 Class R5 LGCVX C000175105 Class R6 LGCWX C000184543 Class F3 LGCOX C000184544 Class T LGETX 0000911507 S000007276 Lord Abbett Convertible Fund C000019975 Class A LACFX C000019976 Class B LBCFX C000019977 Class C LACCX C000019978 Class P LCFPX C000019979 Class I LCFYX C000054882 Class F LBFFX C000054883 Class R2 LBCQX C000054884 Class R3 LCFRX C000156617 Class R4 LCFSX C000156618 Class R5 LCFTX C000156619 Class R6 LCFVX C000188232 Class F3 LOCFX C000188233 Class T LBCTX 0000911507 S000007277 Lord Abbett Core Fixed Income Fund C000019980 Class A LCRAX C000019981 Class B LCRBX C000019982 Class C LCRCX C000019983 Class P LCRPX C000019984 Class I LCRYX C000054885 Class F LCRFX C000054886 Class R2 LCRQX C000054887 Class R3 LCRRX C000156620 Class R4 LCRSX C000156621 Class R5 LCRTX C000156622 Class R6 LCRVX C000188234 Class F3 LCROX C000188235 Class T LCITX 0000911507 S000007278 Lord Abbett High Yield Fund C000019985 Class A LHYAX C000019986 Class B LHYBX C000019987 Class C LHYCX C000019988 Class P LHYPX C000019989 Class I LAHYX C000054888 Class F LHYFX C000054889 Class R2 LHYQX C000054890 Class R3 LHYRX C000156623 Class R4 LHYSX C000156624 Class R5 LHYTX C000156625 Class R6 LHYVX C000188236 Class F3 LHYOX C000188237 Class T LHITX 0000911507 S000007279 Lord Abbett Short Duration Income Fund C000019990 Class P C000019991 Class I LLDYX C000019992 Class A LALDX C000019993 Class B LLTBX C000019994 Class C LDLAX C000054891 Class F LDLFX C000054892 Class R2 LDLQX C000054893 Class R3 LDLRX C000156626 Class R4 LDLKX C000156627 Class R5 LDLTX C000156628 Class R6 LDLVX C000188238 Class F3 LOLDX C000188239 Class T LDITX 0000911507 S000007280 Lord Abbett Total Return Fund C000019995 Class A LTRAX C000019996 Class B LTRBX C000019997 Class C LTRCX C000019998 Class P LTRPX C000019999 Class I LTRYX C000054894 Class F LTRFX C000054895 Class R2 LTRQX C000054896 Class R3 LTRRX C000156629 Class R4 LTRKX C000156630 Class R5 LTRTX C000156631 Class R6 LTRHX C000188240 Class T LRETX C000188241 Class F3 LTROX 0000911507 S000007281 Lord Abbett Income Fund C000020000 Class P C000020001 Class I LAUYX C000020002 Class A LAGVX C000020003 Class B LAVBX C000020004 Class C LAUSX C000054897 Class F LAUFX C000054898 Class R2 LAUQX C000054899 Class R3 LAURX C000156632 Class R4 LAUKX C000156633 Class R5 LAUTX C000156634 Class R6 LAUVX C000188242 Class F3 LOGVX C000188243 Class T LAOTX 0000911507 S000007282 Lord Abbett Multi-Asset Balanced Opportunity Fund C000020005 Class I LABYX C000020006 Class A LABFX C000020007 Class B LABBX C000020008 Class C BFLAX C000020009 Class P LABPX C000054900 Class F BLAFX C000054901 Class R2 BLAQX C000054902 Class R3 BLARX C000156635 Class R4 BLASX C000156636 Class R5 BLATX C000156637 Class R6 BLAVX C000188244 Class F3 LOBFX C000188245 Class T LABTX 0000911507 S000007283 Lord Abbett Multi-Asset Income Fund C000020010 Class A ISFAX C000020011 Class B ISFBX C000020012 Class C ISFCX C000020013 Class P ISFPX C000020014 Class I ISFYX C000054903 Class F LIGFX C000054904 Class R2 LIGQX C000054905 Class R3 LIXRX C000156638 Class R4 LIXSX C000156639 Class R5 LIXTX C000156640 Class R6 LIXVX C000188246 Class F3 ISFOX C000188247 Class T ISFTX 0000911507 S000007284 Lord Abbett Multi-Asset Growth Fund C000020015 Class A LWSAX C000020016 Class B LWSBX C000020017 Class C LWSCX C000020018 Class P LWSPX C000020019 Class I LWSYX C000054906 Class F LGXFX C000054907 Class R2 LGIQX C000054908 Class R3 LGIRX C000156641 Class R4 LGIKX C000156642 Class R5 LGITX C000156643 Class R6 LGIVX C000188248 Class F3 LOWSX C000188249 Class T LWTTX 0000911507 S000012541 Lord Abbett Diversified Equity Strategy Fund C000034096 Class A LDSAX C000034097 Class B LDSBX C000034098 Class C LDSCX C000034099 Class P LDSPX C000034100 Class I LDSYX C000054909 Class F LDSFX C000054910 Class R2 LDSQX C000054911 Class R3 LDSRX C000156644 Class R4 LDSSX C000156645 Class R5 LDSTX C000156646 Class R6 LDSVX C000188250 Class F3 LDSOX C000188251 Class T LDVTX 0000911507 S000019792 Floating Rate Fund C000055470 Class A LFRAX C000055471 Class B C000055472 Class C LARCX C000055473 Class F LFRFX C000055474 Class I LFRIX C000055475 Class R2 LFRRX C000055476 Class R3 LRRRX C000156647 Class R4 LRRKX C000156648 Class R5 LRRTX C000156649 Class R6 LRRVX C000188252 Class F3 LFROX C000188253 Class T LFRTX 0000911507 S000031962 Lord Abbett Inflation Focused Fund C000099493 Class A LIFAX C000099494 Class C LIFCX C000099495 Class F LIFFX C000099496 Class I LIFIX C000099497 Class R2 LIFQX C000099498 Class R3 LIFRX C000156650 Class R4 LIFKX C000156651 Class R5 LIFTX C000156652 Class R6 LIFVX C000188254 Class F3 LIFOX C000188255 Class T LILTX 0000911507 S000051773 Lord Abbett Core Plus Bond Fund C000162898 Class A LAPLX C000162899 Class C LAPCX C000162900 Class F LPLFX C000162901 Class I LAPIX C000162902 Class R2 LAPTX C000162903 Class R3 LAPQX C000162904 Class R4 LAPUX C000162905 Class R5 LAPVX C000162906 Class R6 LAPWX C000188256 Class F3 LOPLX C000188257 Class T LAKTX 0000911507 S000055282 Lord Abbett Ultra Short Bond Fund C000173880 Class A LUBAX C000173881 Class F LUBFX C000173882 Class I LUBYX C000173883 Class R5 LUBVX C000173884 Class R6 LUBWX C000188258 Class F3 LUBOX C000188259 Class T LUBTX 0000911507 S000056808 Lord Abbett Corporate Bond Fund C000180450 Class A LBCAX C000180451 Class R6 LBCVX C000180452 Class T LCBTX C000180453 Class C LBCCX C000180454 Class F LCCFX C000180455 Class F3 LBCOX C000180456 Class I LICIX C000180457 Class R2 LCBQX C000180458 Class R3 LRCBX C000180459 Class R4 LBCSX C000180460 Class R5 LBCUX 0000911507 S000056809 Lord Abbett Short Duration Core Bond Fund C000180461 Class A LDCAX C000180462 Class C LDCCX C000180463 Class F LDCFX C000180464 Class F3 LSCOX C000180465 Class I LSCIX C000180466 Class R2 LSCQX C000180467 Class R3 LDCRX C000180468 Class R4 LSCSX C000180469 Class R5 LSCUX C000180470 Class R6 LDCVX C000180471 Class T LDCTX 0001139819 S000035058 Lord Abbett Calibrated Large Cap Value Fund C000107878 Class A LCAAX C000107879 Class C LCACX C000107880 Class F LCAFX C000107881 Class I LVCIX C000107882 Class R2 LCAQX C000107883 Class R3 LCARX C000155309 Class R4 LCASX C000155310 Class R5 LCAUX C000155311 Class R6 LCAVX C000178973 Class F3 LCAYX C000178974 Class T LCVTX 0001139819 S000035059 Lord Abbett Calibrated Mid Cap Value Fund C000107884 Class I LVMIX C000107885 Class R2 LVMQX C000107886 Class R3 LVMRX C000107887 Class A LVMAX C000107888 Class C LVMCX C000107889 Class F LVMFX C000155312 Class R4 LVMSX C000155313 Class R5 LVMTX C000155314 Class R6 LVMHX C000178975 Class F3 LVMOX C000178976 Class T LMKTX 497 1 c88015_497.htm DEFINITIVE MATERIAL

THE LORD ABBETT FAMILY OF FUNDS*

Supplement dated April 5, 2017

to the Prospectuses and Statements of Additional Information

 

 

 

This supplement supersedes and replaces the prospectus and statement of additional information (“SAI”) supplements dated February 17, 2017 and March 8, 2017. You should read this supplement in conjunction with your Fund’s prospectus and SAI, which discuss the Fund’s share class eligibility criteria.

 

The following information replaces the table in the subsection of the prospectus titled “Choosing a Share Class – Key Features of Share Classes – Class F3 Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class F3 Shares  
Availability Available only to eligible fee-based advisory programs, clients of certain registered investment advisers, and other specified categories of eligible investors†
Front-End Sales Charge None
CDSC None
Distribution and Service (12b-1) Fee(2) None
Automatic Conversion None
Exchange Privilege(3) Class F3 shares of most Lord Abbett Funds

 

The following information replaces the table in the subsection of the prospectus titled “Choosing a Share Class – Key Features of Share Classes – Class R6 Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class R6 Shares  
Availability Available to eligible retirement and benefit plans
Front-End Sales Charge None
CDSC None
Distribution and Service (12b-1) Fee(2) None
Automatic Conversion None
Exchange Privilege(3) Class R6 shares of most Lord Abbett Funds

 

The following information replaces the subsection of the prospectus titled “Choosing a Share Class – Additional Information about the Availability of Share Classes – Class F3 Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class F3 Shares. Class F3 shares are available (1) for orders made by or on behalf of financial intermediaries for clients participating in fee-based advisory programs that have entered into special arrangements with the Fund and/or Lord Abbett Distributor specifically for such orders, (2) to investors that are clients of certain registered investment advisers that have an agreement with Lord

 

 
*Class F3 and R6 shares are not available in all Lord Abbett Funds. Please review your Fund’s prospectus and SAI to determine whether the Fund offers these share classes.

 

†For more information, please see the subsection of the prospectus titled “Choosing a Share Class – Additional Information about the Availability of Share Classes – Class F3 Shares.”
 

Abbett Distributor, if it so deems appropriate, (3) to individual investors through financial intermediaries that offer Class F3 shares, (4) to state sponsored 529 college savings plans, (5) to institutional investors, including companies, foundations, endowments, municipalities, trusts (other than individual or personal trusts established for estate or financial planning purposes), and other entities determined by Lord Abbett Distributor to be institutional investors, making an initial minimum purchase of Class F3 shares of at least $1 million in each Fund in which the institutional investor purchases Class F3 shares, and (6) to other programs and platforms that have an agreement with the Fund and/or Lord Abbett Distributor.

 

The following information replaces the subsection of the prospectus titled “Choosing a Share Class – Additional Information about the Availability of Share Classes – Class R2, R3, R4, R5, and R6 (collectively referred to as “Class R”) Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class R2, R3, R4, R5, and R6 (collectively referred to as “Class R”) Shares. Class R shares generally are available through:

 

•employer-sponsored retirement and benefit plans where the employer, administrator, recordkeeper, sponsor, related person, financial intermediary, or other appropriate party has entered into an agreement with the Fund or Lord Abbett Distributor to make Class R shares available to plan participants; or

 

•dealers that have entered into certain approved agreements with Lord Abbett Distributor.

 

Class R shares also are available for orders made by or on behalf of a financial intermediary for clients participating in an IRA rollover program sponsored by the financial intermediary that operates the program in an omnibus recordkeeping environment and has entered into special arrangements with the Fund and/or Lord Abbett Distributor specifically for such orders.

 

Class R shares generally are not available to retail non-retirement accounts, traditional and Roth IRAs, Coverdell Education Savings Accounts, SEPs, SARSEPs, SIMPLE IRAs, individual 403(b) plans, or 529 college savings plans.

 

The following information is added to the subsection of the prospectus titled “Information for Managing Your Fund Account – Purchases.”

 

Class T shares currently are not being offered. Not all funds and classes are available for purchase in all states.

 

The following information replaces the subsection of the SAI titled “Classes of Shares – Class F3 Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class F3 Shares. If you buy Class F3 shares, you pay no sales charge or 12b-1 service or distribution fees. Class F3 shares generally are available only (1) for orders made by or on behalf of financial intermediaries for clients participating in fee-based advisory programs that have entered into special arrangements with the Fund and/or Lord Abbett Distributor specifically for such orders, (2) to investors that are clients of certain registered investment advisers that have an agreement with Lord Abbett Distributor, if it so deems appropriate, (3) to individual investors through financial intermediaries that offer Class F3 shares, (4) to state sponsored 529 college savings plans, (5) to institutional investors, including companies, foundations, endowments, municipalities, trusts (other

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than individual or personal trusts established for estate or financial planning purposes), and other entities determined by Lord Abbett Distributor to be institutional investors, making an initial minimum purchase of Class F3 shares of at least $1 million in each Fund in which the institutional investor purchases Class F3 shares, and (6) to other programs and platforms that have an agreement with the Fund and/or Lord Abbett Distributor. Other potential fees and expenses related to Class F3 shares are described in the prospectus and below.

 

The following information replaces the subsection of the SAI titled “Classes of Shares – Class R5 and R6 Shares” and supplements and supersedes any information to the contrary in each Fund’s prospectus and SAI.

 

Class R5 and R6 Shares. If you buy Class R5 or R6 shares, you pay no sales charge or 12b-1 service or distribution fees. Class R5 and R6 generally are available through certain employer-sponsored retirement and benefit plans if the financial intermediary has entered into an arrangement to make available Class R5 or R6 shares to plan participants and other dealers that have entered into agreements with Lord Abbett Distributor. Class R5 and R6 shares generally are available to retirement and benefit plans where plan-level or omnibus accounts are held on the books of the Funds. They generally are not available to retail non-retirement accounts, traditional and Roth IRAs, Coverdell Education Savings Accounts, SEPs, SARSEPs, SIMPLE IRAs, individual 403(b) plans, and 529 college savings plans. Other potential fees and expenses related to Class R5 and R6 shares are described in the prospectus and below.

 

Please retain this document for your future reference.

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