0000930413-21-001084.txt : 20210514 0000930413-21-001084.hdr.sgml : 20210514 20210514150734 ACCESSION NUMBER: 0000930413-21-001084 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21924001 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 0000002691 S000006806 LORD ABBETT AFFILIATED FUND INC C000018428 Class A LAFFX 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 497 1 c101669_497.htm DEFINITIVE MATERIAL

LORD ABBETT AFFILIATED FUND, INC.

 

Supplement dated May 14, 2021 to the

Prospectus and Statement of Additional Information dated March 1, 2021

 

The following changes are effective May 15, 2021:

The following table replaces the table in the subsection under “Management – Portfolio Managers” on page 9 of the prospectus:

Portfolio Managers/Title Member of the Portfolio
Management Team Since
Darnell C. Azeez, Managing Director and Portfolio Manager 2019
Marc Pavese, Partner and Director of Quantitative Research 2013
Servesh Tiwari, Portfolio Manager 2019
Ryan C. Howard, Portfolio Manager 2021

 

The following paragraph replaces the second paragraph under “Management and Organization of the Fund – Portfolio Managers” on page 22 of the prospectus:

Darnell C. Azeez, Managing Director and Portfolio Manager, heads the Fund’s team. Mr. Azeez joined Lord Abbett in 2002. Additional members of the team are Marc Pavese, Partner and Director of Quantitative Research, Servesh Tiwari, Portfolio Manager, and Ryan C. Howard, Portfolio Manager. Messrs. Pavese, Tiwari, and Howard joined Lord Abbett in 2008, 2015, and 2003, respectively. Messrs. Azeez, Pavese, Tiwari, and Howard are jointly and primarily responsible for the day-to-day management of the Fund.

 

SAI Changes

The table beginning on page 4-1 of Part I of the Fund’s SAI is updated to include “Options Contracts” and “Swap Agreements” as permitted investment types for the Fund.

 

The following rows replace the applicable rows of the corresponding table in the subsection titled “Portfolio Manager Information – Other Accounts Managed” on page 7-1 of the statement of additional information (“SAI”):

Affiliated Fund1 Number of Registered Investment Companies Total Assets ($MM) Number of Other Pooled Investment Vehicles Total Assets ($MM) Number of Other Accounts Total Assets ($MM)
Darnell C. Azeez 3 2,668.6 0 0 0 0
Marc Pavese 3 2,668.6 0 0 0 0
Servesh Tiwari 4 2,675.5 2 3.4 0 0
1   Ryan C. Howard was newly added to the Fund effective May 15, 2021 and his other accounts managed will be reported in a future filing.

 

 

 

The following rows replace the applicable rows of the corresponding table in the subsection titled “Portfolio Manager Information – Holdings of Portfolio Managers” on page 7-1 of the SAI:

 

Ownership of Securities Aggregate Dollar Range of Securities
Darnell C. Azeez $500,001-$1,000,000
Marc Pavese $100,001-$500,000
Servesh Tiwari $50,001-$100,000
Ryan C. Howard1 N/A
1   Ryan C. Howard was newly added to the Fund effective May 15, 2021 and his portfolio holdings will be reported in a future filing.

 

 

Please retain this document for your future reference.

 

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