-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VONqd9/ajkCONeSzKuqsI1GGgasuVgWIlqmGelbVbmThlV4ji//j8ILB2z+YBbbx m0wZbC7idjVCU3A6qVnt7Q== 0001193125-10-053945.txt : 20100311 0001193125-10-053945.hdr.sgml : 20100311 20100311165530 ACCESSION NUMBER: 0001193125-10-053945 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20100311 DATE AS OF CHANGE: 20100311 EFFECTIVENESS DATE: 20100311 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: 10674616 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 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: 10674624 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 DEVELOPING GROWTH FUND INC /NEW/ 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: 10674623 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: DEVELOPING GROWTH SHARES INC DATE OF NAME CHANGE: 19600201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT MID CAP VALUE 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: 10674621 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 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: 10674622 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: 10153-0203 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: 10674619 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 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: 10674618 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 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: 10674620 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 STOCK APPRECIATION FUND CENTRAL INDEX KEY: 0001095664 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-88103 FILM NUMBER: 10674617 BUSINESS ADDRESS: STREET 1: 90 HUDSON STREET STREET 2: 11TH FLOOR CITY: JERSEY CITY STATE: NJ ZIP: 07302 BUSINESS PHONE: 201-395-2000 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 LARGE CAP GROWTH FUND DATE OF NAME CHANGE: 19990924 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT BLEND 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: 10674625 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 0000002691 S000006806 LORD ABBETT AFFILIATED FUND INC C000018428 Class A LAFFX C000018429 Class B LAFBX C000018430 Class C LAFCX C000018431 Class P LAFPX C000054699 Class F LAAFX C000054700 Class R2 LAFQX C000054701 Class R3 LAFRX 0000060365 S000006820 LORD ABBETT BOND DEBENTURE FUND INC C000018454 Class A LBNDX C000018455 Class B LBNBX C000018456 Class C BDLAX C000018457 Class P LBNPX C000052177 Class F LBDFX C000052178 Class R2 LBNQX C000052179 Class R3 LBNRX 0000276914 S000006834 LORD ABBETT DEVELOPING GROWTH FUND INC /NEW/ C000018473 Class A LAGWX C000018474 Class B LADBX C000018475 Class C LADCX C000018476 Class P LADPX C000054855 Class F LADFX C000054856 Class R2 LADQX C000054857 Class R3 LADRX 0000716788 S000001450 LORD ABBETT MID CAP VALUE FUND INC C000003858 Class A LAVLX C000003859 Class B LMCBX C000003860 Class C LMCCX C000003861 Class P LMCPX C000054846 Class F LMCFX C000054847 Class R2 C000054848 Class R3 0000829901 S000001451 Lord Abbett Global Allocation Fund C000003863 Class P C000003865 Class A LAGEX C000003866 Class B LAGBX C000003867 Class C LAGCX C000054916 Class F LAGFX C000054917 Class R2 LAGQX C000054918 Class R3 LARRX 0000829901 S000001454 Lord Abbett Developing Local Markets Fund 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 0000887194 S000006998 Lord Abbett Capital Structure Fund C000019088 Class A LAMAX C000019089 Class B LAMBX C000019090 Class C LAMCX C000019091 Class P LAMPX C000054712 Class F LAMFX C000054713 Class R2 LAMQX C000054714 Class R3 LAMRX 0000887194 S000006999 Lord Abbett Growth Opportunities Fund C000019093 Class A LMGAX C000019094 Class B LMGBX C000019095 Class C LMGCX C000019096 Class P LGOPX C000054715 Class F LGOFX C000054716 Class R2 LGOQX C000054717 Class R3 LGORX 0000887194 S000007000 Lord Abbett Classic Stock Fund C000019098 Class A LRLCX C000019099 Class B LARBX C000019100 Class C LLRCX C000019101 Class P LRLPX C000054718 Class F LRLFX C000054719 Class R2 LRLQX C000054720 Class R3 LRLRX 0000887194 S000007001 Small-Cap Value Series C000019103 Class A LRSCX C000019104 Class B LRSBX C000019105 Class C LSRCX C000019106 Class P LRSPX C000054721 Class F LRSFX C000054722 Class R2 LRSQX C000054723 Class R3 LRSRX 0000898031 S000007138 Lord Abbett Fundamental Equity Fund C000019515 Class A LDFVX C000019516 Class B GILBX C000019517 Class C GILAX C000019518 Class P LAVPX C000054922 Class F LAVFX C000054923 Class R2 LAVQX C000054924 Class R3 LAVRX 0000898031 S000007139 Lord Abbett Alpha Strategy Fund C000019520 Class P C000019522 Class A ALFAX C000019523 Class B ALFBX C000019524 Class C ALFCX C000054925 Class F ALFFX C000054926 Class R2 ALFQX C000054927 Class R3 ALFRX 0000898031 S000007140 Lord Abbett International Core Equity Fund C000019525 Class A LICAX C000019526 Class B LICBX C000019527 Class C LICCX C000019528 Class P LICPX C000054928 Class F LICFX C000054929 Class R2 LICQX C000054930 Class R3 LICRX 0000898031 S000007141 Lord Abbett Large-Cap Value Fund C000019530 Class A LALAX C000019531 Class B LLCBX C000019532 Class C LLCCX C000019533 Class P LALPX C000054931 Class F LCVFX C000054932 Class R2 C000054933 Class R3 0000898031 S000007142 Lord Abbett Micro-Cap Growth Fund C000019535 Class A 0000898031 S000007143 Lord Abbett Micro-Cap Value Fund C000019537 Class A 0000898031 S000007144 Lord Abbett Value Opportunities Fund C000019539 Class A LVOAX C000019540 Class B LVOBX C000019541 Class C LVOCX C000019542 Class P LVOPX C000054934 Class F LVOFX C000054935 Class R2 LVOQX C000054936 Class R3 LVORX 0000898031 S000007183 Lord Abbett International Opportunities Fund C000019658 Class A LAIEX C000019659 Class B LINBX C000019660 Class C LINCX C000019661 Class P LINPX C000054937 Class F LINFX C000054938 Class R2 LINQX C000054939 Class R3 LINRX 0000898031 S000022492 Lord Abbett International Dividend Income Fund C000065058 Class A LIDAX C000065059 Class B C000065060 Class C LIDCX C000065061 Class F LIDFX C000065063 Class R2 LIDRX C000065064 Class R3 LIRRX 0000911507 S000007276 Lord Abbett Convertible Fund C000019975 Class A LACFX C000019976 Class B LBCFX C000019977 Class C LACCX C000019978 Class P LCFPX C000054882 Class F LBFFX C000054883 Class R2 LBCQX C000054884 Class R3 LCFRX 0000911507 S000007277 Lord Abbett Core Fixed Income Fund C000019980 Class A LCRAX C000019981 Class B LCRBX C000019982 Class C LCRCX C000019983 Class P LCRPX C000054885 Class F LCRFX C000054886 Class R2 LCRQX C000054887 Class R3 LCRRX 0000911507 S000007278 Lord Abbett High Yield Fund C000019985 Class A LHYAX C000019986 Class B LHYBX C000019987 Class C LHYCX C000019988 Class P LHYPX C000054888 Class F LHYFX C000054889 Class R2 LHYQX C000054890 Class R3 LHYRX 0000911507 S000007279 Lord Abbett Short Duration Income Fund C000019990 Class P C000019992 Class A LALDX C000019993 Class B LLTBX C000019994 Class C LDLAX C000054891 Class F LDLFX C000054892 Class R2 LDLQX C000054893 Class R3 0000911507 S000007280 Lord Abbett Total Return Fund C000019995 Class A LTRAX C000019996 Class B LTRBX C000019997 Class C LTRCX C000019998 Class P LTRPX C000054894 Class F LTRFX C000054895 Class R2 LTRQX C000054896 Class R3 LTRRX 0000911507 S000007281 Lord Abbett Income Fund C000020000 Class P C000020002 Class A LAGVX C000020003 Class B LAVBX C000020004 Class C LAUSX C000054897 Class F LAUFX C000054898 Class R2 LAUQX C000054899 Class R3 LAURX 0000911507 S000007282 Lord Abbett Balanced Strategy Fund 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 0000911507 S000007283 Lord Abbett Diversified Income Strategy Fund C000020010 Class A ISFAX C000020011 Class B ISFBX C000020012 Class C ISFCX C000020013 Class P ISFPX C000054903 Class F LIGFX C000054904 Class R2 LIGQX C000054905 Class R3 LIXRX 0000911507 S000007284 Lord Abbett Growth & Income Strategy Fund C000020015 Class A LWSAX C000020016 Class B LWSBX C000020017 Class C LWSCX C000020018 Class P LWSPX C000054906 Class F LGXFX C000054907 Class R2 LGIQX C000054908 Class R3 LGIRX 0000911507 S000012541 Lord Abbett Diversified Equity Strategy Fund C000034096 Class A LDSAX C000034097 Class B LDSBX C000034098 Class C LDSCX C000034099 Class P LDSPX C000054909 Class F LDSFX C000054910 Class R2 LDSQX C000054911 Class R3 LDSRX 0000911507 S000019792 Floating Rate Fund C000055470 Class A LFRAX C000055471 Class B LFRBX C000055472 Class C LFRCX C000055473 Class F LFRFX C000055475 Class R2 LFRRX C000055476 Class R3 LRRRX 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000018558 Class A LALCX C000018559 Class B LALBX C000018560 Class C LACGX C000018561 Class P LLCPX C000054852 Class F LALFX C000054853 Class R2 LALQX C000054854 Class R3 LALRX 0001139819 S000006803 Lord Abbett Small-Cap Blend Fund C000018421 Class A LSBAX C000018422 Class B LSBBX C000018423 Class C LSBCX C000018424 Class P LSBPX C000054849 Class F LBNFX C000054850 Class R2 LSBQX C000054851 Class R3 LSSRX 497 1 d497.htm DEFINITIVE MATERIAL Definitive Material

Supplement dated March 11, 2010

to the Prospectuses and Statements of Additional Information

(A, B, C, F, P, R2, and R3, as applicable)

 

 

 

LORD ABBETT AFFILIATED FUND    LORD ABBETT MID CAP VALUE FUND
LORD ABBETT BLEND TRUST    LORD ABBETT RESEARCH FUND

      Lord Abbett Small Cap Blend Fund

        Lord Abbett Capital Structure Fund
             (formerly America’s Value Fund)
LORD ABBETT BOND DEBENTURE FUND        Lord Abbett Classic Stock Fund
             (formerly Large Cap Core Fund)
LORD ABBETT DEVELOPING GROWTH        Lord Abbett Growth Opportunities Fund
    FUND        Lord Abbett Small Cap Value Fund
LORD ABBETT GLOBAL FUND    LORD ABBETT SECURITIES TRUST

      Lord Abbett Developing Local Markets Fund

        Lord Abbett Alpha Strategy Fund

      Lord Abbett Global Allocation Fund

        Lord Abbett Fundamental Equity Fund
         (formerly All Value Fund)
LORD ABBETT INVESTMENT TRUST        Lord Abbett International Core Equity Fund

      Lord Abbett Convertible Fund

        Lord Abbett International Dividend Income Fund

      Lord Abbett Core Fixed Income Fund

        Lord Abbett International Opportunities Fund

      Lord Abbett Floating Rate Fund

        Lord Abbett Large Cap Value Fund

      Lord Abbett High Yield Fund

        Lord Abbett Micro Cap Growth Fund

      Lord Abbett Income Fund

   

    Lord Abbett Micro Cap Value Fund

      Lord Abbett Short Duration Income Fund

        Lord Abbett Value Opportunities Fund

      Lord Abbett Total Return Fund

   

      Lord Abbett Strategic Allocation Funds

    LORD ABBETT STOCK APPRECIATION

                - Balanced Strategy Fund

    FUND (formerly Large Cap Growth Fund)

                - Diversified Equity Strategy Fund

   

                - Growth & Income Strategy Fund

   

                - Diversified Income Strategy Fund

   

The following amends certain information, as described below, in each of the above-referenced Funds’ Prospectus and Statement of Additional Information (except Lord Abbett Micro Cap Growth Fund and Lord Abbett Micro Cap Value Fund):

Effective April 1, 2010, the Lord Abbett Funds will not accept purchases of Class C shares (i) of $500,000 or more, or (ii) in any amount that, when combined with the value of all shares of Eligible Funds under the terms of rights of accumulation, would result in the investor holding more than $500,000 of shares Eligible Funds at the time of such purchase, unless an appropriate representative of the investor’s broker-dealer firm (or other financial intermediary, as applicable) provides written authorization for the transaction.

With respect to qualified retirement plans, the Funds will not reject a purchase of Class C shares by such a plan in the event that a purchase amount, when combined with the value of all shares of Eligible Funds under the terms of rights of accumulation, would result in the plan holding more than $500,000 of shares of Eligible Funds at the time of the purchase. Any subsequent purchase orders submitted by the plan, however, would be subject to the Class C share purchase limit policy described above. Such subsequent purchases would be considered purchase orders for Class R3 shares.

Please contact Lord Abbett Distributor LLC with any questions regarding eligibility to purchase Class C shares based on the prior written authorization from the investor’s broker-dealer firm or other financial intermediary.

Effective April 1, 2010, Class R3 shares are available through certain 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 Funds or Lord Abbett Distributor to make Class R3 shares available to plan participants.

The following amends certain information, as described below, in the above-referenced Fund’s Prospectus and Statement of Additional Information:

Effective April 1, 2010, if you have direct account privileges with the Fund, the Fund will require a guaranteed signature by an eligible guarantor on requests for redemption requests that exceed $100,000 (formerly $50,000). Accordingly, redemption requests may be submitted by telephone or online without a signature guarantee for redemptions up to $100,000.

Please retain this document for your future reference.

 

2

-----END PRIVACY-ENHANCED MESSAGE-----