0000930413-12-006427.txt : 20121130 0000930413-12-006427.hdr.sgml : 20121130 20121130161529 ACCESSION NUMBER: 0000930413-12-006427 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20121130 DATE AS OF CHANGE: 20121130 SUBJECT COMPANY: 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: 425 SEC ACT: 1934 Act SEC FILE NUMBER: 811-09597 FILM NUMBER: 121234855 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 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: LORD ABBETT SECURITIES TRUST CENTRAL INDEX KEY: 0000898031 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 133712440 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 425 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 CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101588 Class A LGLAX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000018558 Class A LALCX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101589 Class C LGLCX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000018560 Class C LACGX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101590 Class F LGLFX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000054852 Class F LALFX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101591 Class I LGLIX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000018562 Class I LALYX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101592 Class R2 LGLQX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000054853 Class R2 LALQX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000101593 Class R3 LGLRX CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000054854 Class R3 LALRX CENTRAL INDEX KEY: 0000898031 S000032915 Lord Abbett Growth Leaders Fund C000120794 Class B CENTRAL INDEX KEY: 0001095664 S000006868 LORD ABBETT STOCK APPRECIATION FUND C000018559 Class B LALBX 425 1 c71744_425.htm 425

Filing by Lord Abbett Securities Trust

pursuant to Rule 425 under the Securities Act of

1933, and deemed filed under Rule 14a-12(b) under

the Securities Exchange Act of 1934.

 

Subject Companies:

Lord Abbett Securities Trust

(SEC File No. 811-07538)

 

Lord Abbett Stock Appreciation Fund

(SEC File No. 811-09597)

 

LORD ABBETT STOCK APPRECIATION FUND

 

Supplement dated December 1, 2012 to the

Prospectus dated December 1, 2012

 

The prospectus is supplemented with the following:

 

The Board of Trustees of Lord Abbett Stock Appreciation Fund (“Stock Appreciation Fund”) has unanimously approved an Agreement and Plan of Reorganization (the “Agreement”) to combine the Fund with Lord Abbett Growth Leaders Fund (“Growth Leaders Fund”) to create a single larger Fund (the “Reorganization”). This change is expected to result in cost savings for Stock Appreciation Fund and its shareholders. Provided below is more information about the proposed Reorganization, the reasons why Stock Appreciation Fund’s Board believes that it is in shareholders’ best interests, and the steps required to implement it.

 

The Board believes that the Reorganization offers many potential advantages that should benefit shareholders over the long term, including the opportunity to continue to invest in a Fund with similar investment characteristics, but as part of a larger Fund with greater investment flexibility and lower overall expenses. The Reorganization of Stock Appreciation Fund into Growth Leaders Fund would mean that: (1) the resulting Fund would be managed according to the investment objective, strategies, and policies of Growth Leaders Fund; (2) shareholders of Stock Appreciation Fund would become shareholders of Growth Leaders Fund; and (3) Stock Appreciation Fund would be terminated and its shares no longer would be offered.

 

The Reorganization requires the approval of the Agreement by Stock Appreciation Fund’s shareholders. Accordingly, at a shareholder meeting scheduled to be held on March 15, 2013, shareholders of record of Stock Appreciation Fund as of December 20, 2012 (the “Record Date”) will be asked to approve the Agreement. Only shareholders of Stock Appreciation Fund as of the Record Date may vote on the Agreement. If shareholders approve the Agreement, and certain conditions required by the Agreement are satisfied, the Reorganization is expected to be completed as soon as possible after the shareholder meeting. If shareholder approval of the Agreement is delayed, the Reorganization will become effective as soon as practicable after obtaining shareholder approval.

 

 

Please retain this document for your future reference.

 

The foregoing is not a solicitation of any proxy. Once a Prospectus/Proxy Statement regarding the Reorganization has been filed with the U.S. Securities and Exchange Commission (SEC) and has become effective, a free copy of the Prospectus/Proxy Statement will be available and will provide important information about Fund objectives, strategies, risk considerations, and fees and expenses. To obtain a free copy of the Prospectus/Proxy Statement, please call 1-888-522-2388 after January 23, 2013 or by visiting www.lordabbett.com. You should carefully read and consider the Prospectus/Proxy Statement prior to investing or approving the Reorganization. The Prospectus/Proxy Statement will also be available without charge on the SEC's web site (www.sec.gov).