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U.S. Equity

Affiliated Fund (A)LAFFX
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Alpha Strategy Fund (A)ALFAX
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Convertible Fund (A)LACFX
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Developing Growth Fund (A)LAGWX
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Dividend Growth Fund (A)LAMAX
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Focused Growth Fund (A)LFGAX
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Focused Large Cap Value Fund (A)LAFLX
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Focused Small Cap Value Fund (A)LFVAX
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Fundamental Equity Fund (A)LDFVX
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Growth Leaders Fund (A)LGLAX
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Growth Opportunities Fund (A)LMGAX
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Micro Cap Growth Fund (A)LAMGX
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Mid Cap Stock Fund (A)LAVLX
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Small Cap Value Fund (A)LRSCX
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Value Opportunities Fund (A)LVOAX
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Returns with sales charges reflect a maximum sales charge of 5.75%.

Global & International Equity

Emerging Markets Equity Fund (A)EAMAX
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Global Equity Fund (A)LGCAX
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Health Care Fund (A)LHCAX
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International Equity Fund (A)LICAX
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International Growth Fund (A)LAAGX
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International Opportunities Fund (A)LAIEX
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International Value Fund (A)LIDAX
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Returns with sales charges reflect a maximum sales charge of 5.75%.

Multi-Asset

Multi-Asset Balanced Opportunity Fund (A)LABFX
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Multi-Asset Income Fund (A)ISFAX
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Returns with sales charges reflect a maximum sales charge of 2.25%.

Fixed Income

Bond Debenture Fund (A)LBNDX
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Core Fixed Income Fund (A)LCRAX
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Core Plus Bond Fund (A)LAPLX
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Emerging Markets Bond (A)LDMAX
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Emerging Markets Corporate Debt Fund (A)LCDAX
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Floating Rate Fund (A)LFRAX
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High Yield Fund (A)LHYAX
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Income Fund (A)LAGVX
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Inflation Focused Fund (A)LIFAX
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Investment Grade Floating Rate Fund (A)LGRAX
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Short Duration Core Bond Fund (A)LDCAX
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Short Duration High Yield Fund (A)LSYAX
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Short Duration Income Fund (A)LALDX
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Total Return Fund (A)LTRAX
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Ultra Short Bond Fund (A)LUBAX
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USG & GSE Money Market Fund (A)LACXX
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Fund Document Not Available.

Climate Focused Bond Fund (A)

Fund Document Not Available.

Returns with sales charges reflect a maximum sales charge of 2.25%.

 

Tax-Free Income

California Tax Free Fund (A)LCFIX
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High Income Municipal Bond Fund (A)HYMAX
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Intermediate Tax Free Fund (A)LISAX
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National Tax Free Fund (A)LANSX
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New Jersey Tax Free Fund (A)LANJX
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New York Tax Free Fund (A)LANYX
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Short Duration High Income Municipal Bond Fund (A)SDHAX
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Short Duration Tax Free Fund (A)LSDAX
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Sustainable Municipal Bond Fund (A)

Fund Document Not Available.

Returns with sales charges reflect a maximum sales charge of 2.25%.
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Important Information

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

 

With Sales Charge - Returns with sales charges reflect applicable fees and expenses and include all distributions reinvested.

 

Without Sales Charge - Returns shown are without sales charges and have all distributions reinvested. If a sales charge had been deducted, the results would have been lower.

 

Returns shown at less than a year reflect aggregate total returns.

 

Double-Digit Returns - instances of high double-digit returns were achieved primarily during favorable market conditions and may not be sustainable over time.   

 

Class A  Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Except as noted below, returns with sales charges reflect a maximum sales charge of 2.50%. There are also ongoing 12b-1 service and distribution fees.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Effective March 30, 2012, the Lord Abbett Mid Cap Value Fund changed its name to Lord Abbett Mid Cap Stock Fund.

The Fund transitioned its investment approach from investing in a mix of equity and fixed income securities to a domestic dividend oriented equity strategy. Therefore, the performance of the Fund for periods prior to September 27, 2012 is not representative of the Fund's current investment strategy. The change in investment approach may affect the Fund's performance.

A Note about Risk

Domestic Equity - The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies and/or sectors in the economy. Investments in multinational companies generally pose greater risks than those of domestic companies, including market, liquidity, currency, and political risks. Select Funds invest primarily in small cap growth company stocks, which tend to be more volatile and can be less liquid than other types of stocks. Small cap companies may also have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than large cap companies.

The Lord Abbett Dividend Growth Fund invests primarily in equity securities of large and mid-sized companies that have a history of increasing dividends and that have the potential for capital appreciation. Dividend paying securities may become less available for purchase, limiting the Fund's ability to produce current income and increasing the volatility of the Fund's returns. In addition, a company's dividend payments may vary over time, and there is no guarantee that a company will pay a dividend at all. The fund invests principally in stocks and other securities, which may experience significant volatility at times and may fall sharply in response to adverse events. Individual securities also may experience dramatic movements in price. In addition, if a fund's fundamental research and quantitative analysis fail to produce the intended result, the fund may suffer losses or underperform its benchmark or other funds with the same investment objective or strategies, even in a rising market. These factors can affect Fund performance.

International - Investing in international securities generally poses greater risk than investing in domestic securities, including greater price fluctuations and higher transaction costs. Special risks are inherent to international investing, including those related to currency fluctuations and foreign, political, and economic events. These risks can be greater in the case of emerging country securities.

Asset Allocation - Each Fund invests in underlying funds that may engage in a variety of investment strategies involving certain risks; this fund of funds may be subject to those particular risks of the underlying funds in proportion to which each Fund invests in them. Performance may be lower than the performance of the asset class that they were selected to represent.

Taxable Fixed-Income - The value of an investment in fixed-income securities will change as interest rates fluctuate and in response to market movements. As interest rates fall, the prices of debt securities tend to rise. As rates rise, prices tend to fall. High-yield securities, sometimes called junk bonds, carry increased risks of price volatility, illiquidity, and the possibility of default in the timely payment of interest and principal. Convertible securities have both equity and fixed-income risk characteristics. Like all fixed-income securities, the value of convertible securities is susceptible to the risk of market losses attributable to changes in interest rates. Generally, the market value of convertible securities tends to decline as interest rates increase and, conversely, to increase as interest rates decline.

Tax-Free Income - There is a risk that a bond issued as tax-exempt may be reclassified by the IRS as taxable, creating taxable rather than tax-free income. In addition, bonds may be subject to other types of risk such as call, credit, liquidity, interest-rate, and general market risks. The Lord Abbett AMT Free Municipal Bond Fund does not invest in any AMT triggering private activity bonds. Although the Fund seeks income that is federally tax-free, a portion of the fund's distribution may be subject to federal, state and local taxes. For all other Lord Abbett Tax Free Funds (Tax Free Funds) a portion of the income derived from the Tax Free Fund's portfolio may be subject to the alternative minimum tax and any capital gains realized may be subject to taxation, in addition, federal, state, and local taxes may apply.

These factors can affect fund performance.

Shares of Lord Abbett mutual funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.