LORD ABBETT
INVESTMENT TRUST
Lord Abbett
Core Fixed Income
Fund
Lord Abbett Core Plus Bond Fund
Lord Abbett Inflation Focused Fund
Lord Abbett Short Duration Core Bond Fund
Lord Abbett Total Return Fund
Lord Abbett Ultra Short Bond Fund
LORD ABBETT
SERIES FUND
Total Return
Portfolio
(each, a “Fund” and collectively, the “Funds”)
Supplement dated
May
1
3
, 2025
to
all current Summary Prospectuses, Prospectuses and Statement
s
of Additional Information
for the Funds
Kewjin Yuoh
has announced his plans to retire on or about September 30, 2025.
Mr. Yuoh will continue
to serve on the portfolio management team of the Fund until his retirement.
Effective September 30, 2025, all references to Kewjin Yuoh will be removed from the Summa
ry
Prospectus, Prospectus, and the Statement of Additional Information.
Capitalized terms used in this Supplement shall, unless otherwise defined herein, have the same meaning
as given in the Prospectuses and/or
Statements of
Additional Information
.
Please retain this document for your future reference.
LORD ABBETT
SERIES FUND, INC.
Short Duration Income
Portfolio
Supplement dated
May
1
3
, 20
25
to the
Summary
Prospectus
, Prospectus
and Statement of Additional Information
(“SAI”)
,
each
dated
Ma
y
1
, 202
5
The following changes are effective
May
1
3
,
2025:
The following table replaces the table in the subsection under
“
Management
—
Portfolio Managers”
on page
10
of the summary
prospectus
and
the
statutory
prospectus:
Portfolio
Managers/Title
Member
of the Portfolio
Management Team
Since
Andrew H. O’Brien, Partner and Portfolio Manager
2014
Robert A. Lee, Partner and Co
-
Head of Taxable Fixed Income
2014
Kewjin Y
uo
h, Partner and Portfolio Manager*
2014
Steven F. Rocco, Partner
and Co
-
Head of Taxable Fixed Income
2014
Adam C. Castle, Partner and Portfolio Manager
2021
Harris A. Trifon, Partner and Portfolio Manager
2021
Yoana N. Koleva, Partner and Portfolio Manager
2022
Gregory H. Benz, Managing Director and Portfolio
Manager
2025
Ty J. Kern, Managing Director and Portfolio Manager
2025
*
Mr. Yuoh has announced his plans to retire on or about September 30, 2025.
The
following paragraph replaces the
fourth
paragraph under “Management and Organization of
the Fund”
on
page
3
2
of the statutory prospectus
:
Andrew H. O’Brien, Partner and Portfolio Manager, heads the Fund’s team. Mr. O’Brien joined Lord
Abbett in 1998. Additional members of the Fund’s team are Robert A. Lee, Partner and Co
-
Head of Taxable
Fixed Income,
Kewjin Yuoh, Partner and Portfolio Manager, Steven F. Rocco, Partner and Co
-
Head of
Taxable Fixed Income, Adam C. Castle, Partner and Portfolio Manager, Harris A. Trifon, Partner and
Portfolio Manager, Yoana N. Koleva, Partner and Portfolio Manager
,
Gregor
y H. Benz
,
Managing Director
and
Portfolio Manager
, and
Ty J. Kern
,
Managing Director and
Portfolio Manager. Messrs. Lee, Yuoh,
Rocco, Castle, Trifon,
Benz, Kern,
and Ms. Koleva joined Lord Abbett in 1997, 2010, 2004, 2015, 2021,
2016, 2021,
and 2011, resp
ectively. Mr. Trifon was formerly a Co
-
Head of Mortgage and Consumer Credit
at Western Asset Management from 2014 to 2021.
Mr. Kern was formerly an Investment Grade Bond
Trader and Vice President at Goldman Sachs Asset Management from 2014 to 2021.
Messrs.
O’Brien, Lee,
Yuoh, Rocco, Castle, Trifon,
Benz, Kern,
and Ms. Koleva are jointly and primarily responsible for the day
-
to
-
day management of the Fund.
Mr. Yuoh has announced his plans to retire on or about September 30,
2025.
The following row
s
replace the applicable row
s
of the corresponding table under the heading
“
Short Duration Income
Portfolio
” in the subsection
titled “Portfolio Manager Information
—
Other
Accounts Managed”
beginning
on page 7
-
1
of the
SAI
:
Number of
Registered
Investment
Companies
Total Assets
($MM)
Number of
Other
Pooled
Investment
Vehicles
Total Assets
($MM)
Number
of Other
Accounts
Total
Assets
($MM)
Short Duration Income
Portfolio
Andrew H. O’Brien
16
95,888.88
8
10,106.09
25
3,432.87
Robert A.
Lee
18
96,758.47
11
11,298.98
1221
5,481.75
Kewjin Yuoh
1
16
99,602.76
9
10,349.66
667
244.18
Steven F. Rocco
20
100,324.99
14
11,256.96
16
4,029.28
Adam C. Castle
13
69,191.23
7
9,503.34
0
0
Harris A. Trifon
9
54,701.71
4
7,783.19
0
0
Yoana N. Koleva
6
59,973.68
1
1,372.46
1
80.41
Gregory H. Benz
2
N/A
N/A
N/A
N/A
N/A
N/A
Ty J. Kern
2
N/A
N/A
N/A
N/A
N/A
N/A
1
Mr. Yuoh has announced his plans to retire on or about September 30, 2025.
2
Messrs.
Benz and
Kern were newly added as
portfolio managers to the
Fund effective
May 13
, 2025, and their other accounts managed
will be reported in a future filing.
Capitalized terms used in this Supplement shall, unless otherwise defined herein, have the same meaning
as
given in the Prospectuses and/or SAIs.
Please retain this document for your future reference.
STATEMENT OF ADDITIONAL INFORMATION
MAY 1, 2025
LORD ABBETT SERIES FUND, INC.
Bond Debenture Portfolio
Growth Opportunities Portfolio
CLASS
TICKER
CLASS
TICKER
VC
N/A
VC
N/A
Developing Growth Portfolio
Mid Cap Stock Portfolio
CLASS
TICKER
CLASS
TICKER
VC
N/A
VC
N/A
Dividend Growth Portfolio
Short Duration Income Portfolio
CLASS
TICKER
CLASS
TICKER
VC
N/A
VC
N/A
Fundamental Equity Portfolio
Total Return Portfolio
CLASS
TICKER
CLASS
TICKER
VC
N/A
VC
N/A
Growth and Income Portfolio
CLASS
TICKER
VC
N/A
This SAI is not a prospectus. A prospectus may be obtained from your financial intermediary or from the
Distributor at 30 Hudson Street, Jersey City, NJ 07302-4804. This SAI is divided into two Parts - Part I
and Part II. Part I contains information that is particular to the Funds offered in this SAI, and should be
read in conjunction with the prospectuses for Lord Abbett Series Fund, Inc., as applicable, dated May 1,
2025, as supplemented from time to time. Part I includes information about the Funds, including
investment policies, management fees paid by the Funds, and information about other fees applicable to
and services provided to the Funds. Part II contains additional information that more generally applies to
the Lord Abbett Funds.
Each Fund’s
audited financial statements are incorporated into this SAI by reference to each Fund’s most
recent Form N-CSR. The Funds’ annual and semiannual reports to shareholders and Form N-CSR are
available without charge, upon request by calling 888-522-2388. In addition, you can make inquiries
through your financial intermediary.
PART I
TABLE OF CONTENTS
PAGE
1.
GLOSSARY
1-1
2.
FUND INFORMATION
2-1
3.
INVESTMENT POLICIES
3-1
4.
FUND INVESTMENTS
4-1
5.
BOARD MEMBERS
5-1
6.
INVESTMENT ADVISORY AND OTHER SERVICES, FEES, AND EXPENSES
6-1
7.
PORTFOLIO MANAGER INFORMATION
7-1
8.
SECURITIES LENDING
8-1
9.
CONTROL PERSONS AND PRINCIPAL SHAREHOLDERS
9-1
10.
FINANCIAL STATEMENTS
10-1
Part I
1-1
1.
GLOSSARY
Lord Abbett Series Fund, Inc. is comprised of the following Funds:
Bond Debenture Portfolio
Developing Growth Portfolio
Dividend Growth Portfolio
Fundamental Equity Portfolio
Growth and Income Portfolio
Growth Opportunities Portfolio
Mid Cap Stock Portfolio
Short Duration Income Portfolio
Total Return Portfolio
Lord Abbett Funds
are comprised of the following management investment companies:
Lord Abbett Affiliated Fund, Inc.:
Affiliated Fund
Lord Abbett Bond Debenture Fund, Inc.:
Bond Debenture Fund
Lord Abbett Developing Growth Fund, Inc.:
Developing Growth Fund
Lord Abbett Global Fund, Inc.:
Global Fund
Lord Abbett Investment Trust:
Investment Trust
Lord Abbett Mid Cap Stock Fund, Inc.:
Mid Cap Stock Fund
Lord Abbett Municipal Income Fund, Inc.:
Municipal Income Fund
Lord Abbett Research Fund, Inc.:
Research Fund
Lord Abbett Securities Trust:
Securities Trust
Lord Abbett Series Fund, Inc.:
Series Fund
Lord Abbett Trust I:
Trust I
Lord Abbett U.S. Government & Government Sponsored Enterprises Money Market Fund, Inc.:
Money
Market Fund