Lord Abbett Research Fund
PROSPECTUS
APRIL 1, 2025
CLASS
TICKER
CLASS
TICKER
CLASS
TICKER
LORD ABBETT
A....................
LAMAX
I .....................
LAMYX
R4 .................
LAMSX
DIVIDEND
C ...................
LAMCX
P....................
LAMPX
R5 .................
LAMTX
GROWTH FUND
F....................
LAMFX
R2 .................
LAMQX
R6 .................
LAMHX
F3..................
LRMAX
R3 .................
LAMRX
LORD ABBETT
A....................
LMGAX
I .....................
LMGYX
R4 .................
LGOSX
GROWTH OPPORTUNITIES
C ...................
LMGCX
P....................
LGOPX
R5 .................
LGOTX
FUND
F....................
LGOFX
R2 .................
LGOQX
R6 .................
LGOVX
F3..................
LOMGX
R3 .................
LGORX
LORD ABBETT
A....................
LRSCX
I .....................
LRSYX
R4 .................
LRSSX
SMALL CAP VALUE FUND
C ...................
LSRCX
P....................
LRSPX
R5 .................
LRSTX
F....................
LRSFX
R2 .................
LRSQX
R6 .................
LRSVX
F3..................
LRSOX
R3 .................
LRSRX
The U.S. Securities and Exchange Commission has not approved or disapproved of these
securities or determined whether this prospectus is accurate or complete. Any representation
to the contrary is a criminal offense.
INVESTMENT PRODUCTS: NOT FDIC INSURED–NO BANK GUARANTEE–MAY LOSE VALUE
TABLE OF CONTENTS
FUND SUMMARY
Dividend Growth Fund
2
Growth Opportunities Fund
11
Small Cap Value Fund
20
Purchase and Sale of Fund Shares
28
Tax Information
28
Payments to Broker-Dealers and Other Financial Intermediaries
28
MORE INFORMATION ABOUT THE FUNDS
Investment Objectives
30
Principal Investment Strategies
30
Principal Risks
35
Additional Information About Investment and Operational Risks
43
Disclosure of Portfolio Holdings
49
Management and Organization of the Funds
49
INFORMATION FOR MANAGING YOUR FUND ACCOUNT
Choosing a Share Class
52
Sales Charges
60
Sales Charge Reductions and Waivers
61
Financial Intermediary Compensation
66
Purchases
71
Exchanges
73
Redemptions
74
Account Services and Policies
76
Distributions and Taxes
84
FINANCIAL INFORMATION
Dividend Growth Fund
88
Growth Opportunities Fund
92
Small Cap Value Fund
96
APPENDIX A
Intermediary-Specific Sales Charge
Reductions and Waivers
A-1
PROSPECTUS – Dividend Growth Fund
2
FUND SUMMARY
Dividend Growth Fund
INVESTMENT OBJECTIVE
The Fund’s investment objective is to seek current income and capital appreciation.
FEES AND EXPENSES
This table describes the fees and expenses that you may pay if you buy, hold, and
sell shares of the Fund.
You may pay other fees, such as brokerage commissions
and other fees to financial intermediaries, which are not reflected in the tables
and examples below.
You may qualify for sales charge discounts if you and certain
members of your family invest, or agree to invest in the future, at least $50,000 in
the Lord Abbett Family of Funds. More information about these and other discounts
is available from your financial intermediary and in “Sales Charge Reductions and
Waivers” on page 61 of the prospectus, Appendix A to the prospectus, titled
“Intermediary-Specific Sales Charge Reductions and Waivers,” and “Purchases,
Redemptions, Pricing, and Payments to Dealers” on page 9-1 of Part II of the
statement of additional information (“SAI”).
Shareholder Fees
(1)
(Fees paid directly from your investment)
Class
A
C
F, F3, I, P, R2, R3, R4, R5, and R6
Maximum Sales Charge (Load) Imposed on Purchases
(as a percentage of offering price)
5.75%
None
None
Maximum Deferred Sales Charge (Load)
(as a percentage of offering price or redemption
proceeds, whichever is lower)
None
(2)
1.00%
(3)
None
Annual Fund Operating Expenses
(Expenses that you pay each year as a percentage of the value of your investment)
Class
A
C
F
F3
I
P
Management Fees
0.52%
0.52%
0.52%
0.52%
0.52%
0.52%
Distribution and Service (12b-1) Fees
0.25%
1.00%
0.10%
None
None
0.45%
Other Expenses
0.12%
0.12%
0.12%
0.07%
0.12%
0.12%
Total Annual Fund Operating Expenses
0.89%
1.64%
0.74%
0.59%
0.64%
1.09%
Fee Waiver and/or Expense Reimbursement
None
None
(0.10)%
(4)
None
None
None
Total Annual Fund Operating Expenses After Fee Waiver
and/or Expense Reimbursement
0.89%
1.64%
0.64%
0.59%
0.64%
1.09%
PROSPECTUS – Dividend Growth Fund
3
Annual Fund Operating Expenses
(continued)
(Expenses that you pay each year as a percentage of the value of your investment)
Class
R2
R3
R4
R5
R6
Management Fees
0.52%
0.52%
0.52%
0.52%
0.52%
Distribution and Service (12b-1) Fees
0.60%
0.50%
0.25%
None
None
Other Expenses
0.12%
0.12%
0.12%
0.12%
0.07%
Total Annual Fund Operating Expenses
1.24%
1.14%
0.89%
0.64%
0.59%
Fee Waiver and/or Expense Reimbursement
None
None
None
None
None
Total Annual Fund Operating Expenses After Fee Waiver and/or
Expense Reimbursement
1.24%
1.14%
0.89%
0.64%
0.59%
(1)
A shareholder transacting in share classes without a front-end sales charge may be required to pay a commission to its
financial intermediary. Please contact your financial intermediary for more information about whether such a commission
may apply to your transaction.
(2)
A contingent deferred sales charge (“CDSC”) of 1.00% may be assessed on certain Class A shares purchased or
acquired without a sales charge if they are redeemed before the first day of the month in which the one-year anniversary
of the purchase falls.
(3)
A CDSC of 1.00% may be assessed on Class C shares if they are redeemed before the first anniversary of their
purchase.
(4)
For the period from April 1, 2025 through March 31, 2026, Lord Abbett Distributor LLC (“Lord Abbett Distributor”) has
contractually agreed to waive the Fund’s 0.10% Rule 12b-1 fee for Class F shares. This agreement may be terminated
only by the Fund’s Board of Directors.
Example
This Example is intended to help you compare the cost of investing in the Fund with
the cost of investing in other mutual funds. The Example assumes that you invest
$10,000 in the Fund for the time periods indicated and then redeem all of your shares
at the end of those periods. The Example also assumes that your investment has a
5% return each year and that the Fund’s operating expenses remain the same, giving
effect to the fee waiver and expense reimbursement arrangement described above.
Class C shares automatically convert to Class A shares after eight years. The
expense example for Class C shares for the ten-year period reflects the conversion to
Class A shares. Although your actual costs may be higher or lower, based on these
assumptions your costs would be:
PROSPECTUS – Dividend Growth Fund
4
Class
If Shares Are Redeemed
If Shares Are Not Redeemed
1 Year
3 Years
5 Years
10 Years
1 Year
3 Years
5 Years
10 Years
Class A Shares
$
661
$
843
$
1,040
$
1,608
$
661
$
843
$
1,040
$
1,608
Class C Shares
$
267
$
517
$
892
$
1,743
$
167
$
517
$
892
$
1,743
Class F Shares
$
65
$
226
$
402
$
909
$
65
$
226
$
402
$
909
Class F3 Shares
$
60
$
189
$
329
$
738
$
60
$
189
$
329
$
738
Class I Shares
$
65
$
205
$
357
$
798
$
65
$
205
$
357
$
798
Class P Shares
$
111
$
347
$
601
$
1,329
$
111
$
347
$
601
$
1,329
Class R2 Shares
$
126
$
393
$
681
$
1,500
$
126
$
393
$
681
$
1,500
Class R3 Shares
$
116
$
362
$
628
$
1,386
$
116
$
362
$
628
$
1,386
Class R4 Shares
$
91
$
284
$
493
$
1,096
$
91
$
284
$
493
$
1,096
Class R5 Shares
$
65
$
205
$
357
$
798
$
65
$
205
$
357
$
798
Class R6 Shares
$
60
$
189
$
329
$
738
$
60
$
189
$
329
$
738
Portfolio Turnover.
The Fund pays transaction costs, such as commissions, when it
buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover
rate may indicate higher transaction costs and may result in higher taxes when Fund
shares are held in a taxable account. These costs, which are not reflected in the
annual fund operating expenses or in the example, affect the Fund’s performance.
During the most recent fiscal year, the Fund’s portfolio turnover rate was 25% of the
average value of its portfolio.
PRINCIPAL INVESTMENT STRATEGIES
The Fund invests in equity securities of large and mid-sized companies that the
Fund’s portfolio management team believes have potential for long-term total return
and consistent increases in their dividends over time resulting from their earnings
growth. In particular, the Fund focuses on large and mid-sized companies that have a
ten-year history of dividend issuance and growth, which represents a narrow
investable universe. The Fund may invest in companies of any size, but expects to
invest in companies having a market capitalization at the time of purchase of at least
$500 million.
Equity securities in which the Fund may invest include common stocks, preferred
stocks, equity interests in trusts (including real estate investment trusts (“REITs”)
and privately offered trusts), partnerships, joint ventures, limited liability companies
and vehicles with similar legal structures, other instruments convertible or
exercisable into the foregoing, and other investments with similar economic
characteristics.
The Fund may invest up to 20% of its net assets in securities of foreign companies,
including emerging market companies, American Depositary Receipts (“ADRs”),
Global Depository Receipts (“GDRs”), and other similar depositary receipts. In
addition to ADRs, the Fund generally defines foreign companies as those whose
securities are traded primarily on non-U.S. securities exchanges.