Form 497 LORD ABBETT INVESTMENT
Tweet
Share
E-mailLORD ABBETT INVESTMENT TRUST
Lord Abbett Total Return Fund
Supplement dated June 18, 2026 to the
Summary Prospectus and Statement of Additional Information, each dated
April 1, 2026, and Prospectus dated April 1, 2026, as revised April 24, 2026
The following table replaces the table in the subsection under “Management—Portfolio Managers” on page 12 of the summary prospectus and page 152 of the statutory prospectus:
| Portfolio Managers/Title | Member of the Portfolio Management Team Since |
| Robert A. Lee, Partner and Co-Head of Taxable Fixed Income | 1998 |
| Andrew H. O’Brien, Partner and Portfolio Manager | 1998 |
| Steven F. Rocco, Partner and Co-Head of Taxable Fixed Income | 2013 |
| Leah G. Traub, Partner and Portfolio Manager | 2021 |
| Adam C. Castle, Partner and Portfolio Manager and Head of Securitized Credit | 2021 |
| Karen J. Gunnerson, Senior Managing Director and Portfolio Manager | 2024 |
| Yoana N. Koleva, Partner and Portfolio Manager | 2025 |
The following paragraph replaces the fifteenth paragraph under “Management and Organization of the Funds” beginning on page 279 of the statutory prospectus:
Total Return Fund. Robert A. Lee, Partner and Co-Head of Taxable Fixed Income, heads the Fund’s team. Mr. Lee joined Lord Abbett in 1997. Additional members of the Fund’s team are Andrew H. O’Brien, Partner and Portfolio Manager, Steven F. Rocco, Partner and Co-Head of Taxable Fixed Income, Leah G. Traub, Partner and Portfolio Manager, Adam C. Castle, Partner and Head of Securitized Credit, Karen J. Gunnerson, Senior Managing Director and Portfolio Manager, and Yoana N. Koleva, Partner and Portfolio Manager. Messrs. O’Brien, Rocco, Castle, and Mses. Traub, Gunnerson, and Koleva joined Lord Abbett in 1998, 2004, 2015, 2007, 2017, and 2011, respectively. Messrs. Lee, O’Brien, Rocco, Castle, and Mses. Traub, Gunnerson, and Koleva are jointly and primarily responsible for the day-to-day management of the Fund.
The following rows replace the applicable rows of the corresponding table under the heading “Total Return Fund” in the subsection titled “Portfolio Manager Information—Other Accounts Managed” on page 7-3 of the statement of additional information (“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) | ||
| Total Return Fund | |||||||
| Karen J. Gunnerson | 5 | 10,100.07 | 3 | 2,512.35 | 0 | 0 | |
| Yoana N. Koleva | 12 | 78,267.46 | 1 | 1,833.52 | 1 | 84.52 | |
1 Included in the number of other accounts and total assets are two accounts with respect to which the management fee is based on the performance of the account; such accounts total approximately $1,447.1 million in assets.
The following rows replace the applicable rows of the corresponding table under the heading “Total Return Fund” in the subsection titled “Portfolio Manager Information—Holdings of Portfolio Managers” on page 7-5 of the SAI:
| Ownership of Securities | Aggregate Dollar Range of Securities |
| Total Return Fund | |
| Robert A. Lee | Over $1,000,000 |
| Andrew H. O’Brien | $10,001-$50,000 |
| Steven F. Rocco | $10,001-$50,000 |
| Leah G. Traub | $50,001-$100,000 |
| Adam C. Castle | $10,001-$50,000 |
| Karen J. Gunnerson | $10,001-$50,000 |
| Yoana N. Koleva | $10,001-$50,000 |
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.
Create E-mail Alert Related Categories
SEC FilingsRelated Entities
Lord, Abbett & CompanySign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
