Form 497K LORD ABBETT INVESTMENT

June 18, 2026 3:56 PM EDT

LORD ABBETT INVESTMENT TRUST

Lord Abbett Short Duration Income 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 140 of the statutory prospectus:

   Portfolio Managers/Title Member of the Portfolio
Management Team Since
Andrew H. O’Brien, Partner and Portfolio Manager 1998
Robert A. Lee, Partner and Co-Head of Taxable Fixed Income 1998
Steven F. Rocco, Partner and Co-Head of Taxable Fixed Income 2013
Adam C. Castle, Partner and Head of Securitized Credit 2021
Yoana N. Koleva, Partner and Portfolio Manager 2022
Gregory H. Benz, Managing Director, Portfolio Manager 2025
Ty J. Kern, Managing Director, Portfolio Manager 2025

 

The following paragraph replaces the fourteenth paragraph under “Management and Organization of the Funds” beginning on page 278 of the statutory prospectus:

Short Duration Income Fund. 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, Steven F. Rocco, Partner and Co-Head of Taxable Fixed Income, Adam C. Castle, Partner and Head of Securitized Credit, Yoana N. Koleva, Partner and Portfolio Manager, Gregory H. Benz, Managing Director and Portfolio Manager, and Ty J. Kern, Managing Director and Portfolio Manager. Messrs. Lee, Rocco, Castle, Benz, Kern, and Ms. Koleva joined Lord Abbett in 1997, 2004, 2015, 2021, 2016, and 2011, respectively. 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, Rocco, Castle, Benz, Kern, and Ms. 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 “Short Duration Income Fund” in the subsection titled “Portfolio Manager Information—Other Accounts Managed” on page 7-2 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)

Short Duration Income Fund            
Andrew H. O’Brien 15  60,673.09 8  12,205.96 22  4,242.88
Robert A. Lee1 18  57,062.38 11  12,482.07 1291  6,688.20
Steven F. Rocco 20  60,961.44 13  12,175.83 10  3,832.17
Adam C. Castle 13  36,104.54 7  11,728.66 0 0
Yoana N. Koleva 12  39,225.03 1  1,833.52 1  84.52
Gregory H. Benz 5  7,111.29 0 0 0 0
Ty J. Kern 4  6,915.49 0 0 0 0

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 “Short Duration Income Fund” in the subsection titled “Portfolio Manager Information—Holdings of Portfolio Managers” on page 7-4 of the SAI:

 

Ownership of Securities Aggregate Dollar Range of Securities
Short Duration Income Fund  
Andrew H. O’Brien Over $1,000,000
Robert A. Lee Over $1,000,000
Steven F. Rocco $100,001-$500,000
Adam C. Castle $10,001-$50,000
Yoana N. Koleva $100,001-$500,000
Gregory H. Benz $10,001-$50,000
Ty J. Kern $50,001-$100,000


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.

 

 



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