Lord Abbett Investment Trust
06/18/2026 | Press release | Distributed by Public on 06/18/2026 13:32
Prospectus by Investment Company (Form 497)
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.
Lord Abbett Investment Trust published this content on June 18, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on June 18, 2026 at 19:32 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]