Lord Abbett Trust I
06/18/2026 | Press release | Distributed by Public on 06/18/2026 13:43
Prospectus by Investment Company (Form 497)
LORD ABBETT TRUST I
Lord Abbett Investment Grade Floating Rate Fund
Supplement dated June 18, 2026 to the
Summary Prospectus, Prospectus and Statement of Additional Information, each dated
December 1, 2025, as supplemented
The following table replaces the table in the subsection under "Management-Portfolio Managers" on page 12 of the summary prospectus and of the statutory prospectus:
| Portfolio Managers/Title |
Member of the Portfolio Management Team Since |
| Adam C. Castle, Partner and Head of Securitized Credit | 2023 |
| Yoana N. Koleva, Partner and Portfolio Manager | 2023 |
| Robert A. Lee, Partner and Co-Head of Taxable Fixed Income | 2023 |
| Devin J. Hagens, Managing Director and Portfolio Manager | 2025 |
The following paragraph replaces the fifth paragraph under "Management and Organization of the Funds" beginning on page 53 of the statutory prospectus:
Investment Grade Floating Rate Fund. Adam Castle, Partner and Head of Securitized Credit, heads the Fund's team. Mr. Castle joined Lord Abbett in 2015. Additional members of the Fund's team are Yoana N. Koleva, Partner and Portfolio Manager, Robert A. Lee, Partner and Co-Head of Taxable Fixed Income, and Devin J. Hagens, Managing Director and Portfolio Manager. Messrs. Lee, Hagens, and Ms. Koleva joined Lord Abbett in 1997, 2017, and 2011, respectively. Mr. Hagens was formerly a Portfolio Risk & Analytics Analyst and Equity and Portfolio Product Specialist at Bloomberg L.P. from 2013 to 2017. Messrs. Castle, Lee, Hagens, 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 "Investment Grade Floating Rate Fund" in the subsection titled "Portfolio Manager Information-Other Accounts Managed" on page 7-1 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) |
|
| Investment Grade Floating Rate Fund | ||||||
| Adam C. Castle | 13 | 72,750.33 | 7 | 10,989.33 | 0 | 0 |
| Yoana N. Koleva | 10 | 75,568.31 | 1 | 2,078.17 | 1 | 83.13 |
| Robert A. Lee | 18 | 97,016.50 | 11 | 11,608.18 | 1168 | 6,134.26 |
| Devin J. Hagens1 | 0 | 0 | 0 | 0 | 0 | 0 |
1 Mr. Hagens was newly added to Investment Grade Floating Rate Fund effective December 1, 2025.
The following rows replace the applicable rows of the corresponding table under the heading "Investment Grade Floating Rate" in the subsection titled "Portfolio Manager Information-Holdings of Portfolio Managers" on page 7-2 of the SAI:
| Ownership of Securities | Aggregate Dollar Range of Securities |
| Investment Grade Floating Rate Fund | |
| Adam C. Castle | $100,001-$500,000 |
| Yoana N. Koleva | $100,001-$500,000 |
| Robert A. Lee | Over $1,000,000 |
| Devin J. Hagens | $100,001-$500,000 |
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 Trust I published this content on June 18, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on June 18, 2026 at 19:43 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]