08/30/2024 | Press release | Distributed by Public on 08/30/2024 13:19
LORD ABBETT SERIES FUND, INC.
Total Return Portfolio
Supplement dated August 30, 2024 to the
Summary Prospectus, Prospectus and Statement of Additional Information, each dated
May 1, 2024, as supplemented
The following table replaces the table in the subsection under "Management-Portfolio Managers" on page 10 of the summary prospectus and the statutory prospectus:
Portfolio Managers/Title |
Member of the Portfolio Management Team Since |
Robert A. Lee, Partner and Co-Head of Taxable Fixed Income | 2010 |
Kewjin Yuoh, Partner and Portfolio Manager | 2010 |
Andrew H. O'Brien, Partner and Portfolio Manager | 2010 |
Steven F. Rocco, Partner and Co-Head of Taxable Fixed Income | 2010 |
Leah G. Traub, Partner and Portfolio Manager | 2021 |
Adam C. Castle, Partner and Portfolio Manager | 2021 |
Harris A. Trifon, Partner and Portfolio Manager | 2021 |
Karen J. Gunnerson, Portfolio Manager | 2024 |
The following paragraph replaces the fourth paragraph under "Management and Organization of the Funds" beginning on page 30 of the statutory prospectus:
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 Kewjin Yuoh, Partner and Portfolio Manager, 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 Portfolio Manager, Harris A. Trifon, Partner and Portfolio Manager, and Karen J. Gunnerson, Portfolio Manager. Mr. Trifon was formerly a Co-Head of Mortgage and Consumer Credit at Western Asset Management from 2014 to 2021. Messrs. Yuoh, O'Brien, Rocco, Castle, Trifon, and Mses. Traub and Gunnerson joined Lord Abbett in 2010, 1998, 2004, 2015, 2021, 2007, and 2017, respectively. Messrs. Lee, Yuoh, O'Brien, Rocco, Castle, Trifon, and Mses. Traub and Gunnerson 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 Portfolio" in the subsection titled "Portfolio Manager Information-Other Accounts Managed" on page 7-3 of the statement of additional information:
Number of Registered Investment Companies |
Total Assets ($MM) |
Number of Other Pooled Investment Vehicles |
Total Assets ($MM) |
Number of Other Accounts |
Total Assets ($MM) |
||
Total Return Portfolio | |||||||
Robert A. Lee | 15 | 90,853.48 | 11 | 10,679.91 | 661 | 4,226.76 | |
Kewjin Yuoh | 15 | 90,505.49 | 9 | 9,070.32 | 633 | 204.21 | |
Andrew H. O'Brien | 14 | 87,931.78 | 8 | 8,963.91 | 26 | 4,757.44 | |
Steven F. Rocco | 18 | 88,747.75 | 14 | 10,616.18 | 18 | 4,177.56 | |
Leah G. Traub | 5 | 9,608.90 | 3 | 1,129.43 | 633 | 204.21 | |
Adam C. Castle | 9 | 62,739.56 | 6 | 8,066.78 | 0 | 0 | |
Number of Registered Investment Companies |
Total Assets ($MM) |
Number of Other Pooled Investment Vehicles |
Total Assets ($MM) |
Number of Other Accounts |
Total Assets ($MM) |
||
Total Return Portfolio | |||||||
Harris A. Trifon | 6 | 51,545.50 | 4 | 6,866.78 | 0 | 0 | |
Karen J. Gunnerson1 | N/A | N/A | N/A | N/A | N/A | N/A | |
1 Karen J. Gunnerson was newly added as a portfolio manager to the Total Return Portfolio effective August 30, 2024, and her other accounts managed will be reported in a future filing.
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.