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Series Fund - Calibrated Dividend Growth Portfolio

Summary

Summary

The Fund seeks to deliver total return by investing primarily in stocks of large U.S. companies that have a history of increasing their dividends.

Holding Sector Assets
Chevron Corp. Energy 3.5%
McDonald's Corp. Consumer Discretionary 2.8%
QUALCOMM, Inc. Information Technology 2.7%
Walgreen Co. Consumer Staples 2.5%
Accenture Ltd. Information Technology 2.5%
3M Co. Industrials 2.4%
Lowe's Cos, Inc. Consumer Discretionary 2.4%
Kimberly-Clark Corp. Consumer Staples 2.4%
Verizon Communications, Inc. Telecommunication Services 2.3%
Johnson & Johnson, Inc. Health Care 2.1%
% of Total Assets 25.7%

Ten largest holdings are presented to illustrate examples of the securities that the Fund has bought and the diversity of the areas in which the Fund may invest, and may not be representative of the Fund’s current or future investments. The figures presented are as of the date shown, do not include the Fund’s entire investment portfolio, and may change at any given time.

Holding Sector Assets
Chevron Corp. Energy 3.5%
McDonald's Corp. Consumer Discretionary 2.8%
Lowe's Cos, Inc. Consumer Discretionary 2.5%
Accenture Ltd. Information Technology 2.5%
Walgreen Co. Consumer Staples 2.4%
3M Co. Industrials 2.4%
Kimberly-Clark Corp. Consumer Staples 2.4%
Verizon Communications, Inc. Telecommunication Services 2.4%
QUALCOMM, Inc. Information Technology 2.4%
Johnson & Johnson, Inc. Health Care 2.0%
International Business Machines Corp. Information Technology 2.0%
AT&T, Inc. Telecommunication Services 1.9%
FedEx Corp. Industrials 1.9%
Microchip Technology, Inc. Information Technology 1.8%
Reynolds American, Inc. Consumer Staples 1.8%
AbbVie, Inc. Health Care 1.8%
Medtronic, Inc. Health Care 1.8%
Wal-Mart Stores, Inc. Consumer Staples 1.7%
NextEra Energy, Inc. Utilities 1.7%
ACE Ltd. Financials 1.7%
PepsiCo, Inc. Consumer Staples 1.7%
Procter & Gamble Co. Consumer Staples 1.6%
United Technologies Corp. Industrials 1.6%
Coca-Cola Co. Consumer Staples 1.5%
Emerson Electric Co. Industrials 1.5%
CVS Caremark Corp. Consumer Staples 1.5%
Microsoft Corp. Information Technology 1.4%
Wisconsin Energy Corp. Utilities 1.4%
Norfolk Southern Corp. Industrials 1.4%
Occidental Petroleum Corp. Energy 1.3%
Costco Wholesale Corp. Consumer Staples 1.3%
AFLAC, Inc. Financials 1.2%
Monsanto Co. Materials 1.2%
Lockheed Martin Corp. Industrials 1.2%
Cardinal Health, Inc. Health Care 1.2%
A.O. Smith Corp. Industrials 1.2%
International Flavors & Fragrances, Inc. Materials 1.2%
Texas Instruments, Inc. Information Technology 1.1%
C.R. Bard, Inc. Health Care 1.1%
NIKE, Inc. Consumer Discretionary 1.1%
Stanley Black & Decker, Inc. Industrials 1.1%
Northrop Grumman Corp. Industrials 1.0%
TJX Cos., Inc. Consumer Discretionary 1.0%
General Dynamics Corp. Industrials 1.0%
Becton, Dickinson & Co. Health Care 1.0%
PPG Industries, Inc. Materials 1.0%
Atmos Energy Corp. Utilities 0.9%
Air Products & Chemicals, Inc. Materials 0.9%
SCANA Corp. Utilities 0.9%
Albemarle Corp. Materials 0.8%
Johnson Controls, Inc. Consumer Discretionary 0.8%
Ameriprise Financial, Inc. Financials 0.8%
ONEOK, Inc. Energy 0.8%
Raytheon Co. Industrials 0.8%
EOG Resources, Inc. Energy 0.8%
Eversource Energy Utilities 0.8%
Edison International Utilities 0.7%
General Mills, Inc. Consumer Staples 0.6%
West Pharmaceutical Services, Inc. Health Care 0.6%
Automatic Data Processing, Inc. Information Technology 0.6%
Factset Research Systems, Inc. Financials 0.6%
Robert Half International, Inc. Industrials 0.6%
AmerisourceBergen Corp. Health Care 0.6%
Graco, Inc. Industrials 0.6%
T. Rowe Price Group, Inc. Financials 0.6%
Cracker Barrel Old Country Store, Inc. Consumer Discretionary 0.6%
Toro Co. Industrials 0.5%
Nordson Corp. Industrials 0.5%
UGI Corp. Utilities 0.5%
Old Republic International Corp. Financials 0.5%
Hasbro, Inc. Consumer Discretionary 0.5%
Altria Group, Inc. Consumer Staples 0.5%
Illinois Tool Works, Inc. Industrials 0.5%
Hormel Foods Corp. Consumer Staples 0.4%
Kellogg Co. Consumer Staples 0.4%
Genuine Parts Co. Consumer Discretionary 0.4%
Helmerich & Payne, Inc. Energy 0.4%
Exxon Mobil Corp. Energy 0.4%
SEI Investments Co. Financials 0.4%
Hanover Insurance Group, Inc. Financials 0.3%
Church & Dwight Co., Inc. Consumer Staples 0.3%
MSC Industrial Direct Co. Industrials 0.3%
Sysco Corp. Consumer Staples 0.3%
Ecolab, Inc. Materials 0.3%
McCormick & Co., Inc. Consumer Staples 0.2%
Casey's General Stores, Inc. Consumer Staples 0.2%
Brown & Brown, Inc. Financials 0.2%
Crane Co. Industrials 0.1%
CLARCOR, Inc. Industrials 0.1%
RenaissanceRe Holdings Ltd. Financials 0.1%
Call Money Futures Undefined 0.0%
S&P 500 E-Mini Futures Sep 2016 Undefined 0.0%

Aggregate holdings are updated monthly, 30 days after month end. Aggregate holdings are presented to illustrate examples of the securities that the Fund has bought and the diversity of the areas in which the Fund may invest, and may not be representative of the Fund's current or future investments. The figures presented are as of the date shown and may change at any time.

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Fund Documents

Fund Documents

Download fund documents & literature, create email subscriptions, and place direct mail order
Summary Prospectus
Publish Date:11/03/2015
Statutory Prospectus
Publish Date:11/03/2015
Prospectus (XBRL)
Publish Date:11/03/2015
SAI
Publish Date:11/03/2015
Annual Report
Publish Date:11/03/2015
Semi-Annual Report
Publish Date:11/03/2015
Publish Date:11/03/2015

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Other Important Information 

Portfolio shares of the Lord Abbett Series Funds are not offered directly to the public. These shares are currently offered only to separate accounts of certain insurance companies that are unaffiliated with Lord Abbett.

The Fund's portfolio is actively managed and is subject to change. Holdings are for informational purposes only and are not a recommendation to buy, sell, or hold any security.

The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our Website or call Lord Abbett at (888) 522-2388.

Investors should carefully consider the investment objectives, risks charges and expenses of the Lord Abbett Funds. This and other important information is contained in the fund's summary prospectus and/or prospectus. To obtain a prospectus or summary prospectus on any Lord Abbett mutual fund, you can click here, contact your investment professional or Lord Abbett Distributor LLC at (888) 522-2388. Read the prospectus carefully before you invest or send money.

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