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Series Fund - Fundamental Equity Portfolio

Summary

Summary

The Fund seeks to deliver long-term growth of capital and income by investing primarily in stocks of large U.S. companies.

Holding Sector Assets
JPMorgan Chase & Co. Financials 3.9%
Johnson & Johnson, Inc. Health Care 3.0%
Exxon Mobil Corp. Energy 2.5%
NextEra Energy, Inc. Utilities 2.4%
General Dynamics Corp. Industrials 2.3%
Chevron Corp. Energy 2.2%
Oracle Corp. Information Technology 2.2%
Bank of America Corp. Financials 2.2%
AT&T, Inc. Telecommunication Services 2.2%
Citigroup, Inc. Financials 2.0%
% of Total Assets 24.9%

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
JPMorgan Chase & Co. Financials 4.7%
Johnson & Johnson, Inc. Health Care 2.8%
Exxon Mobil Corp. Energy 2.5%
Wells Fargo & Co. Financials 2.5%
AT&T, Inc. Telecommunication Services 2.4%
Pfizer, Inc. Health Care 2.3%
General Dynamics Corp. Industrials 2.2%
Chevron Corp. Energy 2.1%
NextEra Energy, Inc. Utilities 2.1%
Oracle Corp. Information Technology 2.0%
Cisco Systems, Inc. Information Technology 2.0%
Abbott Laboratories Health Care 1.9%
Dow Chemical Co. Materials 1.9%
Bank of America Corp. Financials 1.8%
Apple, Inc. Information Technology 1.8%
UnitedHealth Group, Inc. Health Care 1.6%
Allstate Corp. Financials 1.6%
Mondelez International, Inc. Consumer Staples 1.6%
Citigroup, Inc. Financials 1.5%
Thermo Fisher Scientific, Inc. Health Care 1.5%
Halliburton Co. Energy 1.5%
ACE Ltd. Financials 1.5%
Duke Energy Corp. Utilities 1.5%
Carnival Corp. Consumer Discretionary 1.5%
Invesco Ltd. Financials 1.5%
Citizens Financial Group, Inc. Financials 1.4%
Aetna, Inc. Health Care 1.4%
Microsoft Corp. Information Technology 1.4%
Comcast Corp. Consumer Discretionary 1.4%
Sempra Energy Utilities 1.4%
East West Bancorp, Inc. Financials 1.4%
EOG Resources, Inc. Energy 1.3%
PepsiCo, Inc. Consumer Staples 1.3%
General Electric Co. Industrials 1.2%
Merck & Co., Inc. Health Care 1.2%
Dover Corp. Industrials 1.2%
Walt Disney Co. Consumer Discretionary 1.2%
Goldman Sachs Group, Inc. Financials 1.1%
Honeywell International, Inc. Industrials 1.1%
Comerica, Inc. Financials 1.1%
Fidelity National Information Services, Inc. Information Technology 1.1%
Intel Corp. Information Technology 1.0%
ITT, Inc. Industrials 1.0%
Lennar Corp. Consumer Discretionary 1.0%
Boston Properties, Inc. Real Estate 1.0%
Devon Energy Corp. Energy 1.0%
Paccar, Inc. Industrials 0.9%
Vornado Realty Trust Real Estate 0.9%
Yum! Brands, Inc. Consumer Discretionary 0.9%
AMETEK, Inc. Industrials 0.9%
Microchip Technology, Inc. Information Technology 0.9%
Broadcom Ltd. Information Technology 0.9%
Webster Financial Corp. Financials 0.8%
CSX Corp. Industrials 0.8%
Hartford Financial Services Group, Inc. Financials 0.8%
Discover Financial Services Financials 0.8%
Packaging Corp. of America Materials 0.8%
Charles Schwab & Co., Inc. Financials 0.7%
Signature Bank Financials 0.7%
Reliance Steel & Aluminum Co. Materials 0.7%
Colgate-Palmolive Co. Consumer Staples 0.7%
Anadarko Petroleum Corp. Energy 0.6%
Procter & Gamble Co. Consumer Staples 0.6%
Kraft Heinz Co. Consumer Staples 0.6%
Caterpillar, Inc. Industrials 0.6%
Wal-Mart Stores, Inc. Consumer Staples 0.6%
Coca-Cola Co. Consumer Staples 0.5%
Delta Air Lines, Inc. Industrials 0.5%
Clorox Co. Consumer Staples 0.5%
Range Resources Corp. Energy 0.5%
Amgen, Inc. Health Care 0.4%
CVS Caremark Corp. Consumer Staples 0.4%
Alphabet, Inc. Information Technology 0.4%
Hess Corp. Energy 0.4%
Johnson Controls International plc Industrials 0.4%
American International Group, Inc. Financials 0.4%
Applied Materials, Inc. Information Technology 0.4%
Burlington Stores, Inc. Consumer Discretionary 0.3%
Akamai Technologies, Inc. Information Technology 0.3%
Target Corp. Consumer Discretionary 0.3%
Verizon Communications, Inc. Telecommunication Services 0.3%
Altria Group, Inc. Consumer Staples 0.3%
Corning, Inc. Information Technology 0.2%

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

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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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