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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 4.3%
Chevron Corp. Energy 3.6%
AT&T, Inc. Telecommunication Services 3.3%
Johnson & Johnson, Inc. Health Care 3.1%
Citigroup, Inc. Financials 3.1%
Bank of America Corp. Financials 2.8%
Abbott Laboratories Health Care 2.3%
Cisco Systems, Inc. Information Technology 2.3%
DowDuPont Inc Materials 2.2%
General Dynamics Corp. Industrials 2.1%
% of Total Assets 29.2%

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 4.1%
Johnson & Johnson, Inc. Health Care 3.3%
Chevron Corp. Energy 3.0%
Citigroup, Inc. Financials 3.0%
AT&T, Inc. Telecommunication Services 2.7%
NextEra Energy, Inc. Utilities 2.6%
Bank of America Corp. Financials 2.3%
Dow Chemical Co. Materials 2.2%
Oracle Corp. Information Technology 2.1%
General Dynamics Corp. Industrials 2.0%
Abbott Laboratories Health Care 2.0%
Exxon Mobil Corp. Energy 2.0%
Cisco Systems, Inc. Information Technology 1.8%
Merck & Co., Inc. Health Care 1.8%
Duke Energy Corp. Utilities 1.7%
ACE Ltd. Financials 1.7%
Honeywell International, Inc. Industrials 1.6%
Allstate Corp. Financials 1.5%
Carnival Corp. Consumer Discretionary 1.5%
PepsiCo, Inc. Consumer Staples 1.5%
Thermo Fisher Scientific, Inc. Health Care 1.5%
Microsoft Corp. Information Technology 1.4%
Johnson Controls International plc Industrials 1.3%
East West Bancorp, Inc. Financials 1.3%
UnitedHealth Group, Inc. Health Care 1.3%
Comcast Corp. Consumer Discretionary 1.3%
Citizens Financial Group, Inc. Financials 1.2%
Hartford Financial Services Group, Inc. Financials 1.2%
EOG Resources, Inc. Energy 1.2%
AMETEK, Inc. Industrials 1.2%
ConocoPhillips Co. Energy 1.2%
Aetna, Inc. Health Care 1.2%
Invesco Ltd. Financials 1.1%
Fidelity National Information Services, Inc. Information Technology 1.1%
Sempra Energy Utilities 1.1%
Apple, Inc. Information Technology 1.1%
Boston Properties, Inc. Real Estate 1.1%
ProLogis, Inc. Real Estate 1.1%
Mondelez International, Inc. Consumer Staples 1.1%
Novartis AG Registered Shares Health Care 1.0%
Dover Corp. Industrials 1.0%
Coca-Cola Co. Consumer Staples 1.0%
Signature Bank Financials 1.0%
Allergan plc Health Care 0.9%
Corning, Inc. Information Technology 0.9%
Charles Schwab & Co., Inc. Financials 0.9%
American International Group, Inc. Financials 0.9%
Boston Scientific Corp. Health Care 0.9%
Comerica, Inc. Financials 0.8%
Lennar Corp. Consumer Discretionary 0.8%
Goldman Sachs Group, Inc. Financials 0.8%
Webster Financial Corp. Financials 0.8%
Delta Air Lines, Inc. Industrials 0.8%
Yum! Brands, Inc. Consumer Discretionary 0.8%
Vornado Realty Trust Real Estate 0.8%
Celgene Corp. Health Care 0.8%
Baxter International, Inc. Health Care 0.8%
Halliburton Co. Energy 0.8%
Walt Disney Co. Consumer Discretionary 0.8%
Colgate-Palmolive Co. Consumer Staples 0.7%
Packaging Corp. of America Materials 0.7%
General Electric Co. Industrials 0.7%
Pfizer, Inc. Health Care 0.7%
Devon Energy Corp. Energy 0.7%
Reliance Steel & Aluminum Co. Materials 0.7%
Clorox Co. Consumer Staples 0.6%
Paccar, Inc. Industrials 0.6%
Procter & Gamble Co. Consumer Staples 0.6%
Discover Financial Services Financials 0.5%
Global Payments, Inc. Information Technology 0.5%
CSX Corp. Industrials 0.5%
Lowe's Cos, Inc. Consumer Discretionary 0.5%
Broadcom Ltd. Information Technology 0.5%
Alphabet, Inc. Information Technology 0.5%
Philip Morris International, Inc. Consumer Staples 0.4%
Wal-Mart Stores, Inc. Consumer Staples 0.4%
Burlington Stores, Inc. Consumer Discretionary 0.4%
Wells Fargo & Co. Financials 0.4%
Intel Corp. Information Technology 0.4%
ITT, Inc. Industrials 0.4%
Altria Group, Inc. Consumer Staples 0.3%
Microchip Technology, Inc. Information Technology 0.3%
Kraft Heinz Co. Consumer Staples 0.2%
Sealed Air Corp. Materials 0.2%
CVS Caremark Corp. Consumer Staples 0.2%
Caterpillar, Inc. Industrials 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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