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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 4.1%
Johnson & Johnson, Inc. Health Care 3.8%
Bank of America Corp. Financials 3.6%
Cisco Systems, Inc. Information Technology 3.5%
Chevron Corp. Energy 3.3%
NextEra Energy, Inc. Utilities 3.1%
Merck & Co., Inc. Health Care 2.9%
Verizon Communications, Inc. Communication Services 2.8%
Duke Energy Corp. Utilities 2.7%
Pfizer, Inc. Health Care 2.6%
% of Total Assets 32.5%

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 3.8%
Bank of America Corp. Financials 3.6%
Cisco Systems, Inc. Information Technology 3.5%
Chevron Corp. Energy 3.3%
NextEra Energy, Inc. Utilities 3.1%
Merck & Co., Inc. Health Care 2.9%
Verizon Communications, Inc. Communication Services 2.8%
Duke Energy Corp. Utilities 2.7%
Pfizer, Inc. Health Care 2.6%
DowDuPont Inc Materials 2.5%
Honeywell International, Inc. Industrials 2.4%
ConocoPhillips Co. Energy 2.3%
Microsoft Corp. Information Technology 2.3%
UnitedHealth Group, Inc. Health Care 2.3%
Wal-Mart Stores, Inc. Consumer Staples 2.1%
Abbott Laboratories Health Care 2.0%
ProLogis, Inc. Real Estate 2.0%
ACE Ltd. Financials 1.9%
CSX Corp. Industrials 1.9%
AMETEK, Inc. Industrials 1.9%
Walt Disney Co. Communication Services 1.9%
Home Depot USA, Inc. Consumer Discretionary 1.7%
Citizens Financial Group, Inc. Financials 1.7%
Royal Dutch Shell plc Energy 1.6%
Comerica, Inc. Financials 1.6%
Hartford Financial Services Group, Inc. Financials 1.5%
Yum! Brands, Inc. Consumer Discretionary 1.4%
Corning, Inc. Information Technology 1.4%
Marathon Petroleum Corp. Energy 1.4%
AT&T, Inc. Communication Services 1.3%
PayPal Holdings, Inc. Information Technology 1.3%
Alphabet, Inc. Communication Services 1.2%
Allergan plc Health Care 1.2%
Coca-Cola Co. Consumer Staples 1.2%
O'Reilly Automotive, Inc. Consumer Discretionary 1.2%
Burlington Stores, Inc. Consumer Discretionary 1.2%
Devon Energy Corp. Energy 1.1%
East West Bancorp, Inc. Financials 1.1%
Boeing Co. Industrials 1.1%
Boston Scientific Corp. Health Care 1.1%
Discover Financial Services Financials 1.0%
Unilever N.V. Consumer Staples 1.0%
Wells Fargo & Co. Financials 1.0%
PepsiCo, Inc. Consumer Staples 1.0%
General Dynamics Corp. Industrials 1.0%
EOG Resources, Inc. Energy 0.9%
Delta Air Lines, Inc. Industrials 0.9%
Mondelez International, Inc. Consumer Staples 0.8%
Boston Properties, Inc. Real Estate 0.8%
Signature Bank Financials 0.8%
SVB Financial Group Financials 0.7%
Gilead Sciences, Inc. Health Care 0.7%
Amazon.com, Inc. Consumer Discretionary 0.6%
Dollar Tree, Inc. Consumer Discretionary 0.6%
Philip Morris International, Inc. Consumer Staples 0.6%
Novartis AG Registered Shares Health Care 0.6%
Oracle Corp. Information Technology 0.6%
Goldman Sachs Group, Inc. Financials 0.5%
Intel Corp. Information Technology 0.5%
Insulet Corp. Health Care 0.4%
Alibaba Group Holding Ltd. Consumer Discretionary 0.2%
Resideo Technologies Inc Industrials 0.1%
Garrett Motion Inc Consumer Discretionary 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

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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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