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In an effort to improve the quality of our clients' investment experience and better meet their evolving investment needs, Lord Abbett proposed a merger of five state tax free funds into the National Tax Free Fund. This decision was centered on the fact that this single, larger National Tax Free Fund would potentially result in operating efficiencies and cost savings for the Fund and its shareholders.
The merger was approved at a joint meeting of shareholders held on November 5, 2010.
Effective after the close of business November 19, 2010, Lord Abbett merged the following five state municipal bond funds ("State Tax Free Funds") into the Lord Abbett National Tax Free Fund:
This merger was processed as a nontaxable transaction among the funds listed above. Investors should consult with a tax advisor regarding their individual tax situations.
Details regarding the transaction, including conversion ratios, are as follows:
For questions or clarification on any of the merger details, please contact Lord Abbett at 888-522-2388.
Investing involves risk, including the possible loss of principal. This material is provided for general and educational purposes only, is not intended to provide legal, tax, or investment advice, and does not account for individual investor circumstances. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon, and risk tolerance. Consult with your financial advisor before making any investment decisions.
A Note about Risk: The value of investments in fixed-income securities will change as interest rates fluctuate. As interest rates fall, the prices of debt securities tend to rise, and as interest rates rise, the prices of debt securities tend to fall. High-yielding, non-investment-grade bonds involve higher risk than investment-grade bonds. Adverse conditions may affect the issuer’s ability to pay interest and principal on these securities. Investments in high-yield securities (sometimes called junk bonds) carry increased risks of price volatility, illiquidity, and the possibility of default in the timely payment of interest and principal. In addition, bonds may also be subject to other types of risks, such as call, credit, liquidity, interest-rate, and general market risks. A portion of the income derived from the Tax-Free Fund’s portfolio may be subject to the alternative minimum tax, and any capital gains realized may be subject to taxation; in addition, federal, state, and local taxes may apply. There is a risk that a bond issued as tax-exempt may be reclassified by the IRS as taxable, creating taxable rather than tax-exempt income. Shareholders should consult with their tax advisor for more specific information on taxation. No investing strategy can overcome all market volatility or guarantee future results.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Lord Abbett funds. This and other important information is contained in each fund’s summary prospectus and/or prospectus. To obtain a prospectus or summary prospectus on any Lord Abbett mutual fund, contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388 or visit us at www.lordabbett.com. Read the prospectus carefully before you invest.
NOT FDIC INSURED—NO BANK GUARANTEE—MAY LOSE VALUE