What is the Lord Abbett affiliated fund Class A?

The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties. The Lord Abbett Affiliated Fund Class A invests primarily in dividend-paying stocks of large U.S. companies.

Does Lord Abbett affiliate Fund have long-term returns?

Please refer to Lord Abbett Affiliated Fund Performance Results for the Fund's longer-term returns. The Fund is actively managed and portfolio characteristics, such as individual holdings and sector weightings, may change significantly over time. Source: Wilshire Attribution Software.

Does Lord Abbett provide tax advice?

Taxed as ordinary income Lord Abbett does not provide tax advice. It is strongly recommended that you discuss the impact of dividends and distributions with your tax advisor. Minimum initial investment varies depending on the class of shares you buy and the type of account. IRAs, SIMPLEs, and SEP accounts with payroll deductions have no minimums.