Lord Abbett Funds File DEF 14A Disclosures

TL;DR

Lord Abbett funds filed their DEF 14A. Standard reporting.

AI Summary

Lord Abbett Credit Opportunities Fund, Lord Abbett Special Situations Income Fund, and Lord Abbett Floating Rate High Income Fund have filed a DEF 14A. These filings, dated May 28, 2024, are related to the 1934 Securities Exchange Act and are part of the company's ongoing reporting obligations. The funds are all based in Jersey City, NJ, with a fiscal year end of December 31.

Why It Matters

This filing indicates routine regulatory reporting for several Lord Abbett investment funds, providing transparency on their corporate actions and governance.

Risk Assessment

Risk Level: low — This filing is a routine DEF 14A, which is standard disclosure for registered investment companies and does not indicate any unusual risks.

Key Numbers

• 1231 — Fiscal Year End (Indicates the end of the reporting period for the funds.)

Key Players & Entities

• Lord Abbett Credit Opportunities Fund (company) — Filer
• Lord Abbett Special Situations Income Fund (company) — Filer
• Lord Abbett Floating Rate High Income Fund (company) — Filer
• 90 HUDSON STREET (address) — Business and Mail Address
• JERSEY CITY (location) — City
• DE (location) — State of Incorporation

FAQ

Key Financial Figures

• $40,000 — tt will pay Computershare approximately $40,000 for such services (including reimbursem

Filing Documents

• c109054_def14a.htm (DEF 14A) — 338KB
• dougsiegxsig.jpg (GRAPHIC) — 2KB
• image_001.gif (GRAPHIC) — 0KB
• lordabbettxvert.jpg (GRAPHIC) — 2KB
• randolphxstuzinxsig.jpg (GRAPHIC) — 2KB
• x3_c109054a001.jpg (GRAPHIC) — 7KB
• x3_c109054a002.jpg (GRAPHIC) — 3KB
• x3_c109054a003.jpg (GRAPHIC) — 3KB
• x3_c109054a004.jpg (GRAPHIC) — 4KB
• x3_c109054a005.jpg (GRAPHIC) — 3KB
• 0000930413-24-001817.txt ( ) — 379KB

From the Filing

DEF 14A 1 c109054_def14a.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant [ X ] Filed by a Party other than the registrant [ ] Check the appropriate box: [ ] Preliminary proxy statement [X] Definitive proxy statement [ ] Definitive additional materials [ ] Soliciting material under Rule 14a-12 [ ] Confidential, for use of the Commission only (as permitted by Rule 14a 6(e)(2)) (Name of Registrants as Specified in Its Charter) __________________________________________________ Lord Abbett Credit Opportunities Fund Lord Abbett Special Situations Income Fund Lord Abbett Floating Rate High Income Fund (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of filing fee (check the appropriate box): [ X ] No fee required [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11 1) Title of each class of securities to which transaction applies: ______________________________________________________________________________ 2) Aggregate number of securities to which transaction applies: ______________________________________________________________________________ 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): ______________________________________________________________________________ 4) Proposed maximum aggregate value of transaction: ______________________________________________________________________________ 5) Total fee paid: ___________________________________________________________________________ [ ] Fee paid previously with preliminary materials [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the form or schedule and the date of its filing 1) Amount Previously Paid: ______________________________________________________________________________ 2) Form, Schedule or Registration Statement No.: ______________________________________________________________________________ 3) Filing Party: ______________________________________________________________________________ 4) Date Filed: ______________________________________________________________________________ Lord Abbett Credit Opportunities Fund Lord Abbett Special Situations Income Fund Lord Abbett Floating Rate High Income Fund 90 Hudson Street Jersey City, New Jersey 07302-3973 888-522-2388 Dear Fellow Shareholder, You are cordially invited to participate in a joint special meeting of shareholders of Lord Abbett Credit Opportunities Fund, Lord Abbett Special Situations Income Fund, and Lord Abbett Floating Rate High Income Fund (each, a Fund and collectively, the Funds). The meeting will take place virtually on June 28, 2024 at 9:00 am (Eastern Time). The purpose of the meeting is to vote on a proposal to elect four new nominees named in the attached joint proxy statement to the Funds Boards of Trustees (each, a Board), effective as of the later of (i) July 5, 2024 and (ii) the date the nominees of the relevant Fund are elected (the Transition Date). If all the nominees of the relevant Fund are elected, all current trustees (each, a Trustee and collectively, the Trustees) will resign with respect to that Fund, effective on the Transition Date. The attached materials provide more information about the proposal, including each nominees background and qualifications. Each Board recommends that you vote FOR each of the nominees. We urge you to read the full text of the attached joint proxy statement before voting. The proxy materials are being provided beginning on or about June 5, 2024 to shareholders who owned shares of the of Funds as of May 10, 2024. Your vote is important. Whether or not you plan to attend the virtual meeting, we ask that you please vote promptly via the Internet, by telephone, or by mail by completing and signing the enclosed proxy card and returning it in the enclosed envelope. Your prompt vote will help save the costs of further proxy solicitation, which are being borne by Lord, Abbett & Co. LLC. If you have any questions or need assistance voting, please contact your financial intermediary or call the Funds at 888-522-2388. Thank you for investing in the Lord Abbett Family of Funds. It is a privilege to manage your investment. Sincerely, Douglas B. Sieg President, Chief Executive Officer, and Trustee Lord Abbett Credit Opportunities Fund Lord Abbett Special Situations Income Fund Lord Abbett Floating Rate High Income Fund 90 Hudson Street Jersey City, New Jersey 07302-3973 888-522-2388 QUESTIONS AND ANSWERS

View Full Filing

View this DEF 14A filing on SEC EDGAR