Lord Abbett Funds File Proxy Statements

Ticker: LARAX · Form: DEFA14A · Filed: Jun 5, 2024 · CIK: 1753712

Lord Abbett Credit Opportunities Fund DEFA14A Filing Summary
FieldDetail
CompanyLord Abbett Credit Opportunities Fund (LARAX)
Form TypeDEFA14A
Filed DateJun 5, 2024
Risk Levellow
Pages6
Reading Time7 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-filing, sec-filing

TL;DR

Lord Abbett funds dropped proxy statements, shareholders need to pay attention.

AI Summary

Lord Abbett Credit Opportunities Fund, Lord Abbett Special Situations Income Fund, and Lord Abbett Floating Rate High Income Fund have filed a DEFA14A. These filings, dated June 5, 2024, are proxy statements related to the 1934 Act. The funds are all incorporated in Delaware and share a business and mailing address at 90 Hudson Street, Jersey City, NJ.

Why It Matters

These filings are essential for shareholders to understand important corporate actions and voting matters related to their investments in these Lord Abbett funds.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement and does not indicate any immediate financial distress or significant operational changes.

Key Numbers

  • 20240605 — Filing Date (Date the DEFA14A was filed with the SEC.)

Key Players & Entities

  • Lord Abbett Credit Opportunities Fund (company) — Filer of DEFA14A
  • Lord Abbett Special Situations Income Fund (company) — Filer of DEFA14A
  • Lord Abbett Floating Rate High Income Fund (company) — Filer of DEFA14A
  • 90 Hudson Street, Jersey City, NJ (company) — Business and mailing address for the funds

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a Schedule 14A, which is a proxy statement used to solicit proxies from shareholders for an annual or special meeting of shareholders.

Which specific Lord Abbett funds are involved in this filing?

The filing involves Lord Abbett Credit Opportunities Fund, Lord Abbett Special Situations Income Fund, and Lord Abbett Floating Rate High Income Fund.

What is the SEC Act associated with this filing?

This filing is made under the 1934 Act.

Where are the business and mailing addresses for these funds?

The business and mailing address for all three funds is 90 Hudson Street, Jersey City, NJ.

What was the former name of the Lord Abbett Floating Rate High Income Fund?

The former name of the Lord Abbett Floating Rate High Income Fund was Lord Abbett Enhanced Floating Rate Fund, with a date of name change on 20200205.

Filing Stats: 1,837 words · 7 min read · ~6 pages · Grade level 10.9 · Accepted 2024-06-05 14:22:22

Filing Documents

From the Filing

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 [ ] Definitive proxy statement [X] 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 011 (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 PO Box 43131 Providence, RI 02940-3131 YOUR VOTE MATTERS EASY VOTING OPTIONS: VOTE ON THE INTERNET Log on to: www.proxy-direct.com or scan the QR code Follow the on-screen instructions available 24 hours VOTE BY PHONE Call 1-800-337-3503 Follow the recorded instructions available 24 hours VOTE BY MAIL Vote, sign and date this Proxy Card and return in the postage-paid envelope VIRTUAL MEETING at the following Website: www.meetnow.global/MV7WWPA on June 28 at 9:00 a.m. Eastern Time. To participate in the Virtual Meeting, enter the 14-digit control number from the shaded box on this card. Please detach at perforation before mailing. PROXY LORD ABBETT CREDIT OPPORTUNITIES FUND, LORD ABBETT SPECIAL SITUATIONS INCOME FUND, AND LORD ABBETT FLOATING RATE HIGH INCOME FUND JOINT SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON JUNE 28, 2024 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF TRUSTEES OF LORD ABBETT CREDIT OPPORTUNITIES FUND, LORD ABBETT SPECIAL SITUATIONS INCOME FUND, AND LORD ABBETT FLOATING RATE HIGH INCOME FUND. The undersigned hereby appoints Douglas B. Sieg and Randolph A. Stuzin, and any of them, as proxies for the undersigned, with full power of substitution, and hereby authorizes said proxies, and any of them, to represent and vote, as designated on the reverse side, all shares of common stock of the Funds, held of record by the undersigned on May 10, 2024 at the Joint Special Meeting of Shareholders (the “Meeting”) to be held virtually on June 28, 2024 at 9:00 a.m., Eastern time, at the following Website: www.meetnow.global/MV7WWPA , and at any adjournments or postponements thereof. To participate in the virtual Meeting enter the 14-digit control number from the shaded box on this card. The undersigned hereby revokes any and all proxies with respect to the shares being voted at the Meeting heretofore given by the undersigned. Please sign and date the reverse side. This proxy card, when properly executed, will be voted in the manner directed herein by the undersigned shareholder, and, in the discretion of such proxies, upon any and all other matters as may properly come before the meeting or any continuations, adjournments, postponements or reschedulings thereof. If no direction is made, this proxy will be voted “FOR” the Proposal and in the discretion of the proxies upon such other business as may properly come before the Meeting. Please refer to the Joint Proxy Statement for a discussion of the Proposal. Please refer to the Joint Proxy Statement for a discussion of the Proposal. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 LOR_33871_052224 PLEASE MARK, SIGN, DATE, AND RETURN THE PROXY CARD USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code YOUR VOTE MATTERS Important Notice Regarding the Availability of Proxy Materials for the Joint Special Meeting of Shareholders of Lord Abbett Credit Opportunities Fund, Lord Abbett Special Situations Income Fund, and Lord Abbett Fl

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