AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • July 28th, 2017 • Lord Abbett Investment Trust
Contract Type FiledJuly 28th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the "Trust") organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the "Declaration"), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett Diversified Equity Strategy Fund (the "Fund") to "Lord Abbett Multi-Asset Focused Growth Fund."
LORD ABBETT EQUITY TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 10th, 2017 • Lord Abbett Equity Trust
Contract Type FiledFebruary 10th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Equity Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated May 1, 2001 (the “Declaration”), do hereby establish, pursuant to Section V.2 of the Declaration, a new class of shares for each of the Trust’s two series: Lord Abbett Calibrated Large Cap Value Fund and Lord Abbett Calibrated Mid Cap Value Fund; such new class to be designated Class F3 shares of each series. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • July 28th, 2016 • Lord Abbett Investment Trust
Contract Type FiledJuly 28th, 2016 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett Ultra Short Bond Fund” and (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett Ultra Short Bond Fund: Class A, Class F, Class I, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • April 2nd, 2008 • Lord Abbett Securities Trust
Contract Type FiledApril 2nd, 2008 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”), organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett International Dividend Income Fund” and (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett International Dividend Income Fund: Class A, Class B, Class C, Class F, Class I, Class R2 and Class R3. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • July 31st, 2018 • Lord Abbett Securities Trust
Contract Type FiledJuly 31st, 2018 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett International Dividend Income Fund to “Lord Abbett International Value Fund.”
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • September 16th, 2016 • Lord Abbett Securities Trust
Contract Type FiledSeptember 16th, 2016 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett Global Core Equity Fund” and (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett Global Core Equity Fund: Class A, Class C, Class F, Class I, Class R2, Class R3, Class R4, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT MUNICIPAL INCOME TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • April 27th, 2007 • Lord Abbett Municipal Income Trust
Contract Type FiledApril 27th, 2007 CompanyThis instrument shall constitute a clarification of the amendment to the Declaration that was executed on January 25, 2007, wherein the Lord Abbett High Yield Municipal Bond Fund was inaccurately referred to as the “Lord Abbett High Yield Municipal Income Fund.” This instrument shall be effective as of January 25, 2007.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • October 25th, 2019 • Lord Abbett Securities Trust
Contract Type FiledOctober 25th, 2019 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”), organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby, pursuant to Section 5.3 of the Declaration: (i) establish a new series of shares of the Trust to be designated as “Lord Abbett Durable Growth Fund” and (ii) establish the following classes of Lord Abbett Durable Growth Fund: Class A, Class C, Class F, Class F3, Class I, Class R2, Class R3, Class R4, Class R5 and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT BLEND TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • March 30th, 2012 • Lord Abbett Equity Trust
Contract Type FiledMarch 30th, 2012 CompanyThis instrument shall constitute an amendment to the Declaration and, following execution by a majority of the Trustees, shall be effective on August 1, 2011. This instrument may be executed in several parts.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • November 2nd, 2018 • Lord Abbett Securities Trust
Contract Type FiledNovember 2nd, 2018 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”), organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby, pursuant to Section 5.3 of the Declaration: (i) establish four new series of shares of the Trust to be designated as “Lord Abbett Focused Large Cap Value Fund,” “Lord Abbett Focused Mid Cap Value Fund,” “Lord Abbett Focused Growth Fund” and “Lord Abbett Health Care Fund” (each, a “Fund” and collectively, the “Funds”) and (ii) establish the following classes for each Fund: Class A, Class C, Class F, Class F3, Class I, Class R2, Class R3, Class R4, Class R5 and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set f
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 27th, 2015 • Lord Abbett Securities Trust
Contract Type FiledFebruary 27th, 2015 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, three new classes of shares for seven of the Trust’s nine series, including: Lord Abbett Alpha Strategy Fund, Lord Abbett Fundamental Equity Fund, Lord Abbett Growth Leaders Fund, Lord Abbett International Core Equity Fund, Lord Abbett International Dividend Income Fund, Lord Abbett International Opportunities Fund, and Lord Abbett Value Opportunities Fund; such new classes to be designated Class R4, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be a
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • January 13th, 2017 • Lord Abbett Investment Trust
Contract Type FiledJanuary 13th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, a new class of shares for fourteen of the Trust’s series, including: Lord Abbett Convertible Fund, Lord Abbett Core Fixed Income Fund, Lord Abbett Core Plus Bond Fund, Lord Abbett Diversified Equity Strategy Fund, Lord Abbett Floating Rate Fund, Lord Abbett High Yield Fund, Lord Abbett Income Fund, Lord Abbett Inflation Focused Fund, Lord Abbett Multi-Asset Balanced Opportunity Fund, Lord Abbett Multi-Asset Growth Fund, Lord Abbett Multi-Asset Income Fund, Lord Abbett Short Duration Income Fund, Lord Abbett Total Return Fund, and Lord Abbett Ultra Short Bond Fund; such new class to be designated Class T of each series. Any variations as to purchase price, determination of net asset value, th
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUST The undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the "Trust") organized pursuant to a Declaration and...Amendment to Declaration and Agreement of Trust • December 29th, 2014 • Lord Abbett Securities Trust
Contract Type FiledDecember 29th, 2014 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the "Trust") organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the "Declaration"), do hereby establish, pursuant to Section 5.3 of the Declaration, three new classes of shares for seven of the Trust's nine series, including: Lord Abbett Alpha Strategy Fund, Lord Abbett Fundamental Equity Fund, Lord Abbett Growth Leaders Fund, Lord Abbett International Core Equity Fund, Lord Abbett International Dividend Income Fund, Lord Abbett International Opportunities Fund, and Lord Abbett Value Opportunities Fund; such new classes to be designated Class R4, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be a
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • January 13th, 2017 • Lord Abbett Investment Trust
Contract Type FiledJanuary 13th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, a new class of shares for fourteen of the Trust’s series, including: Lord Abbett Convertible Fund, Lord Abbett Core Fixed Income Fund, Lord Abbett Core Plus Bond Fund, Lord Abbett Diversified Equity Strategy Fund, Lord Abbett Floating Rate Fund, Lord Abbett High Yield Fund, Lord Abbett Income Fund, Lord Abbett Inflation Focused Fund, Lord Abbett Multi-Asset Balanced Opportunity Fund, Lord Abbett Multi-Asset Growth Fund, Lord Abbett Multi-Asset Income Fund, Lord Abbett Short Duration Income Fund, Lord Abbett Total Return Fund, and Lord Abbett Ultra Short Bond Fund; such new class to be designated Class F3 of each series. Any variations as to purchase price, determination of net asset value, t
LORD ABBETT EQUITY TRUST1 AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • September 30th, 2011 • Lord Abbett Equity Trust
Contract Type FiledSeptember 30th, 2011 CompanyThis instrument shall constitute an amendment to the Declaration and, following execution by a majority of the Trustees, shall be effective on September 1, 2011. This instrument may be executed in several parts.
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • July 2nd, 2019 • Lord Abbett Investment Trust
Contract Type FiledJuly 2nd, 2019 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, a new class of shares for one of the Trust’s series, Lord Abbett Ultra Short Bond Fund, such new class to be designated Class A1 of the series. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 27th, 2017 • Lord Abbett Securities Trust
Contract Type FiledFebruary 27th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, a new class of shares for eight of the Trust’s series, including: Lord Abbett Alpha Strategy Fund, Lord Abbett Fundamental Equity Fund, Lord Abbett Global Core Equity Fund, Lord Abbett Growth Leaders Fund, Lord Abbett International Core Equity Fund, Lord Abbett International Dividend Income Fund, Lord Abbett International Opportunities Fund, and Lord Abbett Value Opportunities Fund; such new class to be designated Class F3 of each series. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rig
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 23rd, 2017 • Lord Abbett Investment Trust
Contract Type FiledFebruary 23rd, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett Diversified Equity Strategy Fund (the “Fund”) to “Lord Abbett Multi-Asset Focused Growth Fund.”
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 28th, 2018 • Lord Abbett Securities Trust
Contract Type FiledFebruary 28th, 2018 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett International Core Equity Fund (the “Fund”) to “Lord Abbett International Equity Fund.”
LORD ABBETT BLEND TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • September 13th, 2007 • Lord Abbett Blend Trust
Contract Type FiledSeptember 13th, 2007 CompanyThe undersigned, being at least a majority of the Trustees of the Lord Abbett Blend Trust, a Delaware Statutory Trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated May 1, 2001 (the “Declaration”), do hereby redesignate, pursuant to Section V.2 of the Declaration, the class of shares designated Class Y as Class I shares, of the Trust’s sole series, the Lord Abbett Small-Cap Blend Fund. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT INVESTMENT TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • September 13th, 2007 • Lord Abbett Investment Trust
Contract Type FiledSeptember 13th, 2007 CompanyThe undersigned, being at least a majority of the Trustees of the Lord Abbett Investment Trust, a Delaware Statutory Trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, three new classes of shares for each of the Trust’s ten series: Lord Abbett Convertible Fund, Lord Abbett Core Fixed Income Fund, Lord Abbett High Yield Fund, Lord Abbett Limited Duration U.S. Government & Government Sponsored Enterprises Fund, Lord Abbett Total Return Fund, Lord Abbett U.S. Government & Government Sponsored Enterprises Fund, Lord Abbett Balanced Strategy Fund, Lord Abbett Income Strategy Fund, Lord Abbett World Growth & Income Strategy Fund, and Lord Abbett Diversified Equity Strategy Fund; such new classes to be designated Class F, Class R2 and Class R3 shares of each series. Any variations as to purchase price, determination of net asset value, the price, terms and ma
LORD ABBETT MUNICIPAL INCOME TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • September 26th, 2008 • Lord Abbett Municipal Income Trust
Contract Type FiledSeptember 26th, 2008 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Municipal Income Trust, a Delaware statutory trust (the “Trust”), organized pursuant to a Declaration and Agreement of Trust dated May 17, 2002 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett Short Duration Tax Free Fund”; (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett Short Duration Tax Free Fund: Class A, Class B, Class C, Class F, and Class I. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT SECURITIES TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • September 13th, 2007 • Lord Abbett Securities Trust
Contract Type FiledSeptember 13th, 2007 CompanyThe undersigned, being at least a majority of the Trustees of the Lord Abbett Securities Trust, a Delaware Statutory Trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, three new classes of shares for six of the Trust’s eight series: Lord Abbett All Value Fund, Lord Abbett Alpha Strategy Fund, Lord Abbett International Core Equity Fund, Lord Abbett International Opportunities Fund, Lord Abbett Large-Cap Value Fund, and Lord Abbett Value Opportunities Fund; such new classes to be designated Class F, Class R2 and Class R3 shares of each series. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhe
Exhibit 77i Item 77(i): Terms of new or amended securities LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUST ---------------------------------------------------------------------------- An Amendment to the Declaration and...Amendment to Declaration and Agreement of Trust • January 29th, 2008 • Lord Abbett Investment Trust
Contract Type FiledJanuary 29th, 2008 CompanyAn Amendment to the Declaration and Agreement of Trust of Lord Investment Trust, a Delaware Statutory Trust (the "Trust"), executed on July 26, 2007, with an effective date of August 10, 2007, is hereby incorporated by reference to the Post-Effective Amendment No. 51 to the Trust's Registration Statement filed on September 13, 2007. The Amendment established three new classes of shares for each of the Trust's ten series: Lord Abbett Convertible Fund, Lord Abbett Core Fixed Income Fund, Lord Abbett High Yield Fund, Lord Abbett Limited Duration U.S. Government & Government Sponsored Enterprises Fund, Lord Abbett Total Return Fund, Lord Abbett U.S. Government & Government Sponsored Enterprises Fund, Lord Abbett Balanced Strategy Fund, Lord Abbett Income Strategy Fund, Lord Abbett World Growth & Income Strategy Fund, and Lord Abbett Diversified Equity Strategy Fund; such new classes to be designated Class F, Class R2 and Class R3 shares of each series.
LORD ABBETT INVESTMENT TRUST AMENDMENT TOAmendment to Declaration and Agreement of Trust • September 27th, 2007 • Lord Abbett Investment Trust
Contract Type FiledSeptember 27th, 2007 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett Floating Rate Fund”; and (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett Floating Rate Fund: Class A, Class B, Class C, Class F, Class R2, Class R3, and Class I. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • June 11th, 2019 • Lord Abbett Securities Trust
Contract Type FiledJune 11th, 2019 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett Micro-Cap Value Fund to “Lord Abbett Focused Small Cap Value Fund.”
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • September 17th, 2015 • Lord Abbett Investment Trust
Contract Type FiledSeptember 17th, 2015 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby (i) establish, pursuant to Section 5.3 of the Declaration, a new series of shares of the Trust to be designated the “Lord Abbett Core Plus Bond Fund” and (ii) establish, pursuant to Section 5.3 of the Declaration, the following classes of the Lord Abbett Core Plus Bond Fund: Class A, Class C, Class F, Class I, Class R2, Class R3, Class R4, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • March 27th, 2019 • Lord Abbett Investment Trust
Contract Type FiledMarch 27th, 2019 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993, as amended from time to time (the “Declaration”), do hereby terminate, pursuant to Section 5.4.3 of the Declaration and after the authorization by a Series Majority Shareholder Vote, the Series of the Trust named Lord Abbett Multi-Asset Focused Growth Fund.
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • March 27th, 2015 • Lord Abbett Investment Trust
Contract Type FiledMarch 27th, 2015 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”), organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby establish, pursuant to Section 5.3 of the Declaration, three new classes of shares for each of the Trust’s twelve series: Lord Abbett Diversified Equity Strategy Fund, Lord Abbett Multi-Asset Balanced Opportunity Fund, Lord Abbett Multi-Asset Growth Fund, Lord Abbett Multi-Asset Income Fund, Lord Abbett Convertible Fund, Lord Abbett Core Fixed Income Fund, Lord Abbett Floating Rate Fund, Lord Abbett High Yield Fund, Lord Abbett Income Fund, Lord Abbett Inflation Focused Fund, Lord Abbett Short Duration Income Fund, and Lord Abbett Total Return Fund; such new classes to be designated Class R4, Class R5, and Class R6. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and r
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUST The undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the "Trust"), organized pursuant to a declaration and...Amendment to Declaration and Agreement of Trust • January 31st, 2005 • Lord Abbett Investment Trust
Contract Type FiledJanuary 31st, 2005 Company
LORD ABBETT INVESTMENT TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • January 13th, 2017 • Lord Abbett Investment Trust
Contract Type FiledJanuary 13th, 2017 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Investment Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated August 16, 1993 (the “Declaration”), do hereby, pursuant to Section 5.3 of the Declaration: (i) establish two new series of shares of the Trust to be designated as the “Lord Abbett Corporate Bond Fund” and the “Lord Abbett Short Duration Core Bond Fund”; (ii) establish the following classes of the Lord Abbett Corporate Bond Fund: Class A, Class C, Class F, Class F3, Class I, Class R2, Class R3, Class R4, Class R5, Class R6, and Class T; and (iii) establish the following classes of the Lord Abbett Short Duration Core Bond Fund: Class A, Class C, Class F, Class F3, Class I, Class R2, Class R3, Class R4, Class R5, Class R6, and Class T. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • May 17th, 2018 • Lord Abbett Securities Trust
Contract Type FiledMay 17th, 2018 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett Global Core Equity Fund to “Lord Abbett Global Equity Research Fund.”
LORD ABBETT EQUITY TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • November 22nd, 2016 • Lord Abbett Equity Trust
Contract Type FiledNovember 22nd, 2016 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Equity Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated May 1, 2001 (the “Declaration”), do hereby establish, pursuant to Section V.2 of the Declaration, a new class of shares for each of the Trust’s two series: Lord Abbett Calibrated Large Cap Value Fund and Lord Abbett Calibrated Mid Cap Value Fund; such new class to be designated Class T shares of each series. Any variations as to purchase price, determination of net asset value, the price, terms and manner of redemption and special and relative rights as to dividends on liquidation, and conditions under which such series or class shall have separate voting rights, shall be as set forth in the Declaration or as elsewhere determined by the Board of Trustees of the Trust.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • June 20th, 2008 • Lord Abbett Securities Trust
Contract Type FiledJune 20th, 2008 CompanyThis instrument shall constitute an amendment to the Declaration and, following execution by a majority of the Trustees, shall be effective on July 1, 2005.
LORD ABBETT SECURITIES TRUST AMENDMENT TO DECLARATION AND AGREEMENT OF TRUSTAmendment to Declaration and Agreement of Trust • February 23rd, 2022 • Lord Abbett Securities Trust
Contract Type FiledFebruary 23rd, 2022 CompanyThe undersigned, being at least a majority of the Trustees of Lord Abbett Securities Trust, a Delaware statutory trust (the “Trust”) organized pursuant to a Declaration and Agreement of Trust dated February 26, 1993 (the “Declaration”), do hereby agree, pursuant to Section 5.3 of the Declaration, to change the name of Lord Abbett Global Equity Research Fund to “Lord Abbett Global Equity Fund.”