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Submitted URL: https://www.lordabbett.com/en/strategies/tax-center/capital-gain-distributions.html#la_Estimated_Capital_Gains
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Submission: On November 15 via api from US — Scanned from DE
Effective URL: https://www.lordabbett.com/en/strategies/tax-center/capital-gain-distributions.html
Submission: On November 15 via api from US — Scanned from DE
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Capital Gains Distributions | Lord Abbett JavaScript is disabled on your browser. Please enable JavaScript to use lordabbett.com Choose a Role Login Careers Contact Us Investments Insights Resources About Us * Quick links * order lit(0) * track funds(0) TRACKED FUNDS You have 0 funds on your mutual fund watch list. Begin by selecting funds to create a personalized watch list. (as of 12/05/2015) View All Tracked Funds View All Tracked Funds QUICK LINKS * Mutual Fund Performance * Documents & Commentary * Mutual Fund Yields * Global Corporate Citizenship * Our Approach to ESG * Career Opportunities Follow Us * * * * PENDING ORDERS You have 0 items in your cart. Subscribe and order forms, fact sheets, presentations, and other documents that can help advisers grow their business. * Go to Literature Center * Forms & Applications * Prospectuses & Fact Sheets Check Out Go Literature Center CAPITAL GAINS DISTRIBUTIONS Mutual Fund Interval Fund Mutual Fund * Mutual Fund * Interval Fund Class A Class A1 Class C Class F Class F3 Class I Class P Class R2 Class R3 Class R4 Class R5 Class R6 Class U Class A * Class A * Class A1 * Class C * Class F * Class F3 * Class I * Class P * Class R2 * Class R3 * Class R4 * Class R5 * Class R6 * Class U All Asset Classes U.S. Equity Global & International Equity Multi-Asset Fixed Income Tax-Free Income All Asset Classes * All Asset Classes U.S. Equity Global & International Equity Multi-Asset Fixed Income Tax-Free Income As a service to fund shareholders, we are providing information on the year-end capital gains distributions for the Lord Abbett funds. The estimated capital gain data is as of 10/27/23. SHARE Print Twitter Share Email * Estimated Capital Gains Estimated Short Term Capital Gains Range Estimated Long Term Capital Gains Range Record Date Ex, Reinvest and Payable Date Fund Name (% of Price w/o sales charge) (% of Price w/o sales charge) Estimated Short Term Capital Gains Range Estimated Long Term Capital Gains Range Record Date Ex, Reinvest and Payable Date Fund Name (% of Price w/o sales charge) (% of Price w/o sales charge) TRACKED FUNDS Edit TRACKED FUNDS Edit You have 0 funds that you are tracking. Being by selecting funds to create a personalized tracked fund list. Track Mutual Funds U.S. EQUITY U.S. EQUITY Alpha Strategy Fund (A) ALFAX Inception Date : - 0 to 1% 12/20/2023 12/21/2023 Dividend Growth Fund (A) LAMAX Inception Date : - 0 to 1% 12/18/2023 12/19/2023 Focused Small Cap Value Fund (A) LFVAX Inception Date : 0 to 1% 0 to 1% 11/20/2023 11/21/2023 Fundamental Equity Fund (A) LDFVX Inception Date : - 0 to 1% 11/20/2023 11/21/2023 Mid Cap Stock Fund (A) LAVLX Inception Date : - 0 to 1% 12/18/2023 12/19/2023 Small Cap Value Fund (A) LRSCX Inception Date : - 0.5 to 1.5% 12/18/2023 12/19/2023 Value Opportunities Fund (A) LVOAX Inception Date : 0 to 1% 0.5 to 1.5% 11/20/2023 11/21/2023 FIXED INCOME FIXED INCOME Investment Grade Floating Rate Fund (A) LGRAX Inception Date : 0 to 1% 0 to 1% 12/18/2023 12/19/2023 **Estimated capital gains ranges are calculated based on NAV. Short-term capital gains are taxed as ordinary income. Please note that based on current estimates, only the funds listed above are expected to pay 2023 capital gain distributions. A list of the funds not expected to pay 2023 capital gain distributions can be found here. As we near the record dates for our funds, we will be updating these estimates. We encourage you to check back often. It should be noted that the capital gain amounts, if any, are based on the net capital gains recognized by the Funds through the estimate date shown above, using net asset value (NAV) as of the estimate date, and payable to ALL classes of shares. Owing to portfolio changes, share purchase and sales activity and final tax adjustments, the funds and/or amounts listed above may change significantly. Actual capital gain distributions will be based upon gains recognized by the Funds through October 31, 2023 (or later for some funds). Actual capital gain per share amounts will be determined based upon shares outstanding as of the record date. Final capital gain distributions and annual net investment income dividends will be available on their applicable payable dates. Important Information The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation. 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. Select funds to create a personalized watchlist. * Affiliated Fund U.S. Equity * Alpha Strategy Fund U.S. Equity * Convertible Fund U.S. Equity * Developing Growth Fund U.S. Equity * Dividend Growth Fund U.S. Equity * Focused Growth Fund U.S. Equity * Focused Large Cap Value Fund U.S. Equity * Focused Small Cap Value Fund U.S. Equity * Fundamental Equity Fund U.S. Equity * Growth Leaders Fund U.S. Equity * Growth Opportunities Fund U.S. Equity * Micro Cap Growth Fund U.S. Equity * Mid Cap Stock Fund U.S. Equity * Small Cap Value Fund U.S. Equity * Value Opportunities Fund U.S. Equity * Emerging Markets Equity Fund Global & International Equity * Global Equity Fund Global & International Equity * Health Care Fund Global & International Equity * International Equity Fund Global & International Equity * International Growth Fund Global & International Equity * International Opportunities Fund Global & International Equity * International Value Fund Global & International Equity * Multi-Asset Balanced Opportunity Fund Multi-Asset * Multi-Asset Income Fund Multi-Asset * Bond Debenture Fund Fixed Income * Climate Focused Bond Fund Fixed Income * Core Fixed Income Fund Fixed Income * Core Plus Bond Fund Fixed Income * Corporate Bond Fund Fixed Income * Emerging Markets Bond Fixed Income * Emerging Markets Corporate Debt Fund Fixed Income * Floating Rate Fund Fixed Income * Global Bond Fund Fixed Income * High Yield Fund Fixed Income * Income Fund Fixed Income * Inflation Focused Fund Fixed Income * Investment Grade Floating Rate Fund Fixed Income * Short Duration Core Bond Fund Fixed Income * Short Duration High Yield Fund Fixed Income * Short Duration Income Fund Fixed Income * Total Return Fund Fixed Income * Ultra Short Bond Fund Fixed Income * USG & GSE Money Market Fund Fixed Income * Credit Opportunities Fund Fixed Income * Floating Rate High Income Fund Fixed Income * Special Situations Income Fund Fixed Income * California Tax Free Fund Tax-Free Income * High Income Municipal Bond Fund Tax-Free Income * Intermediate Tax Free Fund Tax-Free Income * National Tax Free Fund Tax-Free Income * New Jersey Tax Free Fund Tax-Free Income * New York Tax Free Fund Tax-Free Income * Short Duration High Income Municipal Bond Fund Tax-Free Income * Short Duration Tax Free Fund Tax-Free Income * Sustainable Municipal Bond Fund Tax-Free Income 0 Funds Selected PLEASE CONFIRM YOUR LITERATURE SHIPPING ADDRESS Please review the address information below and make any necessary changes. 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