TRANSFER AGENCY AND SHAREHOLDER SERVICES AGREEMENTTransfer Agency and Shareholder Services Agreement • March 29th, 2023 • Lord Abbett Investment Trust
This Transfer Agency And Shareholder Services Agreement is made as of March 29, 2022 (“Effective Date”) by and between BNY Mellon Investment Servicing (US) Inc. (“BNYM”), and each investment company listed on the signature page to this Agreement (each, an “Investment Company” and collectively, the “Investment Companies”), each on its own behalf and on behalf of each Portfolio of each such Investment Company contained on Schedule B. Capitalized terms, and certain noncapitalized terms, not otherwise defined shall have the meanings set forth in Schedule A (Schedule A also contains an index of defined terms providing the location of all defined terms). The term “Agreement” shall mean this Transfer Agency And Shareholder Services Agreement as constituted on the Effective Date, and thereafter as it may be amended from time to time as provided for herein. All references to “Schedule B” herein mean Schedule B attached hereto as constituted on the Effective Date, and thereafter as it may be ame
Expense Limitation AgreementExpense Limitation Agreement • March 29th, 2023 • Lord Abbett Investment Trust
This Expense Limitation Agreement (the “Agreement”) is made and entered into this 25th day of January, 2023 between Lord, Abbett & Co. LLC (“Lord Abbett”) and Lord Abbett Investment Trust (the “Trust”) with respect to Lord Abbett Core Fixed Income Fund (“Core Fixed Income Fund”), Lord Abbett Core Plus Bond Fund (“Core Plus Bond Fund”), Lord Abbett Corporate Bond Fund (“Corporate Bond Fund”), Lord Abbett Short Duration Core Bond Fund (“Short Duration Core Bond Fund”), and Lord Abbett Total Return Fund (“Total Return Fund”) (each, a “Fund”).
FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • March 29th, 2023 • Lord Abbett Investment Trust • New York
THIS AGREEMENT, dated as of September 28, 2022, between JPMorgan Trust I (the “Investing Company”), on behalf of each of its series listed on Schedule A, severally and not jointly (each, an “Acquiring Fund”), and Lord Abbett Investment Trust (the “Trust”), on behalf of each series of the Trust listed on Schedule A, severally and not jointly (each, an “Acquired Fund” and together with the Acquiring Fund[s], the “Funds”).
