| UNITED STATES |
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| SECURITIES AND EXCHANGE COMMISSION |
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FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED
MANAGEMENT INVESTMENT COMPANY
Investment Company Act File Number: 811-07988
LORD ABBETT INVESTMENT TRUST | ||
(Exact name of registrant as specified in charter) | ||
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90 Hudson Street, Jersey City, NJ 07302 | ||
(Address of principal executive offices) (Zip code) | ||
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Christina T. Simmons, Vice President & Assistant Secretary | ||
90 Hudson Street, Jersey City, NJ 07302 | ||
(Name and address of agent for service) |
Registrant’s telephone number, including area code: | (800) 201-6984 |
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Date of fiscal year end: | 11/30 |
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Date of reporting period: | July 1, 2003 through June 30, 2004 |
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Item 1. Proxy Voting Record.
Disclose the following information for each matter relating to a portfolio security considered at any shareholder meeting held during the period covered by the report and with respect to which the registrant was entitled to vote:
(a) | The name of the issuer of the portfolio security; |
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(b) | The exchange ticker symbol of the portfolio security; |
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(c) | The Council on Uniform Securities Identification Procedures (“CUSIP”) number for the portfolio security; |
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(d) | The shareholder meeting date; |
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(e) | A brief identification of the matter voted on; |
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(f) | Whether the matter was proposed by the issuer or by a security holder; |
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(g) | Whether the registrant cast its vote on the matter; |
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(h) | How the registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding election of directors); |
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(i) | Whether the registrant cast its vote for or against management. |
FORM N-Px REPORT
ICA File Number: 811-07988
Reporting Period: 07/01/2003 - 06/30/2004
Lord Abbett Investment Trust
LORD ABBETT BALANCED FUND
Nothing to Report
LORD ABBETT CONVERTIBLE FUND
BEA SYSTEMS, INC.
Ticker: | BEAS | Security ID: | 073325102 |
Meeting Date: | JUN 11, 2004 | Meeting Type: | Annual |
Record Date: | APR 30, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director Dean O. Morton |
| For |
| Withhold |
| Management |
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1.2 |
| Elect Director George Reyes |
| For |
| For |
| Management |
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2 |
| Ratify Auditors |
| For |
| Against |
| Management |
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CONTINENTAL AIRLINES, INC.
Ticker: | CAL | Security ID: | 210795308 |
Meeting Date: | MAR 12, 2004 | Meeting Type: | Annual |
Record Date: | FEB 3, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director Thomas J. Barrack, Jr. |
| For |
| For |
| Management |
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1.2 |
| Elect Director Gordon M. Bethune |
| For |
| For |
| Management |
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1.3 |
| Elect Director Kirbyjon H. Caldwell |
| For |
| For |
| Management |
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1.4 |
| Elect Director Lawrence W. Kellner |
| For |
| For |
| Management |
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1.5 |
| Elect Director Douglas H. Mccorkindale |
| For |
| For |
| Management |
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1.6 |
| Elect Director Henry L. Meyer III |
| For |
| For |
| Management |
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1.7 |
| Elect Director George G. C. Parker |
| For |
| For |
| Management |
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1.8 |
| Elect Director Karen Hastie Williams |
| For |
| For |
| Management |
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1.9 |
| Elect Director Ronald B. Woodard |
| For |
| For |
| Management |
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1.10 |
| Elect Director Charles A. Yamarone |
| For |
| For |
| Management |
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2 |
| Approve Employee Stock Purchase Plan |
| For |
| For |
| Management |
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3 |
| Ratify Auditors |
| For |
| For |
| Management |
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4 |
| Retention of Rights Plan Agreement |
| For |
| Against |
| Management |
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5 |
| Shareholder Imput on Poison Pill Provision |
| Against |
| For |
| Shareholder |
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6 |
| Other Business |
| For |
| Against |
| Management |
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1
FLIR SYSTEMS, INC.
Ticker: | FLIR | Security ID: | 302445101 |
Meeting Date: | APR 21, 2004 | Meeting Type: | Annual |
Record Date: | MAR 3, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director John D. Carter |
| For |
| For |
| Management |
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1.2 |
| Elect Director Michael T. Smith |
| For |
| For |
| Management |
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2 |
| Amend Stock Option Plan |
| For |
| For |
| Management |
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PUBLIC SERVICE ENTERPRISE GROUP INC.
Ticker: | PEG | Security ID: | 744573304 |
Meeting Date: | APR 20, 2004 | Meeting Type: | Annual |
Record Date: | FEB 20, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director Albert R. Gamper, Jr. |
| For |
| Did Not Vote |
| Management |
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1.2 |
| Elect Director Ernest H. Drew |
| For |
| Did Not Vote |
| Management |
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1.3 |
| Elect Director William V. Hickey |
| For |
| Did Not Vote |
| Management |
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1.4 |
| Elect Director Richard J. Swift |
| For |
| Did Not Vote |
| Management |
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2 |
| Approve Omnibus Stock Plan |
| For |
| Did Not Vote |
| Management |
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3 |
| Ratify Auditors |
| For |
| Did Not Vote |
| Management |
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4 |
| Require Two Candidates for Each Board Seat |
| Against |
| Did Not Vote |
| Shareholder |
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SIMON PROPERTY GROUP, INC.
Ticker: | SPG | Security ID: | 828806109 |
Meeting Date: | MAY 5, 2004 | Meeting Type: | Annual |
Record Date: | MAR 8, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director Birch Bayh |
| For |
| For |
| Management |
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1.2 |
| Elect Director Melvyn E. Bergstein |
| For |
| For |
| Management |
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1.3 |
| Elect Director Linda Walker Bynoe |
| For |
| For |
| Management |
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1.4 |
| Elect Director Karen N. Horn |
| For |
| For |
| Management |
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1.5 |
| Elect Director G. William Miller |
| For |
| For |
| Management |
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1.6 |
| Elect Director J. Albert Smith, Jr. |
| For |
| For |
| Management |
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1.7 |
| Elect Director Pieter S. van den Berg |
| For |
| For |
| Management |
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2 |
| Ratify Auditors |
| For |
| For |
| Management |
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3 |
| Separate Chairman and CEO Positions |
| Against |
| For |
| Shareholder |
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VALERO ENERGY CORP.
Ticker: | VLO | Security ID: | 91913Y407 |
Meeting Date: | APR 29, 2004 | Meeting Type: | Annual |
Record Date: | MAR 1, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director E. Glenn Biggs |
| For |
| For |
| Management |
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1.2 |
| Elect Director Ruben M. Escobedo |
| For |
| For |
| Management |
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1.3 |
| Elect Director Bob Marbut |
| For |
| For |
| Management |
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2 |
| Ratify Auditors |
| For |
| For |
| Management |
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3 |
| Report on Greenhouse Gas Emissions |
| Against |
| Against |
| Shareholder |
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LORD ABBETT CORE FIXED INCOME FUND
Nothing to Report
LORD ABBETT HIGH-YIELD FUND
AIRGATE PCS, INC.
Ticker: | PCSA | Security ID: | 009367301 |
Meeting Date: | APR 8, 2004 | Meeting Type: | Annual |
Record Date: | FEB 27, 2004 |
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# |
| Proposal |
| Mgt Rec |
| Vote Cast |
| Sponsor |
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1.1 |
| Elect Director Robert A. Ferchat |
| For |
| For |
| Management |
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1.2 |
| Elect Director Max D. Hopper |
| For |
| For |
| Management |
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LORD ABBETT LIMITED DURATION U.S. GOVERNMENT & GOVERNMENT
SPONSORED ENTERPRISES FUND
Nothing to Report
LORD ABBETT TOTAL RETURN FUND
Nothing to Report
LORD ABBETT U.S. GOVERNMENT & GOVERNMENT SPONSORED
ENTERPRISES FUND
Nothing to Report
End of Report
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SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| Lord Abbett Investment Trust | |||
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| By: | /s/Christina T. Simmons |
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| Christina T. Simmons | ||
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| Vice President & Secretary | ||
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Date: | August 27, 2004 | |||