Muni-Ladder Interest Rate Tool | Lord Abbett

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Muni-Ladder Interest Rate Scenario Tool

Lord Abbett 's Muni-Ladder Interest Rate Scenario Tool enables fixed-income investors to model sample municipal bond portfolios in order to gain an understanding of how these portfolios may perform in different rising-rate environments.

MUNI-LADDER INTEREST RATE SCENARIO ANALYSIS
YOUR ASSUMPTIONS
$1,000,000
1-5 Years
0%
1
National
Blank
Single
Tax Summary*
1.09%
1.09%
1.09%
1.09%
TAX-FREE YIELD AT INCEPTION
1.09%
TAX-EQUIVALENT YIELD AT INCEPTION
3.79%
LORD, ABBETT & CO. LLC
90 Hudson Street, Jersey City, NJ 07302-3973 lordabbett.com 888-522-2388 Copyright © 2018 by Lord, Abbett & Co. LLC. All rights reserved.
ENTER YOUR ASSUMPTIONS
ESTIMATED INCOME
Annual Total
Cumulative Total
Estimated Return
Cumulative Total Return
Annual Total Return
Cumulative Dollar ($) Value
TAX SUMMARY *

Federal i

1.09%

State i

1.09%

Health Care i

1.09%

Top Tax Rate on Investment Income i

1.09%
Tax-Free Yield at Inception i
1.09%
Tax-Equivalent Yield at Inception i
1.09%

TUTORIAL

Muni-Ladder Interest Rate Tool

Learn how our new tool can help you project the performance of municipal bond portfolios in a rising-rate environment.

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