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Tools & Calculators

Discover Lord Abbett’s mutual funds and learn how our belief in active management, commitment to research, and adherence to risk management guides our investment professionals to perform at the highest levels.

Morningstar Hypothetical Tool

Create reports showing hypothetical portfolio performance based on specific user-defined criteria, including time periods, initial investment, subsequent investments or distributions and more.

Retirement Calculators

Use these calculators to help your clients address a wide range of retirement planning needs. In addition to these tools, you can also take advantage of convenient resources that include educational materials, forms and FAQs - all designed to help you and your clients make informed decisions.

Muni-Ladder Interest Rate Scenario Tool

This tool enables you to create sample laddered municipal bond portfolios and see how they would perform in different rising-interest-rate environments.

Retirement Plan Vision

This tool enables you to create sample laddered municipal bond portfolios and see how they would perform in different rising-interest-rate environments.

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