Build Your Ladder
{{bondType.name}}: {{bondType.desc}}
Add Investment Amount
Specify Maturity Range
Customize Your Ladder
|
{{item.name}} | ||||
---|---|---|---|---|---|
{{ bondType.name }} | |||||
{{fund['maturityYear']}} {{fund['fundTicker']}} {{fund['fundName']}} |
$
{{'$' + formatNumber(fund['amount'])}}
|
|
{{isNumberic(fund[item.key]) ? formatNumber(fund[item.key]) : "N/A"}} | N/A {{parseFloat(fund[item.key]).toFixed(2) === "NaN" ? "N/A" : parseFloat(fund[item.key]).toFixed(2)}} | |
TOTAL | {{'$' + resultCharacteristics["amount"]}} | {{resultCharacteristics["weight"] + '%'}} | {{(resultCharacteristics[item.key] ==='0.00' || resultCharacteristics[item.key] ==='0') ? '': resultCharacteristics[item.key]}} | ||
{{item.name}} | |||||
---|---|---|---|---|---|
{{ bondType.name }} | |||||
{{fund['maturityYear']}} {{fund['fundTicker']}} |
$
|
{{fund[item.key].toFixed(2)}} | N/A {{bankersRounding(fund[item.key], 2).toFixed(2) === "NaN" ? "N/A" : bankersRounding(fund[item.key],2).toFixed(2)}} | ||
LADDER | {{resultCharacteristics[item.key] ==='0.00' ? '': resultCharacteristics[item.key]}} | {{resultCharacteristics[item.key] ==='0.00' ? '': resultCharacteristics[item.key]}} | {{resultCharacteristics[item.key] ==='0.00' ? '': resultCharacteristics[item.key]}} | ||
Summary
Customized Ladder Characteristics
{{resultCharacteristics[val.key]}}{{val.unit}}
-
Ladder Yield Curve as of {{asOfDate.averageMaturityInYears}}
Credit Quality as of {{asOfDate.qualityBreakdown}}
{{bannerWarningText}}
Name | Weight |
---|---|
{{item.name}} | {{bankersRounding(item.y,2).toFixed(2) + '%'}} |
Sector Allocation as of {{asOfDate.sectorBreakdown}}
{{bannerWarningText}}
Sector | Weight |
---|---|
{{item.name}} | {{bankersRounding(item.y,2).toFixed(2) + '%'}} |
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Active bond ladders position portfolios for the market environment to help you manage cash flows, liquidity needs, and interest rate risk.
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