LDDR
LifeX 2035 Income Bucket ETF
📎 Investment Objective
The LifeX 2035 Income Bucket ETF seeks to provide a steady stream of income and moderate capital appreciation for investors with a target retirement date around the year 2035.
Overview
ETF tracking LifeX 2035 Income Bucket ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LifeX 2035 Income Bucket ETF seeks to provide a steady stream of income and moderate capital appreciation for investors with a target retirement date around the year 2035.
🎯 Investment Strategy
The fund invests in a diversified portfolio of fixed income securities, including government bonds, corporate bonds, and other debt instruments. The asset allocation becomes more conservative over time, shifting towards lower-risk fixed income as the target retirement date approaches.
✨ Key Features
- Target date fund structure with a 2035 retirement horizon
- Diversified fixed income portfolio that becomes more conservative over time
- Aims to provide a steady income stream and moderate capital growth
- Expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk as bond prices may decline when interest rates rise
- Credit risk if issuers of the fund's holdings default on their debt obligations
- Inflation risk as the purchasing power of the fund's income may erode over time
- Market risk as the value of the fund's holdings may fluctuate with overall market conditions
👤 Best For
This ETF may be suitable for investors with a moderate risk tolerance who are seeking a steady income stream and moderate capital appreciation as they approach their target retirement date around 2035. It may be particularly appropriate for those investors who prefer a hands-off, automated approach to asset allocation and rebalancing as they near retirement.