LFDR
LifeX Durable Income ETF
📎 Investment Objective
The LifeX Durable Income ETF (LFDR) seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-generating assets.
Overview
ETF tracking LifeX Durable Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LifeX Durable Income ETF (LFDR) seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-generating assets.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in a mix of dividend-paying stocks, real estate investment trusts (REITs), and other income-producing securities. The portfolio is actively managed to identify undervalued assets with the potential for stable and growing distributions.
✨ Key Features
- Diversified portfolio of income-generating assets
- Actively managed to identify undervalued income-producing securities
- Potential for current income and long-term capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, which could negatively impact the fund's income
- Interest rate risk: Rising interest rates may decrease the value of the fund's fixed-income holdings
- Liquidity risk: Some of the fund's investments may be difficult to sell at the desired time and price
👤 Best For
The LifeX Durable Income ETF may be suitable for investors seeking a steady stream of income and the potential for capital appreciation, with a moderate risk tolerance. It could be a suitable component of a diversified portfolio for investors in or near retirement, or those looking to generate regular income from their investments.