LIBD

LifeX 2065 Inflation-Protected Longevity Income ETF

$287.04
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) seeks to provide long-term growth and inflation-protected income for investors with a target retirement date around the year 2065.

Overview

ETF tracking LifeX 2065 Inflation-Protected Longevity Income ETF

Category Value
Issuer Other
Inception Date 2025-01-06
Market Cap N/A
Average Volume N/A
Dividend Yield 10.04%
52-Week Range $285.42 - $321.98
VWAP $288.02

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) seeks to provide long-term growth and inflation-protected income for investors with a target retirement date around the year 2065.

🎯 Investment Strategy

The fund invests in a diversified portfolio of assets designed to generate stable income and preserve purchasing power over the long term. This includes inflation-protected bonds, real estate investment trusts (REITs), and other longevity-focused investments.

✨ Key Features

  • Targets retirement in the year 2065 with a focus on longevity and inflation protection
  • Diversified portfolio across fixed income, real assets, and other longevity-focused investments
  • Aims to provide stable, inflation-protected income in retirement
  • Expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk - The value of the fund's investments may fluctuate due to general market conditions
  • Inflation risk - The fund's investments may not keep pace with rising inflation over the long term
  • Longevity risk - Retirees may outlive their savings if the fund's investments do not generate sufficient income
  • Interest rate risk - Rising interest rates can negatively impact the value of the fund's fixed income holdings

👤 Best For

This ETF is best suited for investors with a long-term time horizon (20+ years) who are seeking a diversified, inflation-protected income stream to support their retirement. It may be particularly appropriate for those concerned about longevity and preserving purchasing power in retirement.