LIFT
LifeX 2028 Income Bucket ETF
📎 Investment Objective
The LIFT - LifeX 2028 Income Bucket ETF seeks to provide a steady stream of income and moderate capital appreciation for investors with a target retirement date around 2028.
Overview
ETF tracking LifeX 2028 Income Bucket ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LIFT - LifeX 2028 Income Bucket ETF seeks to provide a steady stream of income and moderate capital appreciation for investors with a target retirement date around 2028.
🎯 Investment Strategy
The ETF invests in a diversified portfolio of fixed income securities, including government bonds, corporate bonds, and other debt instruments. The fund's asset allocation becomes more conservative over time, shifting towards lower-risk fixed income as the target retirement date approaches.
✨ Key Features
- Target retirement date of 2028
- Diversified fixed income portfolio that becomes more conservative over time
- Seeks to provide a steady income stream and moderate capital appreciation
- Expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's fixed income holdings may decline in value as interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the debt securities it holds
- Market risk: The value of the fund's holdings may fluctuate due to changes in the overall stock and bond markets
- Liquidity risk: Some of the fund's investments may be difficult to sell at the desired time and price
👤 Best For
The LIFT - LifeX 2028 Income Bucket ETF is best suited for investors with a target retirement date around 2028 who are seeking a steady stream of income and moderate capital appreciation, with a relatively low-risk investment strategy.