TIPB
Northern Trust 2035 Inflation-Linked Distributing Ladder ETF
📎 Investment Objective
The Northern Trust 2035 Inflation-Linked Distributing Ladder ETF seeks to provide a steady stream of inflation-protected income by investing in a diversified portfolio of Treasury Inflation-Protected Securities (TIPS) with maturities targeted to the year 2035.
Overview
ETF tracking Northern Trust 2035 Inflation-Linked Distributing Ladder ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Northern Trust 2035 Inflation-Linked Distributing Ladder ETF seeks to provide a steady stream of inflation-protected income by investing in a diversified portfolio of Treasury Inflation-Protected Securities (TIPS) with maturities targeted to the year 2035.
🎯 Investment Strategy
The fund employs a laddered approach, investing in TIPS with staggered maturity dates around the target year of 2035. This strategy aims to provide a consistent flow of inflation-adjusted income while managing interest rate risk. The fund reinvests principal payments to maintain the 2035 maturity target.
✨ Key Features
- Targets TIPS with maturities around the year 2035 for inflation-protected income
- Utilizes a laddered approach to manage interest rate risk
- Aims to provide a steady stream of inflation-adjusted distributions
- Expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk as TIPS prices fluctuate with changes in real yields
- Inflation risk if realized inflation is lower than expected
- Potential for principal loss if held to maturity
- Limited performance history as the fund is relatively new
👤 Best For
This ETF may be suitable for investors seeking inflation-protected income with a time horizon around the year 2035. It could be a component of a diversified fixed income allocation, particularly for those concerned about the impact of inflation on their retirement savings.