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LifeX 2060 Longevity Income ETF

$177.71

+0.00%

Market closed. Last update: 2:13 AM ET

📎 Investment Objective

The LifeX 2060 Longevity Income ETF seeks to provide investors with a diversified portfolio of assets designed to generate stable income and growth over the long term, with a focus on supporting financial needs throughout retirement.

Overview

ETF tracking LifeX 2060 Longevity Income ETF

Category Value

Issuer Other

Inception Date 2024-09-16

Market Cap $3.5M

Average Volume N/A

Dividend Yield 4.69%

52-Week Range $176.43 - $186.66

VWAP N/A

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests in a mix of equities, fixed income, and alternative assets, with a glide path that gradually shifts to a more conservative allocation as the target retirement year approaches. The fund aims to balance growth potential with risk management to support sustainable withdrawals in retirement.

✨ Key Features

Target retirement date of 2060, suitable for investors with a long time horizon
Diversified portfolio across multiple asset classes to manage risk
Actively managed glide path that adjusts the asset allocation over time
Focus on generating stable income and growth for retirement needs

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may fluctuate due to changes in the broader market
Interest rate risk: Changes in interest rates can impact the value of fixed income holdings
Longevity risk: The risk of outliving one's retirement savings
Withdrawal risk: The risk of making unsustainable withdrawals from the portfolio

👤 Best For

This ETF is best suited for investors with a long-term investment horizon, such as those planning for retirement in the year 2060 or later. It may be appropriate for investors seeking a diversified, actively managed solution to generate stable income and growth to support their financial needs throughout retirement.