LIFT

LifeX 2028 Income Bucket ETF

$26.54

+0.00%

Market closed. Last update: 2:17 AM ET

📎 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

Category Value

Issuer Other

Inception Date 2025-09-24

Market Cap $2.5M

Average Volume N/A

Dividend Yield 18.84%

52-Week Range $26.54 - $31.17

VWAP $26.55

Performance

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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.