LifeX 2060 Longevity Income ETF (LFAW)
170.34
0.00 (0.00%)
USD |
BATS |
Mar 04, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
-- | -- | -- | -- |
Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
-- | -- | -- | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide reliable monthly distributions consisting of income and principal through 2060. The fund is an ETF that pursues its investment objective by investing in debt securities issued by the U.S. Treasury as well as money market funds that invest exclusively in U.S. government bonds or repurchase agreements collateralized by such securities. Securities issued by the U.S. Treasury historically have not had credit-related defaults and therefore such securities are generally considered to be credit risk-free. |
General | |
Security Type | Exchange-Traded Fund |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Global Peer Group | Bond USD Government |
Peer Group | General U.S. Treasury Funds |
Global Macro | Bond Government |
US Macro | U.S. Government & Treasury Fixed Income Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | General U.S. Treasury Funds |
Fund Owner Firm Name | Stone Ridge |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of February 27, 2025.
Type | % Net |
---|---|
Cash | 2.28% |
Stock | 0.00% |
Bond | 97.72% |
Convertible | 0.00% |
Preferred | 0.00% |
Other | 0.00% |
Basic Info
Investment Strategy | |
The investment seeks to provide reliable monthly distributions consisting of income and principal through 2060. The fund is an ETF that pursues its investment objective by investing in debt securities issued by the U.S. Treasury as well as money market funds that invest exclusively in U.S. government bonds or repurchase agreements collateralized by such securities. Securities issued by the U.S. Treasury historically have not had credit-related defaults and therefore such securities are generally considered to be credit risk-free. |
General | |
Security Type | Exchange-Traded Fund |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Global Peer Group | Bond USD Government |
Peer Group | General U.S. Treasury Funds |
Global Macro | Bond Government |
US Macro | U.S. Government & Treasury Fixed Income Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | General U.S. Treasury Funds |
Fund Owner Firm Name | Stone Ridge |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |