BCKT – LifeX 2030 Income Bucket ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide fixed monthly distributions, consisting of income and principal, through 2030. The fund is an exchange-traded fund (“ETF”) that pursues its investment objective by investing in debt securities issued by the U.S. Treasury (which the manager refers to as “U.S. government Bonds”) as well as money market funds that invest exclusively in U.S. government Bonds or repurchase agreements collateralized by such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BCKT	LifeX 2030 Income Bucket ETF	ETF	Open	—	—	Sep 23, 2025	$2.35M	0.250%	—	—	$1.39M

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