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LifeX Durable Income ETF LFDR

Morningstar Medalist Rating
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Morningstar’s Analysis LFDR

Will LFDR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LFDR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LFDR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LFDR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LifeX Durable Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LFDR

More LFDR Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings95.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

49.06390,536
Government

United States Treasury Bonds 2.38%

13.57108,027
Government

United States Treasury Bonds 4.5%

13.01103,548
Government

United States Treasury Bonds 4.75%

6.6452,861
Government

United States Treasury Bonds 4.63%

3.7529,875
Government

United States Treasury Bonds 4.25%

2.4919,811
Government

United States Treasury Bonds 1.38%

2.3818,954
Government

OTHER ASSETS AND LIABILITIES

2.0316,130
—

United States Treasury Notes 3.88%

1.6312,946
Government

United States Treasury Notes 4.25%

1.4411,483
Government

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