LIAM – LifeX 2055 Infl-Prt Longevity Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide reliable monthly inflation-linked distributions consisting of income and principal through 2055. The fund is an ETF that pursues its investment objective by investing in debt securities issued by the U.S. Treasury, primarily securities that are commonly known as TIPS (Treasury Inflation-Protected Securities), 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
LIAM	LifeX 2055 Inflation-Protected Longevity Income ETF	ETF	Open	—	—	Jan 17, 2024	$4.81M	0.250%	—	—	$839,088.80

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