Morningstar

LifeX Durable Income ETF LFDR

Morningstar Medalist Rating
Medalist Rating as of | See Stone Ridge Investment Hub

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
Rated on Published on

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Portfolio Holdings LFDR

More LFDR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

48.70 381,392
Government

United States Treasury Bonds 2.38%

13.44 105,268
Government

United States Treasury Bonds 4.5%

12.98 101,636
Government

United States Treasury Bonds 4.75%

6.66 52,190
Government

United States Treasury Bonds 4.63%

3.72 29,155
Government

United States Treasury Bonds 4.25%

2.47 19,324
Government

United States Treasury Bonds 1.38%

2.37 18,552
Government

United States Treasury Notes 3.88%

1.64 12,834
Government

OTHER ASSETS AND LIABILITIES

1.49 11,670
—

United States Treasury Notes 4.25%

1.46 11,413
Government

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