MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Longevity ETFs

yogibearbullyogibearbull
edited June 23 in Fund Discussions
These are TDF ETFs (bond portfolios) with the option at target-dates (around 80) to change into CEFs (to be launched in future with term-structure & liquidation in 20 years) or remain in the ETF.
https://www.sec.gov/Archives/edgar/data/1559992/000119312524164330/d822834d485apos.htm
https://www.stoneridgefunds.com/
https://x.com/ETFhearsay/status/1805011351401558498

Edit/Add: 2 problems - 1) Long-term income from bond/Treasuries-only portfolio, 2) end-stage option with CEFs may not be popular and those may not even be launched on/after 2048. So, it's a very conditional product that may keep investors in bond-only portfolio for life. It does have catchy "Longevity" in its name.
Sign In or Register to comment.